Senior Manager, Transaction Advisory Services
On-siteChicago, Illinois, United States or Madison, Wisconsin, United States
Job Summary
Lead financial due diligence and Quality of Earnings engagements for buy-side, sell-side, lender, and other transaction advisory clients. Manage engagement execution, including scope management, workplan development, staffing coordination, timeline management, and budget monitoring. Conduct in-depth financial analysis of statements, trial balances, general ledger detail, and revenue/expense trends to assess profitability, cash flow, and working capital. Prepare and review Quality of Earnings reports, develop financial models for trend analyses, projections, and scenario analyses, and identify normalized EBITDA adjustments. Supervise team members, review workpapers for accuracy, and communicate key transaction issues to clients, lenders, private equity sponsors, and internal stakeholders. Contribute to practice growth by supporting proposals, pitch materials, and business development initiatives.
Required Qualifications
- Bachelor's degree in Accounting, Finance, Business, or a related field
- 7+ years of relevant experience, including significant financial due diligence, Quality of Earnings, transaction advisory, public accounting advisory, investment banking, or related M&A experience
- 2+ years of experience supervising engagement teams, reviewing workpapers and deliverables, coaching team members, and managing project execution
- Strong understanding of GAAP, normalized EBITDA adjustments, net working capital, revenue recognition, accrual accounting, and transaction-related accounting considerations
- Exceptional Excel skills, including financial modeling, data manipulation, financial analysis, and large dataset management
- Strong analytical and problem-solving skills with keen attention to detail and the ability to identify key financial trends, risks, and anomalies
- Excellent verbal and written communication skills with the ability to present complex financial information clearly to clients, company management teams, and internal stakeholders
- Ability to work in a fast-paced, deadline-driven environment and manage multiple projects with competing priorities
- Ability to work in a hybrid environment and adapt to transaction-driven timelines, including occasional travel or extended hours during critical deal phases, as needed
Desired Qualifications
- CPA
- CFA
- MBA
- Experience in a public accounting, consulting, transaction advisory, investment banking, or financial advisory environment
- Experience working with small to middle-market business entities, private equity sponsors, strategic buyers, lenders, and founder-owned businesses
- Familiarity with transaction advisory services, Quality of Earnings, valuation, M&A, purchase agreements, working capital targets, and debt-like items
- Experience working with ERP systems, accounting system exports, large datasets, data visualization tools, and financial analysis platforms
- Experience with AI and other TAS tools
- Demonstrated ability to contribute to proposals, client relationship development, internal training, and practice-building initiatives
- Broad industry exposure, including experience with manufacturing, professional services, construction, business-to-business services, distribution, technology-enabled services, or other middle-market businesses
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