Deal Advisory Managing Director

Cherry Bekaert AdvisoryTorrance, CA
Hybrid

About The Position

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. As part of the Firm’s continued investment into the growth of our Deal Advisory practice, an opportunity has been created for a Managing Director to join our senior leadership team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports the M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2025, our team advised on ~650+ deals with an aggregate transaction value exceeding $25B. Our ideal candidate will demonstrate experience owning and managing the growth of key client relationships, ensuring delivery quality, and working with BD/Marketing teams on new client outreach. If you are equally as comfortable participating in strategic discussions with executive leaders as you are performing relevant deal analysis – we’re ready to hear from you!

Requirements

  • Bachelor's Degree in Accounting (preferred), Finance or related business discipline
  • 15+ years within a professional services discipline, with 10+ years of direct experience in Financial Due Diligence, preferably within a Big 4, National or large Regional CPA firm
  • Strong GAAP, data analysis/mining and critical thinking skills
  • Demonstrated experience working with Private Equity groups
  • Willingness to travel as needed (expected <15%)
  • Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Nice To Haves

  • Advanced degree or relevant professional certification such as CPA or CFA preferred

Responsibilities

  • Lead and manage the Deal Advisory team to deliver high-quality transaction advisory services
  • Provide leadership within the practice to including coaching, mentoring and professional development or oversight of team members as well as performance feedback on a regular basis
  • Develop and maintain strong client relationships to drive business growth and secure new engagements
  • Oversee the execution of complex deals, ensuring alignment with client objectives and industry standards
  • Collaborate with other leaders to integrate services and leverage cross-functional expertise
  • Monitor industry trends and regulatory changes to provide strategic insights and guidance
  • Ensure compliance with organizational policies and ethical standards in all advisory engagements
  • Mentor and develop team members, fostering a culture of continuous learning and professional development
  • Contribute to the firm's strategic planning and business development initiatives

Benefits

  • annual bonus
  • medical
  • dental
  • vision care
  • disability and life insurance
  • generous Paid Time Off
  • retirement plans
  • Paid Care Leave
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