Transaction Advisory Services Manager
We are supporting a growing independent advisory firm in Chicago that is looking to add a Manager to its Transaction Advisory Services team.
The practice works predominantly with private equity investors and middle-market businesses across buy-side and sell-side transactions, and this hire will play a key role in managing live Financial Due Diligence engagements while helping develop the team as the practice continues to grow.
The role will include:
• Leading buy-side and sell-side Financial Due Diligence engagements
• Managing Quality of Earnings, net working capital and net debt analyses
• Reviewing financial and operational data to identify key deal considerations
• Managing day-to-day client and target company interaction
• Preparing and reviewing databooks and FDD reports
• Managing and developing junior team members
• Working directly with senior members of the practice and PE clients
• Supporting the continued growth and development of the TAS offering
The profile:
• Strong Financial Due Diligence / Transaction Services experience
• Ideally currently operating at Manager level, or an experienced Senior Associate ready to step up
• Background within Big Four, national accounting firm or established independent advisory practice
• Strong understanding of QoE, working capital and transaction-related financial analysis
• Comfortable managing engagements and communicating directly with clients
• CPA preferred but not essential
• Based in Chicago, or willing to relocate
This would suit someone who likes the technical side of FDD but wants greater visibility with clients, senior leadership and the wider development of the practice.
The firm offers a much more entrepreneurial environment than a traditional large accounting practice, with direct exposure to senior decision-makers and a genuine opportunity to progress as the Chicago team grows.
For a confidential conversation, feel free to message me directly.
