Step into a role where your accounting expertise goes beyond reporting the numbers to helping clients understand what those numbers mean for their business. As a Transaction Advisory Services Manager working with the external deal team members and internal tax, audit and client advisory teams, you'll work directly with clients on merger and acquisition (M&A) lifecycle-from initial planning to post-sale wealth strategy, while helping shape a growing advisory practice. You'll have the opportunity to make an immediate impact, contribute ideas, and use evolving technology and AI-enabled tools to spend less time assembling data and more time analyzing it and advising clients.
As a Transaction Advisory Services Manager, you'll serve as a controller-level advisor to a portfolio of clients, overseeing financial reporting, close processes, forecasting, cash flow analysis, internal controls, and other key financial deliverables. You'll turn large volumes of financial data into clear insights and recommendations, manage multiple engagements, and provide leadership to the professionals supporting your clients. You'll also collaborate closely with colleagues across audit and tax on transaction advisory engagements and help clients navigate important business decisions with strong GAAP knowledge, financial analysis, project management, and sound judgment.
This is a local hybrid schedule and will require a minimum of 3 days working the office in Bellevue, WA.
Essential functions of the job include but are not limited to:
- Lead and manage multiple transaction-related engagements, including financial due diligence (buy-side and sell-side), quality of earnings analyses, net working capital and net debt analyses, carve-out and divestiture support, and post-close integration, delivering actionable insights to private equity, corporate, and strategic clients.
- Apply US GAAP (and, where relevant, IFRS) to evaluate target financials, identify accounting policy differences, and assess the quality and sustainability of reported earnings
- Exercise strong judgment across diverse industries and deal structures, tailoring diligence scope and procedures to deal size, complexity, timeline, and client objectives
- Direct quality of earnings workstreams, including EBITDA and adjusted EBITDA bridges, proof of cash, revenue and margin analyses, and normalization adjustments; review and approve diligence reports, databooks, and management presentations before client delivery
- Analyze net working capital, net debt and debt-like items, and cash flow conversion to support purchase price negotiations, peg mechanisms, and SPA/APA terms, including review of closing statements and purchase price adjustments
- Evaluate historical results, trends, and budget and forecast assumptions for target companies; assess the reasonableness of projections and synergy cases to inform valuation, deal structuring, and investment decisions
- Identify key deal risks and value drivers, including accounting, tax, and compliance exposures, internal control weaknesses, and off-balance-sheet liabilities; communicate findings and recommendations to deal teams, investment committees, and senior stakeholders
- Support integration and separation planning, including Day 1 readiness, opening balance sheet and purchase accounting considerations, and financial close and reporting process design
- Manage engagement economics and workplan, including scoping, staffing, budgets, and timelines; coach and develop senior associates and staff; and build client relationships to drive repeat business and pursuit support (proposals, credentials, and pitch meetings)
- Serve as liaison with external deal team members and provide reliable communication to keep all internal and external stakeholders informed on status to manage expectations and deadlines.
- Oversee and manage engagement discovery, planning, staffing, budgets, timelines, and deliverables to ensure successful outcomes across multiple concurrent clients.
- Provide leadership to remote and hybrid teams, including coaching, feedback, workload review, and performance evaluations.
- Lead onboarding of new clients, support system implementation, and continuously improve financial processes and operational efficiency.
- Manage engagement billings and scope alignment, identify cross-selling and advisory opportunities, and contribute to proposals and practice development.
- Perform other duties as assigned by the Shareholder in-charge of CAS to support the needs of the department organization.
Eligibility: You must pass a background check that includes a credit check at any time to remain eligible for this position.
Education: Bachelor's degree in accounting, finance or related field preferred including the 5th year requirement completed or a combination of education and directly related work experience. Active CPA certification preferred.
Experience: A minimum of 5 years of experience providing a full spectrum of progressive accounting or controllership experience including hands-on experience managing a variety of projects.