Manager, Financial Due Diligence (Transaction Advisory Services)

Terms of Employment

• Full-Time, Permanent
• This position is remote (US-based). Candidates based in the Baltimore/DC area are preferred, but not required.
• This position travels nationally 10–15% of the time.

Overview
Our client is seeking a Manager to join their Financial Due Diligence team within the Transaction Advisory Services (TAS) practice. In this role, you will work closely with the firm’s nationally recognized Mergers & Acquisitions (M&A) Advisory professionals, supporting both corporate and private equity clients across buy-side and sell-side transactions. The firm’s holistic M&A platform supports clients throughout the full transaction lifecycle — from pre-close readiness and diligence through post-close integration and execution. As a Manager, you will serve as a day-to-day engagement leader, overseeing financial due diligence analyses, managing client relationships, and mentoring junior team members, while delivering high-quality insights that inform investment and transaction decisions. You will…

• Lead and manage buy-side and sell-side financial due diligence engagements for clients acquiring or divesting businesses.
• Serve as a primary point of contact for clients, including private equity investors, corporate development teams, and executive management.
• Oversee and review analyses related to quality of earnings, working capital, normalized EBITDA, and cash flow.
• Direct the preparation and review of financial diligence reports, ensuring accuracy, clarity, and alignment with client objectives.
• Manage engagement timelines, budgets, and staffing while ensuring timely delivery of work products.
• Participate in and lead client meetings and management interviews, synthesizing findings and communicating key risks and opportunities.
• Collaborate cross-functionally with Tax, Audit, Valuation, and Consulting teams to deliver integrated M&A advisory solutions.
• Coach, mentor, and review the work of Senior Associates and Associates.
• Assist in business development activities, including proposal development, scoping discussions, and engagement letters.
• Utilize firm-designated analytical, financial modeling, and presentation tools to support diligence efforts.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or Economics; CPA or CFA strongly preferred.
• 5-8+ years of experience in public accounting, consulting, or corporate development, with a significant focus on Transaction Advisory Services, Financial Due Diligence, or M&A-related engagements.
• Demonstrated hands-on experience leading financial due diligence engagements, including quality of earnings and working capital analyses.
• Strong command of financial statement analysis, deal mechanics, and transaction-related adjustments.
• Advanced proficiency in Microsoft Excel (complex models, data analysis) and PowerPoint.
• Proven ability to manage client engagements, lead teams, and review deliverables in a deadline-driven environment.
• Excellent written and verbal communication skills, with the ability to present findings to senior-level stakeholders.
• Ability to travel nationally up to 10-15%.

Preferred Qualifications

• Prior experience within a Big 4 or national accounting firm in TAS, FDD, or Deal Advisory.
• Significant exposure to private equity transactions, including platform and add-on acquisitions.
• Familiarity with purchase agreements, LOIs, working capital mechanisms, and transaction structures.
• Experience supporting business development efforts and expanding client relationships.
• Exposure to data analytics tools (Power BI, Alteryx, Tableau) or advanced Excel modeling.
• Strong interest in long-term career growth within M&A advisory and transaction services.