Senior Manager

Our client is a business transition advisory platform focused on helping small and mid-sized business owners prepare for succession or exit. The firm supports operational cleanup, financial organization, and value enhancement to position businesses for a successful sale or handoff.

• Execute buy-side and sell-side QoE engagements for private equity and M&A transactions
• Build and maintain comprehensive QoE databooks including historical financial analysis, revenue and expense trends, EBITDA bridges, and supporting schedules
• Analyze reported and adjusted EBITDA, identifying nonrecurring expenses, normalization adjustments, and other earnings quality considerations
• Evaluate working capital, cash flows, debt-like items, balance sheet accounts, and transaction-related financial risks
• Assess standard costing methodologies, inventory valuation, cost variances, manufacturing overhead absorption, and gross margin performance
• Reconcile financial information across trial balances, general ledgers, management reporting, and supporting accounting records
• Investigate accounting discrepancies and quantify potential EBITDA adjustments
• Participate in management discussions, diligence calls, and transaction-related presentations

• 5-7 years of transaction advisory or financial due diligence experience
• Advanced Excel skills and experience working with large financial datasets, general ledgers, and trial balances
• Strong understanding of U.S. GAAP including ASC 606 revenue recognition principles
• Strong understanding of EBITDA normalization, working capital analysis, financial statement reconciliation, and transaction accounting
• Experience preparing Quality of Earnings analyses and financial databooks