Title: Manager, Financial Due Diligence (Transaction Advisory Services)
Location: Remote, Candidates based in the Baltimore/DC area are preferred, but not required.
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.
Never miss an opportunity! Create an alert based on the job you applied for.
