Transaction Advisory Services Manager

Responsibilities

• Lead and manage buy-side and sell-side financial due diligence engagements
• Oversee Quality of Earnings, working capital, and cash flow analyses
• Manage multiple concurrent engagements and project teams
• Serve as primary point of contact for clients and manage relationships
• Review databooks, analyses, and deliverables prepared by team members
• Identify key risks, trends, and value creation opportunities
• Communicate findings clearly to clients and stakeholders
• Develop engagement budgets, monitor billing, and manage realization
• Coach, mentor, and develop Associates and Senior Associates
• Support business development efforts and proposal development

Requirements

• Bachelor's degree in Accounting, Finance, or related field required
• 7+ years of experience in audit or transaction advisory services
• 3+ years of direct experience in financial due diligence
• CPA designation required
• Strong knowledge of US GAAP
• Advanced Excel and PowerPoint skills, and with AI and data automation tools a plus
• Strong project management and leadership skills
• Excellent communication and client relationship abilities
• Experience working with private equity clients preferred
• Ability to work in fast-paced transaction environments
• Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.
• * * * *
• NOTICE TO 3rd PARTY RECRUITERS
• At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.

Benefits

Additional Information

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. In your role as a Transaction Advisory Manager, you will lead transaction advisory engagements across buy-side and sell-side due diligence, supporting private equity firms, corporate clients, and entrepreneurs. You will help deliver high-quality financial due diligence that focuses on key value drivers, risks, and transaction considerations.

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