Manager, M&A / Transaction Advisory Services jobs in United States
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RubinBrown LLP · 1 day ago

Manager, M&A / Transaction Advisory Services

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms, and they are seeking a Manager in their M&A / Transaction Services practice. This role involves overseeing financial due diligence for M&A transactions and engaging with executive leadership teams to assess transaction-related risks and valuation.

AccountingConsulting
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Growth Opportunities

Responsibilities

Serve as a Manager overseeing financial due diligence for M&A transactions, including Quality of Earnings (QofE) analyses
Analyze financial information to assess earnings quality, working capital, key accounting policies, historical and projected performance, and transaction-related risks impacting valuation and deal structure
Engage directly with executive leadership teams to discuss accounting policies, business operations, results, and forecasts
Coordinate and integrate work across multiple service lines and cross-functional teams
Communicate with a broad range of stakeholders, including clients, target management and ownership, investment bankers, attorneys, and other advisors
Prepare clear, tailored diligence reports that highlight key findings, insights, and recommendations
Manage and mentor team members while overseeing multiple engagements simultaneously
Maintain responsibility for the quality, accuracy, and timeliness of client deliverables
Support business development efforts and contribute to the continued growth of the practice

Qualification

M&A transactionsFinancial due diligenceCPACFAFinanceAccountingMicrosoft ExcelAnalytical skillsLeadership potentialProfessional ethicsWritten communicationVerbal communicationInterpersonal skillsAttention to detailTeam-oriented mindset

Required

Bachelor's degree in Finance, Accounting, or a related field
At least 4 years of current or recent experience in public accounting, consulting, or industry, with exposure to M&A transactions
Relevant professional credentials such as CPA, CFA, or similar
Strong technical foundation in finance and accounting
Proficiency in Microsoft Office, with advanced skills in Excel and working knowledge of PowerPoint and Word
Excellent written and verbal communication, interpersonal, and analytical skills
Proven experience managing day-to-day client relationships and delivering high-quality client service
Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
Demonstrated leadership potential with interest in long-term growth, including progression toward Partner
Collaborative, team-oriented mindset
Commitment to professional ethics and integrity
Ability to work a hybrid schedule, with 2–3 days per week in the office
Willingness to travel approximately 5%-40% annually
Ability to sit for extended periods and move throughout the office as needed
Ability to lift, carry, push, or pull items weighing up to 30-50 pounds
Ability to communicate effectively with clients, team members, and other stakeholders

Preferred

Master's degree in Finance, Accounting, or a related field

Company

RubinBrown LLP

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RubinBrown provides unmatched service to closely held and publicly traded companies in specialized market sectors as well as non-profit and public sector organizations.

Funding

Current Stage
Late Stage

Leadership Team

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Jennifer Jones
Chief Financial Officer
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Aaron Pollard
Partner & Vice Chair, Transportation and Dealership Services Group
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