Transaction Advisory Manager

Responsibilities

• Lead engagement teams by performing financial due diligence procedures for buy‑side and sell‑side engagements for private equity, mezzanine funds, and strategic buyers.
• Perform quality of earnings, debt and debt‑like, and working capital analysis.
• Develop an understanding of a target’s business, recognize and evaluate key performance drivers, operational trends, and developments of target companies, in addition to challenging target assumptions.
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations.
• Communicate due diligence findings and critical deal issues confidently in a clear, concise, and articulate manner, both verbally and in written reports.
• Create a collaborative team environment, motivate, and develop and mentor/coach team through communication and actions.
• Lead and participate in people development and business development efforts.
• Provide timely, high‑quality client service that meets or exceeds expectations.
• Identify performance improvement opportunities and recommend creative solutions to complex issues, in addition to identifying critical post‑closing issues to be addressed.
• Growth‑minded, strengthen and develop client relationships, and oversee engagement economics and management of resources.
• Collaborate with other Elliott Davis team members.

• A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience.
• Bachelor’s degree from an accredited college/university.
• Current licensed CPA.
• Big4, national or large regional firm experience preferred.
• Demonstrated experience leading buy‑side and sell‑side transaction services engagements in the lower to middle market space.
• Excellent verbal and written communication skills.
• Strong Excel skills and proficiency in Microsoft Office.
• Aptitude toward business development.
• Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders toward the successful completion of a project.
• Ability to thrive and adapt in a fast‑paced, dynamic environment.
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues.
• Ability to manage multiple responsibilities simultaneously (multi‑task).
• Superior client service focus.
• Ability to travel to client locations as required.

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible).
• First‑class health and wellness benefits, including wellness coaching and mental health counseling.
• One‑on‑one professional coaching.
• Leadership and career development programs.
• Access to Beyond: a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally.