Transaction Advisory Manager- Financial Due Diligence

Posted Yesterday
Be an Early Applicant
14 Locations
Hybrid
130K-160K Annually
Senior level
Financial Services
The Role
Manage financial due diligence engagements for acquisitions, divestitures, recapitalizations, and other transactions. Coordinate workstreams, analyze target financial and operational data, assess quality of earnings and working capital, evaluate forecasts and cash flows, identify transaction and integration issues, and prepare findings and recommendations. The role involves direct client interaction, management interviews, mentoring junior staff, industry research, data visualization, and up to 40% travel.
Summary Generated by Built In
Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!

Job Description:

We are currently accepting applications for a Manager in Transaction Advisory Services specifically focusing on financial due diligence. As a manager you will be a vital member of the team driving project management work at various points in the financial due diligence process.

The Manager will work directly with clients, target company management teams, and engagement leadership while mentoring junior team members and contributing to the continued growth of the practice. Our TAS team specializes in helping clients navigate acquisitions, divestitures, recapitalizations, and other strategic transactions through high-quality financial analysis and actionable insights.

The Manager can be based in any of the following US office locations (New York, NY; Whippany, NJ; East Brunswick, NJ; Princeton, NJ; Boston, MA; Philadelphia, PA; Tysons Corner, VA; Columbia, MD; Orlando, FL; Boca Raton, FL; Chicago, IL; Los Angeles, CA; Irvine, CA; San Francisco, CA). This is a hybrid position (3 days in office expectation per week).

Withum’s brand reflects our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How You’ll Spend Your Time:

  • Managing multiple work streams at any given time

  • Coordinating financial due diligence engagements

  • Collaborating with client management on diligence focus areas and providing real-time communications of issues and deal considerations

  • Participating in discussions regarding business performance and forecasting assumptions with senior team management

  • Identifying and supporting analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows

  • Working on reports that set out our findings and recommendations around the key financial and business issues in a transaction

  • Identifying integration, separation and post-transaction transition issues

  • Collaborating with other team members and contributing to the ongoing development of M&A best practices

  • Analyzing financial and operational results of businesses to be acquired or sold through reviewing accounting records, understanding the drivers of the business and conducting interviews with management

  • Researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients

  • Utilizing technology/tools in analyzing datasets and presenting visualizations

The Kinds of People We Want to Talk to Have Many of The Following:

  • A bachelor’s degree in accounting or finance and 5+ years of related M&A work experience; supported by an active CPA certification or in the process of obtaining one

  • Experience gained within another large professional services organization; public accounting experience preferred

  • High proficiency in Excel and PowerPoint

  • Effective communication skills both internally and externally, promoting active listening and consistently following up on open action items appropriately

  • Excellent analytical skills and the confidence to translate complex data into meaningful insights

  • The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts

  • Working knowledge of US GAAP

  • The desire to be a long-term contributor to a dynamic team

  • Must be willing and able to travel up to 40% on short notice

  • Experience in a mergers or acquisitions transactions role

  • Established networking skills in a relevant industry

The compensation for this position ranges from $130,000-$160,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

#LI-MD1 #LI-Hybrid

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.


Skills Required

  • Bachelor’s degree in accounting or finance
  • 5+ years of related M&A work experience
  • Active CPA certification or currently pursuing CPA certification
  • Experience with another large professional services organization
  • Public accounting experience
  • High proficiency in Excel and PowerPoint
  • Effective internal and external communication skills
  • Excellent analytical skills and ability to translate complex data into meaningful insights
  • Ability to prioritize effectively and adapt quickly to new challenges and concepts
  • Working knowledge of US GAAP
  • Experience in mergers or acquisitions transactions
  • Established networking skills in a relevant industry
  • Willingness and ability to travel up to 40% on short notice

Withum Compensation & Benefits Highlights

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

  • Parental & Family Support Childcare reimbursement up to 25% of eligible expenses, paid parental bonding leave (up to 10 weeks primary/3 weeks secondary), and access to back‑up care are highlighted as distinctive strengths. Recognition such as Best Workplaces for Parents reinforces the family-support focus.
  • Leave & Time Off Breadth Generous PTO, nine paid holidays, and a firmwide shutdown from Christmas through New Year’s create substantial time‑off opportunities. Senior Associates and above have Open Time Off.
  • Wellbeing & Lifestyle Benefits Fitness reimbursements, wellness programming, and firm‑paid tools like Headspace support mental and physical wellbeing. Wellness awards and incentives signal sustained investment in lifestyle benefits.

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The Company
HQ: Princeton, NJ
1,801 Employees
Year Founded: 1974

What We Do

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape. Visit www.withum.com for more information. #WithumWay

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