Transaction Advisory Services Manager

BST Gallagher Flynn LLP•South Burlington, VT

2d•Hybrid

About The Position

BST Gallagher Flynn is a regional accounting and advisory firm formed through the merger of BST & Co. and Gallagher Flynn & Company. The combined firm provides assurance, tax, transaction advisory, outsourced accounting, consulting, valuation, forensic accounting, and other specialized services to businesses, nonprofit organizations, governmental entities, and individuals across the Northeast and beyond. With headquarters in Latham, New York and South Burlington, Vermont, the firm brings together the collective expertise, industry depth, and relationship-driven culture of both organizations to help clients navigate an increasingly complex business environment with confidence. We offer a flexible work schedule, an excellent benefits program, professional education opportunities, competitive compensation, and most importantly, a people-focused culture with genuine support inside and outside of work. Our Transaction Advisory Services team works directly with business owners, private equity groups and strategic buyers to navigate the complexities of buying, selling and transitioning ownership of a business. We provide financial due diligence, quality of earnings analysis, valuation and other transaction-related services for small-to-middle-market businesses, helping clients make informed decisions throughout the transaction process. Our growing TAS practice offers challenging and rewarding opportunities to work alongside firm leaders and client executives, develop your expertise and build meaningful client relationships. The Manager will work collaboratively with practice leaders and team members to execute financial due diligence, business valuation analyses and other transaction-based consulting engagements. The Manager will play a key role in managing engagements, developing analyses and deliverables, and providing high-quality insights to support client decision-making. The Manager will report to and work closely alongside the practice leaders and will possess strong project management capabilities, technical knowledge and critical thinking skills, including the ability to interpret and analyze client financial information in the context of applicable accounting standards. This role offers the opportunity to take on significant responsibility in a fast-paced consulting environment while managing multiple engagements and mentoring team members. This position will be based out of our South Burlington, VT or Albany, NY office, with remote capabilities also considered.

Requirements

Bachelor’s degree in accounting
Minimum of 5 years in public accounting (audit and/or transaction advisory), with 2+ years in transaction advisory preferred
CPA license preferred
Excellent technical skills, including data management and analysis
Experience in Excel and PowerPoint
Strong communication skills, both written and verbal
A well-rounded balance of financial accounting and business acumen
Capability of managing multiple projects and tasks on short-notice engagements
Strong critical thinking, analytical and problem-solving skills
Ability and flexibility to perform within a time-sensitive, deadline-driven environment
Ability to work at varying levels of responsibility depending on project type and timing; willingness to flex upwards and downwards over the course of an engagement
Ability to work both independently and collaboratively in a team environment
Demonstrated attention to detail and commitment to producing high-quality work

Responsibilities

Lead day-to-day responsibilities in buy-side and sell-side financial due diligence engagements with both private equity and strategic corporate buyers across a wide range of industries
Lead diligence meetings with target company management team
Perform quality of earnings and working capital analyses, including formulation of adjusting entries to client financial statements
Understand and evaluate financial and operational trends of subject companies
Assist with analyzing the financial operations of the target companies and identify issues that may impact the purchase price and resolving them
Prepare and communicate due diligence findings in a formal report
Manage multiple tasks and projects at a time
Assist in preparing proposals and engagement letters
Supervise Associates and provide performance review feedback