Transaction Services Manager leading buy-side and sell-side financial due diligence engagements at Crowe. Building client relationships and supporting team member growth in a flexible environment.
Responsibilities
Lead Due Diligence Engagements
Lead buy-side and sell-side financial due diligence engagements across multiple industries.
Ensure engagements are completed in full compliance with applicable professional, regulatory, and firm standards.
Oversee preparation and review of key financial metrics and analyses, including quality of earnings (EBITDA), net working capital, and other financial results.
Conduct and review interviews with client and target company management and synthesize findings into comprehensive reports.
Serve as the primary point of contact for clients during engagements, providing clear communication and high-quality service delivery.
Develop and maintain strong client relationships and deliver tailored transaction advisory solutions that align with business objectives.
Supervise, mentor, and develop Transaction Services Senior Associates and Associates.
Provide direction on financial analyses, report preparation, and engagement execution to ensure high-quality deliverables.
Advise clients on transaction-related matters, such as purchase price adjustments, deal restructuring, deal termination, and risk mitigation strategies.
Manage multiple smaller engagements concurrently, ensuring adherence to project timelines, budgets, and client expectations.
Identify opportunities for add-on work within existing client relationships.
Requirements
Minimum of four (4) years of experience in Assurance (Audit) or Transaction Services within a CPA firm or related environment (manager-level expectation).
Strong prior experience working with clients in manufacturing and distribution, technology, construction, restaurant and retail, business services, or food and commodities.
Bachelor's degree in Accounting or a related field required.
CPA license strongly preferred.
Proven experience leading engagements and supervising team members.
Strong communication skills with demonstrated client service experience.
Ability to travel up to approximately 10% annually.
Benefits
Your exceptional people experience starts here.
At Crowe, we know that great people are what makes a great firm.
We care about our people and offer employees a comprehensive total rewards package.
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