Hybrid Senior Manager, Transaction Advisory Services

Posted last month

Apply now

About the role

  • Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients.
  • Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics.
  • Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement.
  • Provide insights and commentary on financial performance, trends, risks, and opportunities.
  • Guide and mentor engagement teams, including Managers, Senior Associates, and Associates; provide feedback and support professional development.
  • Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships.
  • Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations.
  • Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives.
  • Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services.

Requirements

  • Minimum 7+ years of experience in Audit, Finance, or Transaction Advisory Services
  • At least 3+ years in a financial due diligence or M&A-focused role
  • Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
  • Advanced proficiency in Excel, PowerPoint, and financial analysis tools
  • Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
  • Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
  • Bachelor’s degree in Accounting or Finance
  • CPA strongly preferred
  • Strong interpersonal skills, with a commitment to developing talent and fostering team success
  • Willingness to travel up to 10%

Benefits

  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options

Job title

Senior Manager, Transaction Advisory Services

Job type

Experience level

Senior

Salary

$160,000 - $225,000 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job