Transaction Advisory Services Manager

Responsibilities

As a manager in the Transaction Advisory Services team, 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.

• Research industry and target data
• Build financial models
• Analyze financial statements under GAAP
• Calculate adjustments and prepare detailed financial analysis to assist clients evaluating acquisition decisions
• Prepare reports, proposals, and engagement letters
• Present findings and participate in client meetings and site visits while interacting with top‑level management
• Assist with development and review of financial forecasts and reports to determine the quality of historical earnings and the status of assets and liabilities to be acquired
• Organize varying projects against deadlines and manage time effectively
• Supervise junior team members and assist with project scoping

• Bachelor’s Degree in Accounting or Finance
• CPA certification preferred
• 4–6 years of experience in a Transaction Advisory Services practice, Audit, Consulting, or Investment Banking
• Consistent travel, approximately 20% overnight
• Exempt position – may require overtime beyond a standard 40‑hour week
• Legally authorized to work in the United States; bilingual English‑Japanese or English‑Chinese preferred for certain roles

• Base salary range: $115,000 – $150,000 (varies by location: CO, IL, OH, MA)
• Health, dental, vision, disability, and life insurance
• Flexible Time Off and pre‑determined holidays
• 401(k) plan
• Business‑related travel expense reimbursement (lodging, meals)
• Discretionary bonus plan for eligible staff
• Flexible benefits plans and business‑related travel expense reimbursement for business‑related use
• Pension plan available for eligible administrative and paraprofessional staff
• Optional health insurance election for contingent staff with limited paid sick time

Plante Moran is an Equal Opportunity Employer. The firm is committed to a diverse workplace and adheres to a drug‑free workplace policy.