Transaction Advisory Manager

1 month ago


Charlotte, North Carolina, United States GreerWalker CPAs and Advisors Full time
Join Our Team as a Transaction Advisory Manager

At GreerWalker CPAs and Advisors, we are seeking a highly skilled Transaction Advisory Manager to join our team. As a key member of our advisory services group, you will play a critical role in providing financial and due diligence assistance to our clients.

Key Responsibilities:

  • Lead buy-side and sell-side transaction advisory engagements, providing financial analysis and due diligence assistance
  • Develop and present detailed financial analysis to clients, highlighting key findings and recommendations
  • Collaborate with cross-functional teams, including tax, audit, and consulting practices, to deliver comprehensive advisory services
  • Prepare and present proposals and engagement letters to clients
  • Represent the firm in community activities and professional associations

Requirements:

  • Bachelor's degree in accounting or related field
  • 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 and team leadership experience
  • Excellent verbal and written communication skills
  • Proficient with Microsoft Excel and Microsoft PowerPoint

Preferred Qualifications:

  • Strong project management skills and ability to direct and manage client engagements
  • Excellent interpersonal and communication skills to interact effectively with internal team members and external clients
  • Ability 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 to complex financial analysis and due diligence engagements

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.

Equal Employment Opportunity:

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

No Agencies Please:

We prefer to work directly with qualified candidates.



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