Senior Manager, Transaction Advisory Services

Reposted 5 Days Ago
Be an Early Applicant
McKinney, TX, USA
In-Office
Senior level
Retail • Sales
The Role
Responsible for conducting financial due diligence on the buy side, reporting insights, and preparing post-closing requirements for M&A transactions.
Summary Generated by Built In

Position Purpose:

SRS Distribution is looking for a critical thinking, articulate accountant to join the Transaction Services team.  In this role, you will primarily be responsible for conducting financial due diligence on the buy side, reporting and providing insight to stakeholders, as well as contributing to the preparation of post-closing requirements.  This role offers significant opportunities, exposure and a chance to be part of a company that is fast-paced and is continuously growing.

Key Responsibilities:

  • Perform buy-side financial diligence, providing comfort on seller reported revenue, gross profit, operating expenses and EBITDA
  • Ability to quickly obtain trust from sellers in terms of confidence and competency related to the financial due diligence process, objectives and overall business acumen
  • Assess and report on adjustments to reported results for one-time, non-recurring or incorrectly categorized items (Adjusted Revenue and EBITDA)
  • Analyze working capital trends and determine working capital target for seller within the purchase agreement
  • Determine and communicate proforma adjustments to provide insight on results reported on a go forward basis post transaction (Proforma Adjusted Revenue and EBITDA)
  • Provide insight for associates on valuable insights discovered through the QOE process, such as customer concentration and credit risks
  • Oversee planning and execution of accounting related closing weekend tasks, and attend as necessary
  • Assist in the compilation and preparation of post-closing requirements, for example the closing working capital statement and related purchase price adjustment

Minimum Years of Work Experience:

  • 5+ years of relevant experience, including 2-3 years in a management role.

Minimum Qualifications:

  • 5+ years of dedicated experience in Transaction Advisory Services within a top CPA firm or in a Corporate Development/Internal M&A role with a high-growth, acquisition-focused company.
  • Ability to interact and build trust with external owners and internal executives.
  • Experience in U.S. GAAP, M&A transaction mechanics, and complex financial analysis (QoE, Working Capital items).
  • Strong proficiency in data consolidation, analysis and presentation.

Minimum Education:

  • Bachelor’s degree in accounting or finance, with semester hours completed to be CPA eligible

Certifications:

  • CPA designation preferred.

Competencies:

  • Agility and Resilience
  • Business Insights
  • Collaboration
  • Customer Focus
  • Develop Talent
  • Drive Results
  • Leadership Courage
  • Proficient in GAAP principles with financial acumen
  • Strategic & meticulous
  • Proactive & resilient
  • Strong interpersonal skills
  • Skilled in data consolidation & analysis
  • Competent in the utilization of formulas and functions
  • Emotional intelligence
  • Team development & talent management

Direct Manager/Direct Reports:

  • Reports directly to the VP of Accounting (M&A and Special Projects).

Travel Requirements:

  • Willingness and flexibility to travel as required to target company locations (up to 20-30% travel)

Work Location:

  • McKinney, TX- SRS Distribution Headquarters
  • Atlanta, GA- GMS Headquarters

Working Conditions:

  • Standard office environment located at the SRS Distribution Headquarters in McKinney, TX.

Physical Requirements:

  • Prolonged periods of sitting at a desk, working on a computer and ability to lift 15 lbs. as needed

      

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Job Location: SRS Distribution - McKinney

      

7440 State Highway 121 McKinney, TX 75070-3104

As an Equal Employment Opportunity (EEO) employer SRS Distribution Inc., including all its subsidiaries, provides job opportunities to qualified individuals without regard to actual or perceived race, color, creed, religion, national origin, sex, gender, age, disability, gender identity, sexual orientation, citizenship status, uniform service, veteran status, marital status, genetic information, physical or mental disability, or any other characteristic in accordance with applicable federal, state, and local EEO laws. If you are an individual with a disability or a disabled veteran and require a reasonable accommodation in applying for any posted position, please contact Human Resources at US: 855.556.3221, or by email to: [email protected] with the nature of your accommodation request and include the Business name, location and title of the job opening. Please allow one (1) business day for a reply. All employment offers are contingent upon successful completion of a background check and drug screen, as permitted by law.

Competitive weekly/bi-weekly pay, discretionary bonuses, 401(k) with company match, Employee Stock Purchase Plan, paid time off (vacation, sick, volunteer, holidays, birthday, floating), medical/dental/vision, flexible spending accounts, company-paid life and short-term disability, plus optional long-term disability, and additional life insurance. All benefits subject to eligibility.

Should a Candidate be submitted to fill a position by a recruiting or staffing services agency (“Agency”), the Company has no obligation to pay the Agency any fee for submission, offer, placement or any service without a fully executed contract of service covering the engagement.

Skills Required

  • 5+ years of relevant experience in Transaction Advisory
  • 2-3 years in a management role
  • Experience in U.S. GAAP
  • Strong proficiency in data consolidation and analysis
  • Bachelor's degree in accounting or finance, CPA eligible

SRS Distribution Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SRS Distribution and has not been reviewed or approved by SRS Distribution.

  • Strong & Reliable Incentives Variable compensation in sales and incentive programs for drivers create meaningful earnings upside beyond base pay. Top performers in sales report materially higher total compensation than base.
  • Equity Value & Accessibility An employee stock purchase plan and broad employee equity participation point to accessible ownership opportunities. A large distribution of equity value to thousands of employees underscores tangible upside beyond cash pay.
  • Healthcare Strength Multiple medical and dental plan options, vision, HSA/FSA, and company‑paid life and disability indicate robust core coverage. Added supports like an EAP and virtual doctor care expand the health and wellbeing offering.

SRS Distribution Insights

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The Company
McKinney, Texas
2,391 Employees
Year Founded: 2008

What We Do

SRS Distribution is the fastest growing distributor of building products in the United States. Our talented team of industry experts focus all efforts on delivering the highest quality products and services to bring true value to every contractor. This commitment is evident in two exclusive SRS offerings developed with customers in mind: TopShield, our premium product line covering any roofing project end-to-end, and Roof Hub, our real-time project management tool that offers operational insights and updates on the go or from your desk. As a people-first company, SRS offers highly motivated and engaged employees a career path in an entrepreneurial inclusive culture where the corporate office works for the field and not the reverse. Not only does SRS care deeply about customers and employees, but also the communities in which we operate. Raise the Roof Foundation supports veterans and military families, disaster relief efforts and I local assistance for children and families in crisis. SRS is a private company led by a management team of industry veterans who understand the needs of the professional roofing contractor. SRS has grown rapidly through acquisition and the opening of multiple new locations since our February 2008 inception. SRS enjoys strong investor and banking relationships and a solid balance sheet to enable us to remain a high-growth company in the years ahead. SRS also aims to become the most attractive distribution partner to our many valued suppliers by forming collaborative relationships built on trust and friendship that date back many decades. SRS has a very narrow product focus with roofing making up almost 95% of sales. This focus allows us to enjoy a broader and deeper inventory of roofing products at each location than many of our competitor

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