Transaction Advisory - Manager

Position Summary:

The Transaction Advisory Services (TAS) Manager will lead financial due diligence engagements for middle-market US clients, working closely with onshore and offshore teams. The role involves managing buy-side and sell-side due diligence, working capital analysis, and transaction structuring. The Manager will play a key role in client interactions, guiding teams, and ensuring high-quality deliverables in a fast-paced M&A environment

Essential Duties and Responsibilities:

• Lead financial due diligence engagements, including Quality of Earnings analysis, working capital assessments, debt-like items identification, and transaction structuring.
• Oversee financial statement analysis, financial ratio evaluations, and key operational metric assessments to provide insights for M&A transactions.
• Develop and review due diligence reports, highlighting key findings and risks for client decision-making.
• Manage client relationships, acting as a key point of contact for financial due diligence engagements.
• Supervise and mentor Associates and Senior Associates, providing guidance and technical support.
• Participate in management meetings with target companies, leading discussions and negotiations on financial matters.
• Review and validate financial data to ensure accuracy in final reports.
• Collaborate with consulting professionals, senior management, and stakeholders in the U.S. on a daily basis.
• Utilize advanced Excel (VLOOKUPs, pivot tables, financial modeling), PowerPoint, and data analytics tools to enhance analysis.
• Ensure compliance with US GAAP accounting standards, industry best practices, and firm policies

Minimum Entry Requirements:

• Relevant experience in Big 4 or equivalent Transaction Advisory Services practice.
• Qualification: CA/CPA/MBA in Finance.
• 6+ years of financial due diligence experience, including buy-side and sell-side transactions.
• Strong understanding of financial statements, financial ratio analysis, financial modeling, and US GAAP.
• Prior experience managing due diligence engagements, including data room management, document request list preparation, and management meeting coordination.
• Excellent verbal and written communication skills, with the ability to present financial findings clearly to clients.
• Industry experience preferred in one or more of the following sectors: manufacturing, distribution, consumer products, business services, healthcare, or financial services.

Key Skills

• Strong leadership, project management, and problem-solving skills.

• Ability to manage multiple engagements and deadlines while maintaining quality.

• Excellent interpersonal skills for interacting with internal teams and external clients.

• Strategic thinker with the ability to provide financial insights that drive business decisions.

• Experience in financial modeling, forecasting, and valuation methodologies.

• Willingness to work with U.S.-based teams across different time zones.

This role offers an exciting opportunity to lead financial due diligence engagements, work with international clients, and contribute to the growth of the Transaction Advisory Services practice at Bahwan Cybertek.