Transaction Services Manager

Job Summary

This role will be focused on leading buy- and sell-side financial due diligence services on behalf of a broad range of financial and strategic buyers & sellers as well as privately-held business owners (sell-side diligence) within the dynamic middle market. Given the entrepreneurial nature and structure of our firm, current employees enjoy the opportunity to progress their career at their own pace.

Job Description

Lead financial due diligence (buy-side and sell-side) engagements including:

• Quoting and scoping prospective engagements
• Directing and performing analysis
• Leading management discussions and correspondence
• Preparation and presentation of key deal analyses (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.)
• Writing reports and delivering findings to clients
• Support UHY Corporate Finance marketing and business development through participation in marketing efforts, networking events, preparation of pitchbooks and related materials
• Manage and communicate pipeline and project status internally and with clients
• Develop standards, practices, procedures, templates and thought leadership
• Participate in recruiting and interviewing / candidate selection
• Develop and mentor staff
• Exposure to transactional support for capital raising, restructuring, and traditional sell-side investment banking transactions and strategies
  
  

Supervisory Responsibilities

• None
  
  

Work Environment

• Work is conducted in a professional office environment with minimal distractions
  
  

Physical Demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time
  
  

Travel Required

• Some travel may be required to client sites during engagements
  
  

Required Education And Experience

• Bachelor’s degree in accounting and/or finance
• 5 years of audit / corporate finance / transaction advisory service experience
  
  

Preferred Education And Experience

• Certified Public Accountant (“CPA”) designation
  
  

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Who We Are

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

What We Offer

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attractive Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.