Transaction Advisory Services

NorthPoint Search Group • Atlanta, GA

2d

About The Position

The Transaction Advisory Manager will join the Transaction Advisory Services group at the client’s North Atlanta office. The group advises strategic buyers and sellers, including private and public companies, as well as private equity investors across industries such as manufacturing, distribution, technology, retail, hospitality, and business services. The team supports buy-side and sell-side transactions by analyzing financial information and helping clients make informed decisions that protect their interests and investment returns.

The manager plans, executes, directs, and completes financial and accounting due diligence engagements. The role includes managing client expectations and deliverables, developing client relationships, supervising and mentoring team members, supporting proposals and business development, and communicating with clients and colleagues at all organizational levels. The position involves travel 15–20% of the time. The firm is described as a Top 100 CPA firm offering excellent compensation and benefits.

Requirements

• At least five years of recent experience in audit or transaction advisory is preferred.
• Four-year bachelor's degree.
• Licensed CPA.
• Knowledge of GAAP; the description also calls for strong current knowledge of US GAAP and GAAS, transaction advisory services, or mergers and acquisitions.
• Ability to understand and apply Excel skills.
• Poise when working with private equity and corporate executives.
• Ability to work effectively and personably with a diverse group.
• Strong leadership, training, and mentoring skills.

Nice To Haves

• At least five years of recent experience in audit or transaction advisory is preferred.

Responsibilities

• Plan, execute, direct, and complete financial and accounting due diligence for private equity and strategic buyers and sellers across a range of industries.
• Develop relationships with clients and interact effectively with target company executives.
• Compile and analyze historical financial data and financial statements provided by buyers or sellers, and conduct interviews with buyers or sellers.
• Assess the quality of client or selling-company earnings, including quality of earnings and normalized EBITDA, by identifying profitability trends and potentially aggressive accounting policies.
• Supervise senior staff and associates and provide performance-review feedback.
• Assist partners and senior managers with proposals and new business opportunities by drafting responses, participating in proposal processes, building client relationships, demonstrating knowledge of client businesses, and communicating with buyers and sellers.
• Manage client expectations regarding project deliverables and deadlines, and lead change efforts effectively.
• Develop and maintain client relationships and cross-sell services.
• Communicate verbally and in writing with clients and colleagues at all levels to accomplish objectives and demonstrate knowledge and confidence.
• Foster relationships with coworkers and clients, including strategic and private equity clients.
• Participate in a workplace that values camaraderie, collaboration, and community involvement.
• Travel 15–20% of the time.

Benefits

• Excellent compensation and benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager