Assistant Vice President, Transaction Services

Exbo Group seeks an Assistant Vice President in Transaction Services—an ideal opportunity for experienced public accounting professionals seeking to transition from audit into the fast-paced world of M&A advisory. This role is designed for individuals with 6–8 years of experience in audit at a Big 4 accounting firm who have developed strong analytical, leadership, and technical accounting skills and want to apply them in a more dynamic, transaction-focused environment.

The Assistant Vice President will play a key role in executing financial due diligence engagements, leading junior team members, and ensuring the accuracy and quality of client deliverables. This position is heavily execution-focused, offering exposure to deal environments without requiring prior transaction experience or business development responsibilities.

Key Responsibilities

Engagement Execution

• Lead and manage the day-to-day execution of buy-side and sell-side financial due diligence projects.
• Analyze financial statements to assess quality of earnings, working capital trends, and key financial drivers.
• Identify potential risks, anomalies, and key accounting adjustments that impact deal value and structure.
• Prepare and review detailed workpapers and financial analyses for client deliverables.
• Support Vice Presidents and Directors in synthesizing findings into clear, concise reports and presentations.

Team Leadership & Collaboration

• Supervise and mentor analysts and associates, overseeing workload and reviewing deliverables.
• Promote technical accuracy, consistency, and professional development within the team.
• Collaborate cross-functionally across engagements to ensure timelines, budgets, and quality standards are met.
• Engage with client finance teams to obtain data and clarify accounting matters.

Process & Quality Improvement

• Apply audit discipline to enhance diligence processes and strengthen analytical rigor.
• Utilize data analytics and visualization tools (Power BI, Alteryx, Excel) to streamline reporting and analysis.
• Contribute to process improvements that enhance efficiency and consistency across engagements.

Qualifications

• Bachelor’s degree in Accounting or Finance; CPA required.
• 5-7 years of experience in public accounting, with at least 4 years at a Big 4 firm (Deloitte, PwC, EY, or KPMG).
• Strong understanding of GAAP, financial reporting, and audit methodology.
• Demonstrated ability to lead teams and manage multiple concurrent workstreams.
• Strong analytical, organizational, and problem-solving skills.
• Advanced proficiency in Excel; experience with Power BI or Alteryx preferred.
• Excellent written and verbal communication skills, with the ability to present complex findings clearly.
• Highly motivated to transition into transaction advisory and develop expertise in financial diligence.

Who This Role Is For

This position is ideal for an audit manager or senior associate looking to pivot from public accounting into transaction services. You’ll leverage your technical accounting foundation and leadership experience while gaining exposure to M&A processes, valuation dynamics, and private equity dealmaking—all within a collaborative, high-growth advisory firm.