Transaction Services Manager jobs in United States
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Crowe · 1 month ago

Transaction Services Manager

Crowe is one of the largest public accounting, consulting, and technology firms in the United States, and they are seeking a Transaction Services Manager to join their dynamic Transaction Services team. This role involves leading financial due diligence engagements, managing client relationships, and mentoring team members while providing strategic advisory services across diverse industries.

AccountingAdviceConsultingFinanceFinancial ServicesInformation TechnologyProfessional ServicesTax Consulting
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Responsibilities

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
Deliver value-added insights to support clients' strategic growth and business objectives
Manage multiple smaller engagements concurrently, ensuring adherence to project timelines, budgets, and client expectations
Identify opportunities for add-on work within existing client relationships
Support proposal development and participate in networking activities to enhance Crowe’s market visibility
Maintain the highest level of quality in all deliverables, including reporting, presentations, and communication
Implement best practices and contribute to process improvements within the Transaction Services practice
Stay current on industry trends, regulatory changes, and emerging management concepts to support informed client advisory
Share insights and foster a culture of continuous learning within the team

Qualification

Financial Due DiligenceClient Relationship ManagementTeam LeadershipCPA LicenseFinancial AnalysisRegulatory KnowledgeCommunication SkillsProject Management

Required

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
Proven experience leading engagements and supervising team members
Strong communication skills with demonstrated client service experience
Ability to travel up to approximately 10% annually

Preferred

CPA license strongly preferred

Benefits

Comprehensive total rewards package

Company

Crowe LLP is a public accounting, consulting, and technology firm.

Funding

Current Stage
Late Stage
Total Funding
unknown
2023-08-29Acquired

Leadership Team

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James L. Powers
CEO
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Joy Mikolajczak Duce
Managing Principal/Partner - Human Capital Consulting
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Company data provided by crunchbase