Manager, Transaction Advisory

Overview

At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek variety, we would love to talk to you!

The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.

The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring-ensuring clients are well-informed and positioned for successful outcomes.

• Lead and execute comprehensive buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients
• Analyze and interpret complex financial and operational data of target companies to develop insightful Quality of Earnings reports that support informed investment decisions
• Identify key diligence issues and value creation opportunities, providing actionable recommendations for post-acquisition integration and performance improvement
• Conduct in-depth industry and market research to benchmark performance, assess trends, and evaluate the competitive positioning of target companies
• Collaborate closely with senior stakeholders, including C-suite executives, investment bankers, private equity partners, legal advisors, and internal teams to drive deal success
• Coach, mentor, and oversee junior team members, fostering professional development through hands-on training, performance feedback, and knowledge sharing to build a high-performing team

• Bachelor s Degree in Accountancy, Finance, or a related field
• Minimum of five (5) years of relevant work experience in audit or transaction advisory services from a large public accounting or consulting firm
• Proficiency with Microsoft Office, primarily Excel and Power Point
• Excellent written and verbal communication skills
• Ability to develop relationships with both team members and external clients

• Minimum of five (5) years of relevant work experience with at least three (3) years of transaction advisory financial due diligence experience from a large public accounting or consulting firm
• Current and valid CPA (Certified Public Accountant) license
• Masters Degree in Accountancy

Colorado’s Equal Pay for Equal Work Act (SB 19-085) salary information is included in the job posting where applicable. The salary range displayed is for the Colorado market and will be based on the experience, education, and skill set of the individual for the position.