Elliott Davis · 22 hours ago
Transaction Advisory Manager
Queens County, NY
Full-time
Hybrid
Senior Level
5+ years expElliott Davis is a forward-thinking tax, assurance, and consulting services firm that emphasizes inclusivity and collaboration. They are seeking a Transaction Advisory Manager to lead engagement teams in performing financial due diligence for private equity and strategic buyers, while also mentoring team members and developing client relationships.
Information Technology
Responsibilities
Lead engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for private equity, mezzanine funds, and strategic buyers
Perform quality of earnings, debt and debt-like, working capital analysis
Develop an understanding of a target’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies, in addition to challenging target assumptions
Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations
Communicate due diligence findings and critical deal issues confidently in a clear, concise and articulate manner, both verbally and in written reports
Create a collaborative team environment, motivate, and develop and mentor/coach team through communication and actions
Lead and participate in people development and business development efforts
Provide timely, high quality client service that meets or exceeds expectations
Identify performance improvement opportunities and recommend creative solutions to complex issues, in addition to identifying critical post-closing issues to be addressed
Growth minded, strengthens and develops client relationships, and oversee engagement economics and management of resources
Collaborate with other Elliott Davis team members
Qualification
Required
A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience
Bachelor's degree from an accredited college/university
Current licensed CPA
Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space
Excellent verbal and written communication skills
Strong Excel skills and proficient in Microsoft Office
Aptitude towards business development
Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project
Ability to thrive and adapt in a fast-paced, dynamic environment
Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues
Ability to manage multiple responsibilities simultaneously (multi-task)
Superior client service focus
Ability to travel to client locations as required
Preferred
Big 4, National or large regional firm experience preferred
Benefits
Generous time away and paid firm holidays, including the week between Christmas and New Year’s
Flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
First-class health and wellness benefits, including wellness coaching and mental health counseling
One-on-one professional coaching
Leadership and career development programs
Access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally
Company
Elliott Davis
Elliott Davis is a top 50 business solutions firm founded in 1920.
501-1000 employees
H1B Sponsorship
Elliott Davis has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
2021 (3)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Flexpoint Ford
2025-06-11Private Equity
Leadership Team
Richard Davis
Shareholder
Recent News
Private Equity Wire
2025-06-16
UPSTATE BUSINESS JOURNAL
2025-06-13
Company data provided by crunchbase