Manager, Transaction Advisory Services

4 weeks ago


New York, United States Regal Executive Search Full time

Manager, Transaction Advisory Services

Job Summary    

The Transaction Advisory Services Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

 

Qualifications    

Education: 

- Bachelor’s degree in Accounting, Business Administration, Finance or equivalent required 

- MBA preferred 

 

Experience: 
 

- Two (2) to three (3) years of prior TAS experience required 
- An additional four (4) to five (5) years of public accounting experience, required, preferably within an audit role
- Prior experience interacting and working directly with C-level personnel preferred 

 

License/Certifications: 
 

- CPA Preferred 

 

Software: 
 

- Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint 
- Prior exposure utilizing IDEA is beneficial 

 

Other Knowledge, Skills & Abilities: 
 

- Strong verbal and written communication skills, specifically business writing aptitude 
- Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management 
- Exhibits executive presence 
- Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities 
- Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner 
- Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions to benefit the buyer 
- Ability to maintain the highly confidential nature of information 
- Excellent project management skills with ability to produce quality work project with an attention to detail 
- Solid knowledge of technical accounting areas such as US GAAP and SEC reporting 
- Knowledge of IFRS desirable 
- Ability to travel at least 30% of time 
 


  • New York, United States Regal Executive Search Full time

    Manager- Accounting and Transaction Advisory Services New York , NY 10001 Job Description Our client is a specialized boutique accounting and consulting services firm looking for a accounting professional to help the firm with its impressive growth. As a result, you will have the opportunity to grow your career in a dynamic environment that is a playground...


  • New York, United States Regal Executive Search Full time

    Transaction Advisory Services Senior Manager New York , NY 10020 Job Description Transaction Advisory Services Senior Manager Job Summary The Transaction Advisory Services Senior Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers in the middle market and private...


  • New York, United States Kroll Full time

    Job Description Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. Our Analysts receive world-class training, outstanding benefits, strong career progression, competitive salaries and relocation assistance when applicable. Day-to-day responsibilities: ...


  • New York, New York, United States Selby Jennings Full time

    Job Title: Transaction Advisory AssociateLocation: Boston, MACompany Overview:My client is one of the largest accounting and consulting firms specializing in providing comprehensive transaction advisory services to clients across various industries. With a commitment to excellence and a focus on delivering tailored solutions, they strive to empower clients...


  • New York, New York, United States Portage Point Partners Full time

    Portage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational and financial perspectives to middle market...


  • New York City, United States Selby Jennings Full time

    Job Title: Transaction Advisory AssociateLocation: Boston, MACompany Overview:My client is one of the largest accounting and consulting firms specializing in providing comprehensive transaction advisory services to clients across various industries. With a commitment to excellence and a focus on delivering tailored solutions, they strive to empower clients...


  • New York, United States Crowe Full time

    Description : Support the growth and development of the private equity advisory practice within our transaction services team in New York. You will be a part of a highly skilled and performance-driven team of transaction advisory experts, dedicated to providing unparalleled services to some of the world’s top private equity firms. You will be a...


  • New York, United States FORVIS Full time

    Description & Requirements As an Accounting Advisory Services (AAS) Manager you will assist AAS team members in building our national Accounting Advisory Services practice. Primary areas of focus will include managing client projects and project resources, assisting with business development efforts, recruitment and development of team members, and...


  • New York, United States Selby Jennings Full time

    Our client is a well-established placement agent, providing strategic advisory services to institutional investors and fund managers worldwide. With a strong presence in New York City, they offer innovative solutions across primary fund placements, secondary transactions, and direct co-investments. The team is composed of seasoned professionals who excel in...


  • New York, United States PJT Partners Full time

    New York PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. We offer a...


  • Melville, New York, United States UHY LLP Full time

    Position Summary:   THE FOCUS IS YOU:  As a Transaction Services Senior Manager in our Melville, NY office, you will play a pivotal role in leading and managing teams that provide comprehensive financial advisory services to clients engaged in mergers, acquisitions, divestitures, and other strategic transactions. This dynamic role requires a deep...


  • New York, United States Jefferies Full time

    Jefferies Private Capital Advisory (PCA) The PCA team advises leading financial sponsors and institutional investors on secondary market transactions. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation fund transactions among other GP-led...


  • New York, United States DC Advisory Full time

    Join the DC Advisory Summer Analyst 2025 program. This investment banking program runs 10 weeks. Qualified candidates are rising college seniors during the summer program duration. Working as a summer analyst at DC Advisory is challenging and rewarding. Summer analysts gain exposure to the firm's businesses and expanded knowledge of the investment banking...


  • NEW YORK, United States Jefferies Financial Group Full time

    DescriptionJefferies Private Capital Advisory is one of the pre-eminent advisors to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset...


  • New York, United States International Search Consultants Full time

    Investment Advisory AssociateNY Metro Area ISC's team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families, trusts, foundations, and...


  • New York, United States Jefferies Full time

    Jefferies Private Capital Advisory (“PCA”)The PCA team advises leading financial sponsors and institutional investors on secondary market transactions. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation fund transactions among other GP-led...


  • New York, United States Jefferies Full time

    Jefferies Private Capital Advisory (“PCA”)The PCA team advises leading financial sponsors and institutional investors on secondary market transactions. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation fund transactions among other GP-led...


  • New York, United States Jefferies Full time

    Jefferies Private Capital Advisory (“PCA”)The PCA team advises leading financial sponsors and institutional investors on secondary market transactions. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation fund transactions among other GP-led...

  • Transaction Manager

    3 weeks ago


    New York, New York, United States Motion Recruitment Full time

    Grow your career as a Transaction Manager with an innovative global bank. Contract role with strong possibility of extension or conversion to full-time employment. Will require working a hybrid schedule 2-3 days onsite per week.Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services...


  • New York, New York, United States Alvarez & Marsal Private Equity Performance Improvement Group, LLC Full time

    DescriptionPEPI - CFO Services Senior Director (Financial Reporting Advisory) OVERVIEW: A& M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency by providing accounting and financial reporting advice to clients on a wide...