Transaction Advisory Services Manager

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.

In your role as a Transaction Advisory Manager, you will lead transaction advisory engagements across buy-side and sell-side due diligence, supporting private equity firms, corporate clients, and entrepreneurs. You will help deliver high-quality financial due diligence that focuses on key value drivers, risks, and transaction considerations.

Key Responsibilities

• Lead and manage buy-side and sell-side financial due diligence engagements
• Oversee Quality of Earnings, working capital, and cash flow analyses
• Manage multiple concurrent engagements and project teams
• Serve as primary point of contact for clients and manage relationships
• Review databooks, analyses, and deliverables prepared by team members
• Identify key risks, trends, and value creation opportunities
• Communicate findings clearly to clients and stakeholders
• Develop engagement budgets, monitor billing, and manage realization
• Coach, mentor, and develop Associates and Senior Associates
• Support business development efforts and proposal development

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required
• 7+ years of experience in audit or transaction advisory services
• 3+ years of direct experience in financial due diligence
• CPA designation required
• Strong knowledge of US GAAP
• Advanced Excel and PowerPoint skills, and with AI and data automation tools a plus
• Strong project management and leadership skills
• Excellent communication and client relationship abilities
• Experience working with private equity clients preferred
• Ability to work in fast-paced transaction environments

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

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NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.