Insero

Manager

• Lead financial due diligence efforts for buy-side and sell-side transactions, including quality of earnings (QoE), working capital, and net debt analysis, identifying key risks, trends, and deal considerations
• Analyze target company financials, including historical earnings, cash flow sustainability, and balance sheet exposures, to support valuation and transaction structuring
• Evaluate non-recurring items, EBITDA adjustments, and accounting policies to assess normalized performance and potential deal impacts
• Support clients through the entire transaction lifecycle, including diligence, deal execution, and post-close integration considerations
• Serve as a strategic advisor on transaction-related accounting matters, including purchase accounting, revenue recognition implications, debt modifications, and lease considerations
• Lead the preparation of due diligence reports, financial analyses, and key findings presentations for clients, private equity sponsors, and other stakeholders
• Coordinate and manage data room activities, including reviewing financial information, responding to diligence requests, and interfacing with client management teams
• Collaborate with cross-functional teams (Transaction Advisory, Audit, Tax, and other Advisory practices) to deliver integrated deal support and insights
• Assist in evaluating financial forecasts, business plans, and key value drivers to assess reasonableness and identify upside/downside risks
• Support post-transaction activities, including purchase price allocation, opening balance sheet assessments, and integration-related accounting considerations
• Maintain strong client relationships, serving as a key point of contact throughout the diligence and transaction process
• Contribute to other accounting and advisory engagements as needed
• Collaborate cross-functionally with Audit, Tax, and other Advisory practices to deliver integrated solutions and identify additional client service opportunities

Transaction Advisory Manager/Sr Manager

• Lead financial due diligence efforts for buy-side and sell-side transactions, including quality of earnings (QoE), working capital, and net debt analysis
• Analyze target company financials, including historical earnings, cash flow sustainability, and balance sheet exposures, to support valuation and transaction structuring
• Evaluate non-recurring items, EBITDA adjustments, and accounting policies to assess normalized performance and potential deal impacts
• Support clients through the entire transaction lifecycle, including diligence, deal execution, and post-close integration considerations
• Serve as a strategic advisor on transaction-related accounting matters, including purchase accounting, revenue recognition implications, debt modifications, and lease considerations
• Lead the preparation of due diligence reports, financial analyses, and key findings presentations for clients, private equity sponsors, and other stakeholders
• Coordinate and manage data room activities, including reviewing financial information, responding to diligence requests, and interfacing with client management teams
• Collaborate with cross-functional teams (Transaction Advisory, Audit, Tax, and other Advisory practices) to deliver integrated deal support and insights
• Assist in evaluating financial forecasts, business plans, and key value drivers to assess reasonableness and identify upside/downside risks
• Support post-transaction activities, including purchase price allocation, opening balance sheet assessments, and integration-related accounting considerations
• Maintain strong client relationships, serving as a key point of contact throughout the diligence and transaction process
• Contribute to other accounting and advisory engagements as needed
• Collaborate cross-functionally with Audit, Tax, and other Advisory practices to deliver integrated solutions and identify additional client service opportunities

Accounting Manager

• Lead the research, interpretation, and application of complex technical accounting guidance for clients related to new business initiatives and non-routine or judgmental transactions; develop, document, and communicate accounting conclusions and recommendations.
• Serve as a trusted accounting advisor to clients by leading the implementation and reporting of complex transactions, including debt modifications, revenue recognition, business combinations, and lease accounting.
• Direct and review the preparation of client financial statements and related disclosures in accordance with generally accepted accounting principles, including both public and private company clients.
• Manage clients audit readiness efforts, including preparation of supporting schedules, coordinating audit timelines, and serving as the primary point of contact for external auditors.
• Lead client engagements related to the adoption of new accounting standards, including assessing impact, developing implementation plans, and advising on accounting policies and procedures.
• Key liaison for client engagements, coordinating directly with client finance teams and internal partners.
• Collaborate cross-functionally with Audit, Tax, and other Advisory practices to deliver integrated solutions and identify additional client service opportunities.
• Support clients with various accounting projects, including implementing reconciliations and procedures.
• Assist with quality of earnings and other due diligence activities.
• Analyze financial forecasts, historical earnings, assets and liabilities of target client.
• Identify and understand trends, ratios and indicators.
• Perform special projects and ad-hoc consulting engagements based on client needs.

Accounting & Advisory Manager/Senior Manager

Accountant

• Preparing difficult personal and business returns
• Reviews tax returns/work files for completeness, accuracy and compliance
• Monitors tax deadlines to ensure timely preparation of returns
• Performs tax research and helps train staff
• Understanding and completing the steps in conducting research projects
• Assisting audit and accounting staff with non-complex tax questions
• Understanding tax accruals
• Responding to IRS or state tax notices
• Training interns/staff on effective responses to tax notices

Insero

Transaction Advisory Manager/Sr Manager

Transaction Advisory Manager/Sr Manager

Accounting & Advisory Manager/Senior Manager

Senior Tax Accountant – Supervisor

Technical Accounting & Advisory Manager/Senior Manager