Transaction Advisory Senior Manager

Transaction Advisory Senior Manager

We are currently seeking a Transaction Advisory Senior Manager focused on Financial Due Diligence to join our team in any of the following office locations:
Jericho, NY;
New York, NY;
Park Ridge, NJ;
Chelmsford, MA;
Needham, MA;
Glastonbury, CT; or Wayne, PA. We will also consider remote candidates based in New York, New Jersey, Massachusetts, Connecticut, and the Greater Philadelphia market. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities include, but are not limited to:

• Leading complex buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements, providing strategic insights that drive investment and transaction decisions
• Directing multiple concurrent engagements and engagement teams, ensuring exceptional client service, technical excellence, and timely delivery across all phases of the transaction lifecycle
• Advising private equity sponsors, strategic buyers, business owners, and executive leadership teams on key financial, operational, and transaction-related considerations
• Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes
• Developing and reviewing comprehensive reports, presentations, and analyses that communicate findings, proposed adjustments, and strategic recommendations to clients and stakeholders
• Monitoring industry trends, market activity, accounting developments, and emerging transaction considerations to enhance client value and thought leadership
• Evaluating revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses
• Contributing to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships
• Driving client relationships by serving as a trusted advisor and primary point of contact throughout the engagement and transaction process
• Traveling to client sites, firm offices, and industry events as needed while maintaining flexibility to meet engagement and client service requirements

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field
• Minimum of 4+ years of Transaction Advisory experience, and 7+ total years of relevant experience
• CPA license required
• Construction and/or manufacturing & distribution industry experience desired;
  Industry agnostic experience considered
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite and relevant software
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Why Grassi?

Our firm is consistently ranked by  and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:

Flexibility:
Our work-life balance initiatives include generous paid time off, flexible "Dress for Your Day" dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO.

Company Culture:
Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues.

Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients.

Benefits Package:
Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program.

ESOP Owned:
The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan.

CPA Incentive:
Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional…