Transaction Advisory Manager

1 week ago


New York, New York, United States Withum Smith+Brown Full time
Join Our Team as a Transaction Advisory Manager

We are seeking a highly skilled Transaction Advisory Manager to join our team at Withum Smith+Brown. As a key member of our Transaction Advisory Services team, you will play a vital role in managing and executing financial diligence project work.

Key Responsibilities:
  • Manage and coordinate financial due diligence engagements
  • Coordinate with client management on diligence focus areas and provide real-time communications of issues and deal considerations
  • Conduct discussions regarding business performance and forecasting assumptions with senior team management
  • Create and tailor analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows
  • Write reports that set out our findings and recommendations around the key financial and business issues in a transaction
  • Identify integration, separation, and post-transaction transition issues
  • Engage in relevant marketing and business development activities
  • Develop and mentor other team members and contribute to the ongoing development of M&A best practices
Requirements:
  • Project management of financial due diligence engagements
  • Ability to analyze financial and operational results of businesses to be acquired or sold through reviewing accounting records, understanding the drivers of the business, and conducting interviews with management
  • Constantly researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients
  • High competencies with data interrogation techniques using Excel and/or other software packages
  • A bachelor's degree in Accounting or Finance and 4+ years of related (M&A) work experience; supported by an active CPA certification
  • Significant public accounting experience
  • Excellent analytical skills and the confidence to translate complex data into meaningful insights
  • The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
  • Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally
  • Must be willing and able to travel up to 40% on short notice
What We Offer:

We offer a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience, and qualifications.

Withum Smith+Brown is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.



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