Transaction Advisory Services Manager – Financial Due Diligence

Remote People

Manager leading financial due diligence engagements for private equity clients at a growing advisory firm. Analyzing M&A transactions and mentoring associates in a high-growth practice with clear career progression.

Posted 5/2/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Lead financial due diligence engagements from scoping through delivery, managing a team of associates and senior associates
Analyze quality of earnings, working capital, net debt, and debt-like items on M&A transactions ranging from $20M to $500M+ in enterprise value
Identify financial and business risks and communicate findings to PE sponsors and C-suite stakeholders
Build and maintain client relationships, contributing to business development and proposal efforts
Mentor and develop junior team members

Requirements

What you’ll need

5–8 years of experience in financial due diligence, TAS, or audit at a Big 4, national, or top regional accounting firm
CPA required (or actively pursuing)
Direct M&A transaction experience, including quality of earnings work
Strong financial modeling and analytical skills
Excellent written and verbal communication — you can tell the story behind the numbers
Experience in any of the following industries is a plus: energy, real estate, technology, healthcare, or manufacturing.

Benefits

Comp & perks

Competitive compensation with performance bonus
401(k) match
Full benefits
Hybrid flexibility (3 days in-office)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial due diligencequality of earningsworking capital analysisnet debt analysisfinancial modelinganalytical skillsM&A transactionsbusiness risk identification

Soft Skills

team managementclient relationship buildingbusiness developmentmentoringcommunication skills

Certifications

CPA