Senior Manager – Transaction Advisory Services

• Lead financial due diligence engagements for buy-side and sell-side transactions, including quality of earnings, working capital analysis, and financial modeling
• Manage multiple transaction engagement teams and ensure high-quality deliverables, clear communication, and adherence to deadlines
• Review client financials, identify key risks and value drivers, and present findings to executives, private equity firms, and other stakeholders
• Oversee preparation of Key Findings Reports, Databooks, and financial presentations
• Assess reported revenues, margins, earnings, net assets, net working capital, and cash flows
• Collaborate with tax, valuation, audit, advisory, and consulting teams throughout the transaction lifecycle
• Mentor and develop staff through training, feedback, and engagement coaching
• Stay current on market trends, accounting standards, and industry developments
• Lead meetings and conference calls with client and target-company management
• Serve as a secondary point of contact for day-to-day transaction execution matters
• Work with clients, investment banks, PE investors, attorneys, and other stakeholders
• Build and maintain client relationships and contribute to business development and priority client relationship teams
• Collaborate with TAS leaders and Eisner Amper professionals to drive growth and bring resources to opportunities
• Occasionally work extended hours or travel to/work from firm offices and client locations

• 10+ years of transaction advisory and/or audit experience from a national public accounting and/or other professional services firm
• 3+ years of supervisory experience
• Bachelor’s degree in accounting, finance, economics, or a related field
• CPA certification or successful completion of CPA certification in process preferred
• Strong technical knowledge of US GAAP, including ASC 606 revenue recognition, inventory, and accrual-based accounting
• High proficiency in Excel and Power Point
• Knowledge of Power BI and/or similar financial modeling analytical tools
• Excellent interpersonal and team-building skills
• Proficient written and oral communication skills
• Strong project management and multitasking abilities across simultaneous transactions
• Strong organizational skills
• Ability to work both as a team member and individual contributor
• Flexibility to be on call at select critical times during time-sensitive transactions
• Ability to thrive, remain effective, responsive, and decisive in fast-paced settings

Demonstrates expertise in financial due diligence, including quality of earnings and financial modeling, while effectively managing transaction teams and delivering high-quality client presentations. Proficient in US GAAP and skilled in building client relationships to drive business development.

• Financial Due Diligence
• US GAAP Expertise
• CPA Certification
• Project Management
• Team Leadership

• Financial Modeling
• Quality Of Earnings Analysis
• Working Capital Analysis
• Cash Flow Assessment
• Revenue Recognition
• Excel Proficiency
• PowerPoint Proficiency
• Power BI Knowledge
• Financial Presentation Preparation
• Risk Identification

• Interpersonal Skills
• Team-Building Skills
• Written Communication Skills
• Oral Communication Skills
• Organizational Skills

• CPA Certification

• Transaction Advisory
• Audit Experience
• Private Equity
• Stakeholder Engagement
• Market Trends
• Accounting Standards