Transaction Advisory Manager​/Sr Manager

Rochester, United States | Remote/Hybrid option available. Travel to the Rochester office at least once every other month is requested.

We are seeking an experienced accounting professional to join our growing Transaction Advisory team. As a key member of the team, you will work with clients across a range of industries, supporting M&A transactions, financial due diligence, and complex deal‑related accounting matters.

• Lead financial due diligence efforts for buy‑side and sell‑side transactions, including quality of earnings (QoE), working capital, and net debt analysis, and identifying key risks, trends, and deal considerations.
• Analyze target company financials, including historical earnings, cash‑flow sustainability, and balance‑sheet exposures, to support valuation and transaction structuring.
• Evaluate non‑recurring items, EBITDA adjustments, and accounting policies to assess normalized performance and potential deal impacts.
• Support clients through the entire transaction lifecycle, including diligence, deal execution, and post‑close integration considerations.
• Serve as a strategic advisor on transaction‑related accounting matters, including purchase accounting, revenue recognition implications, debt modifications, and lease considerations.
• Lead the preparation of due diligence reports, financial analyses, and key findings presentations for clients, private equity sponsors, and other stakeholders.
• Coordinate and manage data‑room activities, including reviewing financial information, responding to diligence requests, and interfacing with client management teams.
• Collaborate with cross‑functional teams (Transaction Advisory, Audit, Tax, and other Advisory practices) to deliver integrated deal support and insights.
• Assist in evaluating financial forecasts, business plans, and key value drivers to assess reasonableness and identify upside/ downside risks.
• Support post‑transaction activities, including purchase‑price allocation, opening balance‑sheet assessments, and integration‑related accounting considerations.
• Maintain strong client relationships, serving as a key point of contact throughout the diligence and transaction process, and contribute to other accounting and advisory engagements as needed.
• Collaborate cross‑functionally with Audit, Tax, and other Advisory practices to deliver integrated solutions and identify additional client service opportunities.

Education and Experience

• 6+ years of experience in transaction advisory, financial due diligence, or technical accounting, preferably with a mix of public accounting and corporate experience (10+ years for Senior Manager level).
• Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred.
• Strong understanding of GAAP with the ability to apply accounting guidance in a transaction context.
• 4+ years of direct experience with quality of earnings analysis, or M&A‑related projects is required.
• Advanced analytical skills with the ability to interpret complex financial data and identify key deal risks and adjustments.
• Proven ability to manage multiple concurrent transactions in a fast‑paced, deadline‑driven environment.
• Excellent communication skills, with the ability to present findings and insights clearly to clients and deal stakeholders.
• Strong attention to detail and commitment to delivering high‑quality, client‑ready deliverables.
• High energy, adaptability, and a strong desire to work in a dynamic, client‑oriented environment.
• Flexibility and openness to work on a variety of assignments, industries, and roles.

Salary Information: In the spirit of pay transparency, the base pay range for this position is $100,000 – $120,000 – $150,000 annually. This range is base pay only and does not include other components such as the annual Manager bonus program or Management Incentive Grant program. Compensation is influenced by a variety of factors, including skills, experience, qualifications, education, and geographic location.

Incentives, if any, depend on various performance factors.

• Competitive salaries and annual bonus program.
• Paid time off: 4–5 weeks based on level.
• 16 paid holidays.
• Remote/hybrid work flexibility.
• 401(k) plan with firm contributions.
• Tuition reimbursement program.
• 100% employer‑paid parking.
• Spot bonus program and CPA bonus.
• Variety of medical plan options with opt‑out dollars.
• Growth and development opportunities, including training, technology investments, and advisory/mentorship programs.
• Opportunities for involvement in outreach, innovation, wellness, and diversity, equity, and inclusion initiatives.