Transaction Advisory Services Manager jobs in United States
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Plante Moran · 23 hours ago

Transaction Advisory Services Manager

Plante Moran is a management consulting firm focused on delivering integrated solutions to clients' critical business needs. The Transaction Advisory Services Manager will provide strategic guidance and financial due diligence throughout the investment lifecycle, focusing on buy-side and sell-side engagements, including quality of earnings analysis and working capital assessments.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
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Growth Opportunities
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Responsibilities

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
Analyze financial statements to determine sustainability of performance
Assist in preparing proposals and engagement letters
Organize varying projects against deadlines and mange time effectively

Qualification

Financial AnalysisDue DiligenceAccounting PoliciesCPATransaction Advisory ExperienceClient InteractionFinancial ForecastingProject Management

Required

Bachelor's Degree in Accounting or Finance
4-6 years of experience in a Transaction Advisory services practice, an Audit or Consulting practice, or Investment Banking
Consistent travel with approximately 20% overnight

Preferred

Preferred Certifications: CPA

Benefits

Health, dental, vision, disability, and life insurance
Flexible Time Off
Various pre-determined holidays
401(k) plan
Flexible benefits plans
Business-related travel expense
Lodging, and meal reimbursement for business-related use
A pension plan is also available for eligible administrative and paraprofessional staff
A discretionary bonus plan is available for eligible staff
Some contingent staff positions the option to elect health insurance in addition to limited paid sick time

Company

Plante Moran

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Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.

Funding

Current Stage
Late Stage

Leadership Team

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Gordon Krater
Retired Partner
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Steve Schenbeck
Partner
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