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Manager: Transaction Advisory - Financial Due Diligence

  • Location:

    New York

  • Sector:

    Accountancy & Finance

  • Job type:


  • Salary:

    US$140000 - US$215000 per annum + + bonus & immediate Equity

  • Contact:

    Adam Stewart

  • Contact email:

  • Job ref:


  • Published:

    14 dagen geleden

  • Expiry date:


  • Startdate:


Our client are seeking an experienced Transaction Advisory Manager to help facilitate the growth of their practice. The identity of this practice is to be different to traditional Transaction Advisory practices.

As such they are looking for someone who can not only do the FDD work, but who can also provide recommendations for improvement across the business, as they look to cement their place as an industry leader in Financial Due Diligence & broader Advisory Services


  • Lead, Prepare & Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.

  • Plan and manage a variety of due diligence engagements on time & on budget
  • Act as primary client contact for the duration of the due diligence process
  • Prepare and/or review Excel data books/packages
  • Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
  • Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
  • Analyze historical financial and operating results of target companies and explain business trends and identify risks
  • Prepare financial models related to mergers, acquisitions or other related transactions
  • Perform industry research as needed on engagements
  • Schedule and supervise the tasks and project assignments of senior analysts
  • Mentor, train and supervise junior staff
  • Apply TAS Best Practices to ensure consistent quality of service and work product
  • Actively participate in the development of the group's Best Practices
  • Develop proposal including budgets and scope of work and present proposals to prospective clients
  • Identify and pursue business development opportunities through industry and networking relationships


  • Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent
  • CPA preferred
  • Minimum of 7+ years financial due diligence experience (will accept 1-2 years of Audit before 5+ of FDD)
  • Solid working knowledge of US GAAP
  • Highly proficient in Microsoft Word, Excel and PowerPoint
  • Excellent verbal and written communication skills
  • Strong critical thinking skills with the ability to solve unstructured problems
  • Excellent project management and organizational skills
  • Ability to multi-task and manage multiple engagements at once
  • Strong relationship building and networking abilities

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