Transaction Advisory Services Manager

Weaver • Houston, TX

2d • Hybrid

About The Position

Weaver is looking for a Transaction Advisory Services Manager to join our growing firm. Weaver’s Transaction Advisory Services team is a high-performing team widely recognized for delivering exceptional attention to detail and a personal level of service. Our size enables us to be more nimble and responsive while servicing clients with transaction sizes ranging from $1 million to over $500 million. A Transaction Advisory Services Manager at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence. The Manager works to understand profit drivers and trends, assists with purchase agreements and post-closing transaction matters. A Manager is responsible for identifying issues for purchase price reductions, deal structuring or deal termination, and post-acquisition action steps to achieve anticipated earnings/cash flow improvements. The Manager is responsible for the overall engagement quality and timeline. They will assist in the review of databook and reports prepared by Associates and Senior Associates. The Manager will prepare client ready deliverables. A Weaver Manager is an excellent communicator and team leader, and is able to manage and develop staff.

Requirements

• Bachelor’s degree in Accounting
• CPA required
• 5 + years of experience in transaction advisory services/financial due diligence, or mergers and acquisitions transactions
• Demonstrate an advanced understanding of technical accounting literature with GAAP
• Possess experience with due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers, analyzing financial/operational results of targets through reviewing accounting records and conducting interviews with management, and preparing pro forma financial information
• Demonstrates independent thinking and strong decision-making skills

Nice To Haves

• Master’s degree in Accounting or related field
• Proven ability to manage, mentor and develop staff
• Strong relationship management and practice development skills
• Ability to attract and service new clients and expand services to existing clients

Responsibilities

• Assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence.
• Works to understand profit drivers and trends.
• Assists with purchase agreements and post-closing transaction matters.
• Identifies issues for purchase price reductions, deal structuring or deal termination, and post-acquisition action steps to achieve anticipated earnings/cash flow improvements.
• Responsible for the overall engagement quality and timeline.
• Assists in the review of databook and reports prepared by Associates and Senior Associates.
• Prepares client ready deliverables.
• Manages and develops staff.

Benefits

• Competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan.
• Flexible scheduled time off (STO)
• Minimum of 56 hours of sick and safe leave
• 11 holidays
• 2 scheduled recharge days
• In-house CPE and learning opportunities through our internal Learning & Development department
• Multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.

What This Job Offers

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