Transaction Advisory Manager

$115,000 - $150,000k

Finance & Accounting Professional, are you ready to take your career to another level with an organization that will have your interest in mind first?   For the past 20 years, CPS has been working with the largest employers, specifically for their accounting and finance needs.   We work strategically with our clients to find and match the best accounting and finance professionals to help improve their business.  

Here at CPS, Inc, we only work with our clients to directly place quality talent for permanent and full-time  positions. Our experienced recruiters spend time getting to know you, what type of work and company culture you like, and what your career goals are moving forward. We use our experience and knowledge of our client companies to find the right match for you.   If you are looking to build your career, ready to take on new challenges, and gain the experiences you have always wanted, we want to work with you!

Role Overview

The Transaction Advisory Manager leads financial due diligence engagements for mergers, acquisitions, divestitures, and strategic transactions. This role is responsible for managing deal execution, supervising engagement teams, and serving as a key point of contact for clients and other transaction stakeholders. The Manager plays a critical role in identifying transaction risks, value drivers, and deal structuring considerations.

Key Responsibilities

Engagement & Client Management

• Lead buy-side and sell-side financial due diligence engagements from planning through completion

• Serve as the primary day-to-day client contact, including private equity firms, corporate development teams, and lenders

• Manage engagement scope, timelines, budgets, and deliverables

• Communicate findings, risks, and recommendations clearly to senior client stakeholders

Financial & Transaction Analysis

• Review and oversee quality of earnings, working capital, net debt, and cash flow analyses

• Evaluate accounting policies, financial trends, and operational drivers impacting valuation

• Identify purchase price considerations, deal risks, and opportunities for value creation

• Review financial models, projections, and transaction-related analyses

Team Leadership & Development

• Manage, mentor, and develop analysts and senior associates

• Review team work product for quality, accuracy, and consistency

• Provide on-the-job coaching and performance feedback

• Contribute to staffing, training, and talent development initiatives

Collaboration & Business Development

• Coordinate with tax, valuation, legal, and other deal advisors

• Support proposal development, pitch materials, and client presentations

• Assist in identifying cross-selling and business development opportunities

#LI-CS1

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or a related field

• 5–8+ years of experience in transaction advisory, investment banking, or related M&A-focused roles

• Strong expertise in financial due diligence and transaction-related accounting issues

• Proven experience managing multiple engagements and client relationships

• Advanced proficiency in Excel and financial analysis

Preferred Qualifications

• CPA, CFA, or equivalent professional certification

• Prior experience in a Big 4 or leading transaction advisory firm

• Experience working with private equity clients and complex deal structures

• Strong presentation and executive-level communication skills