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Transaction Advisory Services Manager

Brady, Martz and Associates

Not Specified, United States Full-time in Banking & Financial Services
    • Job ID 1801550

    Job Description

    The Transaction Advisory Services (TAS) Manager is responsible for overseeing and conducting financial due diligence engagements with a focus on evaluating the quality of a company’s earnings. This role involves analyzing financial statements, identifying key financial trends, and providing insights that inform transaction decisions, including mergers and acquisitions (M&A). The TAS Manager works closely with clients, internal teams, and other advisors to ensure accurate, thorough, and reliable financial analysis.

    • Lead and manage transaction advisory engagements, including buy-side and sell-side due diligence, M&A advisory, and financial modeling
    • Conduct comprehensive financial due diligence, analyzing historical financial performance, and assessing future financial projections
    • Analyze revenue recognition, expense matching, working capital trends, and other key financial metrics
    • Identify and quantify non-recurring, non-operational, or other unusual items impacting earnings
    • Prepare detailed quality of earnings reports highlighting findings, risks, and recommendations
    • Prepare detailed financial reports, highlighting key findings and recommendations for clients
    • Develop financial models to support valuation, pricing, and other transaction-related analyses
    • Coordinate with clients, other advisors, and internal teams to facilitate seamless transaction processes
    • Stay up to date with relevant accounting standards, regulations, and industry trends
    • Advise clients on the implications of regulatory changes on their transactions
    • Communicate complex financial concepts and findings clearly and effectively to clients
    • Identify opportunities to expand transaction services within existing and new client relationships

    Requirements

    • Bachelor’s degree in accounting, business, or finance required
    • CPA or CMA license preferred
    • 5-7 years of experience in transaction advisory services, public accounting or a related field preferred
    • Strong analytical and financial modeling skills
    • Strong technology skills
    • Ability to work on multiple projects and meet deadlines
    • Ability to communicate clearly in writing and verbally
    • Team player
    • Ability to think innovatively

    Benefits

    Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

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