Transaction Advisory Manager
Requirements
- Certification: US CPA designation.
- Education: Bachelor’s degree in Accounting or related field.
- Experience:
- Minimum 3 years in buy-side and sell-side transaction advisory, due diligence, and advisory engagements.
- At least 6 years of overall CPA firm experience in the US.
- Current transaction services experience at another CPA firm.
Description
Location: Atlanta, GA (Hybrid)
Job Type: Full-Time
Salary: $100,000 – $125,000
Positions: 2
About the Role
We are seeking a skilled Transaction Advisory Manager to lead buy-side and sell-side engagements, provide financial and due diligence support, and drive complex transaction advisory projects. This urgent, direct placement opportunity is ideal for a dynamic professional with a US CPA designation and strong transaction services experience from a reputable CPA firm.
Key Responsibilities
- Lead transaction advisory engagements, including due diligence and financial analysis.
- Analyze target company data to identify trends, quality of earnings, working capital, liabilities, and risks.
- Develop tailored advisory analyses (e.g., normalized earnings, valuation model assumptions, carve-out financials).
- Document key findings in comprehensive reports.
- Interface with clients and build successful relationships.
- Supervise and mentor a team of up to 6 professionals.
- Collaborate with senior management on larger engagements.
Requirements
- Certification: US CPA designation.
- Education: Bachelor’s degree in Accounting or related field.
- Experience:
- Minimum 3 years in buy-side and sell-side transaction advisory, due diligence, and advisory engagements.
- At least 6 years of overall CPA firm experience in the US.
- Current transaction services experience at another CPA firm.
- Skills:
- Exceptional Excel and analytical skills.
- Excellent verbal and written communication.
- Client service oriented and a strong team player.
- Self-directed, entrepreneurial, and motivated.
- Work Environment: Able to work hybrid in the Atlanta office and travel as needed (approx. 15%).
Benefits
- Competitive salary with bonus potential.
- Comprehensive benefits package.
- Flexible hybrid work arrangements.
- Opportunities for professional growth and development.
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