Transaction Advisory Manager/Sr Manager

Insero

Transaction Advisory Manager/Sr Manager at Insero Advisors, LLC handling M&A transactions. Focused on financial due diligence and financial analyses in a fast-paced environment.

Posted 5/15/2026full-timeRochester • New York • 🇺🇸 United StatesSenior💰 $100,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

6+ years of experience in transaction advisory, financial due diligence, or technical accounting, preferably with a mix of public accounting and corporate experience (10+ years for Senior Manager level)
Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred
Strong understanding of GAAP with the ability to apply accounting guidance in a transaction context
Direct experience with financial due diligence, quality of earnings analysis, or M&A-related projects
Advanced analytical skills with the ability to interpret complex financial data and identify key deal risks and adjustments
Proven ability to manage multiple concurrent transactions in a fast-paced, deadline-driven environment
Excellent communication skills, with the ability to present findings and insights clearly to clients and deal stakeholders
Strong attention to detail and commitment to delivering high-quality, client-ready deliverables
High energy, adaptability, and a strong desire to work in a dynamic, client-oriented environment
Flexibility and openness to work on a variety of assignments, industries, and roles

Benefits

Comp & perks

Competitive salaries
Outstanding paid time off program (5 weeks)
16 paid holidays
Remote/hybrid work flexibility
401(k) plan with firm contributions
Tuition reimbursement program
100% employer paid parking
Management bonus program
A variety of different medical plan options along with opt-out dollars if you do not need medical coverage
Tremendous growth and development opportunities to assist with both your personal and professional goals

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial due diligencequality of earnings analysisM&A-related projectsGAAPfinancial analysisEBITDA adjustmentspurchase accountingrevenue recognitionpurchase price allocationfinancial forecasting

Soft Skills

analytical skillscommunication skillsattention to detailclient relationship managementadaptabilitytime managementteam collaborationproblem-solvingpresentation skillsclient-oriented mindset

Certifications

CPABachelor’s degree in AccountingBachelor’s degree in Financerelated field degree