Transaction Advisory Services Manager

Calvetti Ferguson - Experienced Professionals • Houston, TX

4h

About The Position

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.
In your role as a Transaction Advisory Manager, you will lead transaction advisory engagements across buy-side and sell-side due diligence, supporting private equity firms, corporate clients, and entrepreneurs. You will help deliver high-quality financial due diligence that focuses on key value drivers, risks, and transaction considerations.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field required
• 7+ years of experience in audit or transaction advisory services
• 3+ years of direct experience in financial due diligence
• CPA designation required
• Strong knowledge of US GAAP
• Advanced Excel and PowerPoint skills
• Strong project management and leadership skills
• Excellent communication and client relationship abilities
• Ability to work in fast-paced transaction environments

Nice To Haves

• AI and data automation tools a plus
• Experience working with private equity clients preferred

Responsibilities

• Lead and manage buy-side and sell-side financial due diligence engagements
• Oversee Quality of Earnings, working capital, and cash flow analyses
• Manage multiple concurrent engagements and project teams
• Serve as primary point of contact for clients and manage relationships
• Review databooks, analyses, and deliverables prepared by team members
• Identify key risks, trends, and value creation opportunities
• Communicate findings clearly to clients and stakeholders
• Develop engagement budgets, monitor billing, and manage realization
• Coach, mentor, and develop Associates and Senior Associates
• Support business development efforts and proposal development

Benefits

• At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential.

What This Job Offers

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