Transaction Advisory Senior Manager

Grassi•Wayne, PA

2d•$150,000 - $225,000•Hybrid

About The Position

We are currently seeking a Transaction Advisory Senior 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 4+ years of Transaction Advisory experience, and 7+ 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 complex buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements, providing strategic insights that drive investment and transaction decisions
Directing multiple concurrent engagements and engagement teams, ensuring exceptional client service, technical excellence, and timely delivery across all phases of the transaction lifecycle
Advising private equity sponsors, strategic buyers, business owners, and executive leadership teams on key financial, operational, and transaction-related considerations
Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes
Developing and reviewing comprehensive reports, presentations, and analyses that communicate findings, proposed adjustments, and strategic recommendations to clients and stakeholders
Monitoring industry trends, market activity, accounting developments, and emerging transaction considerations to enhance client value and thought leadership
Evaluating revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses
Contributing to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships
Driving client relationships by serving as a trusted advisor and primary point of contact throughout the engagement and transaction process
Traveling to client sites, firm offices, and industry events as needed while maintaining flexibility to meet engagement and client service requirements

Benefits

Generous paid time off
Flexible “Dress for Your Day” dress code
Telecommuting options
Flex-time policies
Summer hours
Floating Summer Friday’s program
Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level
Medical, Dental, and Vision Insurance
Employer contribution to life insurance
401(k) plan
ESOP
Client and employee referral bonus program
Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees
Paid study time during work hours
Additional paid time off to take your scheduled exam
Bonus paid upon passing the CPA exam
Continuing Professional Education (CPE) opportunities, including both technical and soft skills training
Discounted gym memberships
Various wellness initiatives and programs such as the CALM app