Transaction Advisory Manager

2 weeks ago


Charlotte, North Carolina, United States GreerWalker CPAs and Advisors Full time
About GreerWalker CPAs and Advisors

GreerWalker CPAs and Advisors is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture.

Job Summary

We are seeking a highly skilled Transaction Advisory Manager to join our team. As a key member of our advisory services team, you will be responsible for performing buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services.

Key Responsibilities
  • Perform financial and due diligence assistance and accounting advisory services for buy-side and sell-side transaction advisory engagements
  • Document key findings and analysis in written reports
  • Run client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
  • Prepare detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
  • Interact with other functional areas of the practice, including tax, audit, and other consulting practices
  • Assist in preparing proposals and engagement letters
  • Represent the firm in community activities and professional associations
Requirements
  • Bachelor's degree in accounting
  • CPA certification
  • Minimum of five years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
  • Supervision/Team Leadership experience
  • Ability to direct and manage client engagements
  • Excellent verbal and written communication skills
  • Proficient with Microsoft Excel and Microsoft PowerPoint
Preferred Qualifications
  • Networking and communicating with C-level executives
  • Strong project management skills
  • Evaluated as an exceptional performer in current position
  • Possess a good balance of strong technical accounting knowledge and business acumen
  • Excellent interpersonal and communication skills to interact effectively with internal team members and external clients of the firm
  • Ability to be a self-starter and to be confident when interacting with clients and asking questions
  • Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
  • Ability to apply critical thinking and problem-solving skills
Working Conditions
  • Occasional travel for work using a personal vehicle
  • Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles
  • Able to lift boxes, mail, etc. not exceeding 20 lbs.

We are an equal opportunity employer and welcome applications from diverse candidates.

No agencies please.



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