Transaction Advisory Manager- Financial Due Diligence

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Job Description:

We are currently accepting applications for a Manager in Transaction Advisory Services specifically focusing on financial due diligence. As a manager you will be a vital member of the team driving project management work at various points in the financial due diligence process.

The Manager will work directly with clients, target company management teams, and engagement leadership while mentoring junior team members and contributing to the continued growth of the practice. Our TAS team specializes in helping clients navigate acquisitions, divestitures, recapitalizations, and other strategic transactions through high-quality financial analysis and actionable insights.

Currently we are looking for a Manager based out of the Houston, TX office. This is a hybrid position (3 days in office expectation per week).Withum’s brand reflects our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength.

But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How You’ll Spend Your Time:

Managing multiple work streams at any given time Coordinating financial due diligence engagements

Collaborating with client management on diligence focus areas and providing real-time communications of issues and deal considerations

Participating in discussions regarding business performance and forecasting assumptions with senior team management

Identifying and supporting analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows

Working on reports that set out our findings and recommendations around the key financial and business issues in a transaction

Identifying integration, separation and post-transaction transition issues

Collaborating with other team members and contributing to the ongoing development of M&A best practices

Analyzing financial and operational results of businesses to be acquired or sold through reviewing accounting records, understanding the drivers of the business and conducting interviews with management

Researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients

Utilizing technology/tools in analyzing datasets and presenting visualizations

The Kinds of People We Want to Talk to Have Many of The Following:

A bachelor’s degree in accounting or finance and 5+ years of related M&A work experience; supported by an active CPA certification or in the process of obtaining one Experience gained within another large professional services organization; public accounting experience preferred with a focus on energy clients

High proficiency in Excel and Power Point Effective  communication skills both internally and externally, promoting active listening and consistently following up on open action items appropriately

Excellent analytical…