Transaction Advisory Manager

Grassi•Wayne, PA

2d•$120,000 - $170,000•Hybrid

About The Position

We are currently seeking a Transaction Advisory Manager focused on Financial Due Diligence to join our team in any of the following office locations: Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. We will also consider remote candidates based in New York, New Jersey, Massachusetts, Connecticut, and the Greater Philadelphia market. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Requirements

Bachelor’s degree in Accounting, Finance, or related field
Minimum of 2+ years of Transaction Advisory experience, and 5+ total years of relevant experience
CPA license required
Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered
Excellent interpersonal, organizational, initiative, and leadership skills
Strong written and verbal communication skills
Proficiency with Microsoft Office Suite and relevant software
Ability to manage multiple priorities in a deadline-driven environment
Maintains a high level of professionalism and consistently demonstrates respect for others

Responsibilities

Leading buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements, delivering actionable insights that help clients evaluate transaction opportunities and make informed business decisions
Managing multiple concurrent engagements while ensuring exceptional client service, high-quality deliverables, and timely execution across all phases of the transaction process
Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes
Developing comprehensive reports, presentations, and analyses that clearly communicate findings, proposed adjustments, and strategic considerations to clients and stakeholders
Evaluating revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses
Facilitating meetings and discussions with clients, target company management, and key stakeholders while serving as a trusted advisor throughout the engagement lifecycle
Building and maintaining strong client relationships through responsive service, technical expertise, and a commitment to delivering meaningful business insights
Contributing to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships
Supporting a collaborative team environment that promotes knowledge sharing, innovation, and excellence in serving clients across diverse industries
Traveling to client sites, firm offices, and industry events as needed while maintaining flexibility to meet engagement and client service requirements