Transaction Advisory Services Manager

Kahn Litwin Renza & Co•Boston, MA

3d•Hybrid

About The Position

KLR is seeking a Transaction Advisory Services Manager to join their firm based in their Providence, RI or Boston, MA office on a hybrid basis. This role involves leading and managing buy-side and sell-side financial due diligence engagements, analyzing target company financials, identifying key trends, risks, and value drivers, and preparing comprehensive due diligence reports. The manager will also mentor junior team members, collaborate with other advisory teams, and serve as a primary point of contact for clients and external stakeholders.

Requirements

Bachelor’s degree in Accounting, Finance, or related field
5+ years of relevant experience in accounting or finance; audit background preferred but not required
CPA or CFA designation required
Experience working with private equity firms and/or portfolio companies preferred but not required
Strong understanding of cash, modified cash, and accrual (GAAP) accounting, including cash-to-accrual conversions
Excellent analytical, problem-solving, and documentation skills
Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint)
Experience with Macabacus and QuickBooks preferred
Solid general business acumen, strong communication and interpersonal skills, with the ability to effectively engage clients and internal teams
Proven ability to manage multiple projects and meet tight transaction deadlines

Nice To Haves

audit background preferred but not required
Experience working with private equity firms and/or portfolio companies preferred but not required
Experience with Macabacus and QuickBooks preferred

Responsibilities

Lead and manage buy-side and sell-side financial due diligence engagements from planning through delivery
Analyze target company financials and operating data to identify key trends, risks, and value drivers, including: Historical and projected financial, operational, and commercial performance, Quality of earnings adjustments and EBITDA normalization, Working capital trends and debt-like items, Potential liabilities and transaction-related risks impacting valuation
Identify pre- and post-acquisition considerations, including operational and financial integration risks
Drive key deal insights, including purchase price adjustments, deal structuring considerations, and transaction risks
Evaluate business models, revenue streams, and cost structures to assess overall transaction viability
Prepare and review comprehensive due diligence reports, including Quality of Earnings, working capital, and other transaction analyses
Manage, mentor, and develop junior team members, providing ongoing coaching, training, and performance feedback
Collaborate cross-functionally with valuation, tax, IT, and other advisory teams to deliver integrated client solutions
Serve as a primary point of contact for clients and external stakeholders, including target management, investment bankers, and legal advisors
Communicate findings clearly and effectively to senior leadership, clients, and deal teams
Contribute to the development of training programs, enhancement of due diligence methodologies, and adherence to firm quality and compliance standards