Transaction Advisory Services Senior Consultant
Listed on 2026-01-13
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Finance & Banking
Financial Consultant, Financial Analyst
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Our management consulting team focuses on our clients' critical business needs. From transaction services to operations and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a Senior Consultant, you will focus on buy-side and sell-side due diligence engagements, including quality of earnings analysis, working capital assessments, and review of accounting policies to evaluate performance sustainability and identify risks. Responsibilities include researching industry and target data, building financial models, analyzing financial statements under GAAP, calculating adjustments, preparing reports, presenting findings, participating in client meetings, and assisting with project scoping.
Your role .Your work will include, but not be limited to:
- Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
- Prepare detailed financial analysis to assist clients evaluating acquisition decisions
- Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
- Develop and review financial forecasts
- Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired
- Assist in preparing proposals and engagement letters
- Bachelor's Degree in Accounting or Finance
- Preferred
Certifications:
CPA - Minimum 3-5 years of experience in a Transaction Advisory services practice, an Audit or Consulting practice, or Investment Banking
- Percentage of Completion accounting (POC) or Over Time Revenue Recognition experience preferred
- Frequent travel throughout the region, with approximately 20% overnight travel
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
What makes us different?On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.
So, what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed.
This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran…
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