Demo

Advisory Manager - Reps and Warranties

KBW Financial Staffing & Recruiting
Boston, MA Full Time
POSTED ON 7/30/2026
AVAILABLE BEFORE 9/15/2026
Manager, Reps & Warranties

Location: Remote (Eastern or Central Time Zone)

The Opportunity

Our client is a rapidly growing boutique advisory firm specializing in representations and warranties insurance solutions for M&A transactions. As the firm continues to expand, they are seeking a Manager to join their team and play a critical role in analyzing transactions, assessing financial risks, and supporting clients throughout the deal process.

This is an excellent opportunity for an experienced professional with a Big 4 background who enjoys the technical aspects of M&A and transaction analysis but is looking for an alternative to traditional public accounting or investment banking career paths. You'll work alongside a highly respected leadership team in a collaborative, entrepreneurial environment while maintaining an exceptional work-life balance.

What You'll Do

  • Analyze purchase agreements and transaction-related documentation to identify key financial and accounting risks
  • Review financial due diligence reports, quality of earnings analyses, and transaction structures
  • Evaluate representations and warranties insurance submissions for M&A transactions
  • Partner with buyers, sellers, legal counsel, and insurance carriers throughout the underwriting process
  • Conduct detailed accounting and financial analysis to assess transaction-related exposures
  • Prepare and present findings and recommendations to internal and external stakeholders
  • Manage multiple transactions simultaneously in a fast-paced deal environment
  • Support business development initiatives and maintain strong client relationships

What We're Looking For

  • 5-9 years of relevant experience, ideally at the Manager level or on a clear path toward Manager
  • Big 4 public accounting experience required
  • Significant experience reviewing purchase agreements, transaction structures, or M&A-related accounting matters
  • Experience within one or more of the following areas:
    • Transaction Advisory Services / Financial Due Diligence
    • Technical Accounting Advisory
    • Forensic Accounting
  • Strong understanding of M&A transactions, purchase accounting, and transaction risk assessment
  • Excellent analytical, communication, and project management skills
  • CPA preferred
Why This Role

  • Opportunity to remain closely connected to M&A activity without the lifestyle demands of investment banking or consulting
  • Join a rapidly growing firm with significant momentum and a strong leadership team
  • Work on complex, high-profile transactions across a variety of industries
  • Fully remote environment with flexibility throughout the Eastern and Central time zones
  • Exposure to sophisticated buyers, private equity firms, legal advisors, and transaction stakeholders
  • Highly collaborative culture with direct access to leadership and meaningful career growth opportunities
  • Exceptional work-life balance compared to traditional deal-focused accounting and advisory roles
  • Strong compensation package with significant bonus potential

Compensation

$150,000 - $185,000 Base Salary plus a 30% Target Bonus and a highly competitive overall compensation package.

If interested, please submit an updated copy of your resume in Word format to Alden Flagg at aflagg@kbwfinancial.com

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Salary : $150,000 - $185,000

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