Transaction Advisory Services Manager

Deerfield, IL | Remote Friendly

Posted: 11/12/2018 Industry: Accounting & Finance Job Number: MP-006
Your key responsibilities


As a Manager in Transaction Support you will be a vital member of the team managing and executing financial diligence project work. You’ll be focused on analyzing financial data and identifying key trends behind the performance of a business, discussing business performance and forecast assumptions with senior team management, and helping to write reports that set out our findings and recommendations around the key financial and business issues in a transaction. You will also be helping develop staff and seniors ensuring their career development.


Skills and attributes for success
  • Handling financial due diligence engagements.
  • Analyze financial and operational results of businesses to be acquired or sold through reviewing accounting records and conducting interviews with management.
  • Analyze detailed financial information (GAAP based financials, projections, EBITDA analysis)
  • Identifying negotiation factors for purchase price and deal structuring.
  • Constantly researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients.



  • Bachelor's and/or Master's in related field of study: Accounting, Finance, MBA, etc
  • CPA certification or CPA bound
  • 4+ years experience, preferably larger consulting or accounting firms and specific due diligence experience
  • Project management skills: Direct staff and associates, and communicate progress to superiors
  • Accounting knowledge including GAAP, Financial reporting, Professional relations, entity and individual taxation and deal structure
  • Advanced Excel knowledge (pivot tables, charts, modeling, etc.), PowerPoint and QuickBooks (reporting and data analysis)

Position Expectations

  • Competitive compensation and benefits
  • Minimal Travel, opportunity for remote workplace
  • Technically forward firm: Paperless and current
  • Feedback and review process, continued growth for development
  • Team-based atmosphere and collaborative firm environment
  • Work life balance, happy employees make for happy clients
  • Unlimited PTO
  • Help build and improve M&A practice, processes and deliverables

Mike Podlasek
Senior Recruiter

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