CrawlJobs Logo

Transaction Advisory Services Senior Manager

United States, New York 160000.00 - 225000.00 USD / Year · Job Posted February 17, 2026
Apply Position
Job Link Share

Job Description

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Transaction Advisory Services (TAS) Team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Manager to join their dynamic team. Aprio’s TAS group provides buy-side and sell-side financial due diligence services to private equity firms, their portfolio companies, and strategic acquirers. Our team serves clients across a diverse range of industries, with strong concentrations in government contracting, construction, and technology. This role offers an exciting opportunity to contribute to practice growth, develop client relationships, and lead the execution of high-impact transaction advisory engagements.

Job Responsibility

  • Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients
  • Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics
  • Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement
  • Provide insights and commentary on financial performance, trends, risks, and opportunities
  • Guide and mentor engagement teams, including Managers, Senior Associates, and Associates
  • provide feedback and support professional development
  • Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships
  • Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations
  • Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives
  • Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services

Requirements

  • Minimum 7+ years of experience in Audit, Finance, or Transaction Advisory Services, with at least 3+ years in a financial due diligence or M&A-focused role
  • Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
  • Advanced proficiency in Excel, PowerPoint, and financial analysis tools
  • Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
  • Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
  • Bachelor’s degree in Accounting or Finance
  • CPA strongly preferred
  • Strong interpersonal skills, with a commitment to developing talent and fostering team success
  • Willingness to travel up to 10%

What we offer

  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Transaction Advisory Services Senior Manager

8 matching positions

Transaction Advisory Services Senior Manager

Work with a nationally ranked CPA and advisory firm that is passionate for what'...
Location
Location
United States , Washington, D.C.
Salary
Salary:
150000.00 - 225000.00 USD / Year
aprio.com Logo
Aprio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 7+ years of experience in Audit, Finance, or Transaction Advisory Services
  • At least 3+ years in a financial due diligence or M&A-focused role
  • Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
  • Advanced proficiency in Excel, PowerPoint, and financial analysis tools
  • Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
  • Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
  • Bachelor’s degree in Accounting or Finance
  • CPA strongly preferred
  • Strong interpersonal skills, with a commitment to developing talent and fostering team success
  • Willingness to travel up to 10%
Job Responsibility
Job Responsibility
  • Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients
  • Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics
  • Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement
  • Provide insights and commentary on financial performance, trends, risks, and opportunities
  • Guide and mentor engagement teams, including Managers, Senior Associates, and Associates
  • provide feedback and support professional development
  • Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships
  • Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations
  • Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives
  • Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services
What we offer
What we offer
  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
  • Fulltime
Read More
Arrow Right

Transaction Advisory Services Manager

Join a fast-growing, nationally recognized CPA and advisory firm with a strong p...
Location
Location
United States , Washington DC
Salary
Salary:
130000.00 - 160000.00 USD / Year
selbyjennings.com Logo
Selby Jennings
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-7+ years of experience in TAS, audit, or corporate finance, with strong M&A exposure
  • Demonstrated experience in financial due diligence and QoE analysis
  • Strong knowledge of U.S. GAAP and transaction processes
  • Advanced Excel and financial modeling skills
  • Proven ability to work with senior stakeholders (PE firms, C-suite)
  • CPA preferred
Job Responsibility
Job Responsibility
  • Lead and manage financial due diligence engagements from planning through delivery
  • Analyze financial statements, quality of earnings (QoE), working capital, and key deal metrics
  • Serve as a primary client contact, including private equity and executive stakeholders
  • Identify financial trends, risks, and opportunities to support transaction decisions
  • Manage and mentor junior team members across engagements
  • Support business development efforts, including proposals and client relationship building
  • Oversee multiple engagements simultaneously, ensuring quality and timeliness
What we offer
What we offer
  • Competitive base salary range plus performance-based incentives
  • Flexible work environment (remote/hybrid)
  • Strong culture focused on collaboration, growth, and career progression
  • Comprehensive benefits package
  • Fulltime
Read More
Arrow Right

Transaction Advisory Services Senior Associate

Join an entrepreneurial advisory team specializing in financial due diligence. T...
Location
Location
United States , Chicago
Salary
Salary:
80000.00 - 130000.00 USD / Year
strategicemployment.com Logo
Strategic Employment Partners
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s in Accounting or a related field
  • Hybrid background in Public Accounting Audit and Corporate/Internal Accounting
  • CPA required
  • Experience with outsourced accounting or CFO services
  • Strong proficiency in analyzing messy or incomplete financial data
Job Responsibility
Job Responsibility
  • Execute buy-side and sell-side financial due diligence
  • Analyze financial statements, including cash-basis and incomplete records
  • Identify financial risks, trends, and critical deal considerations
  • Prepare client deliverables and stakeholder presentations
  • Manage multiple fast-paced engagements simultaneously
  • Collaborate cross-functionally to support service line growth
What we offer
What we offer
  • Discretionary Bonus
  • Fulltime
Read More
Arrow Right

Transaction Advisory Services Manager

Work with a nationally ranked CPA and advisory firm that is passionate for what'...
Location
Location
United States , Washington, D.C.
Salary
Salary:
110000.00 - 160000.00 USD / Year
aprio.com Logo
Aprio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 5 - 7 years of experience in Audit, Finance, or Transaction Advisory Services
  • At least 3+ years in a financial due diligence or M&A-focused role
  • Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
  • Advanced proficiency in Excel, PowerPoint, and financial analysis tools
  • Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
  • Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
  • Bachelor’s degree in Accounting or Finance
  • CPA strongly preferred
  • Strong interpersonal skills, with a commitment to developing talent and fostering team success
  • Licensed CPA preferred
Job Responsibility
Job Responsibility
  • Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients
  • Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics
  • Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement
  • Provide insights and commentary on financial performance, trends, risks, and opportunities
  • Guide and mentor engagement teams, including Managers, Senior Associates, and Associates
  • provide feedback and support professional development
  • Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships
  • Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations
  • Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives
  • Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services
What we offer
What we offer
  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
  • Fulltime
Read More
Arrow Right

Transaction Advisory Services Senior Associate

Work with a nationally ranked CPA and advisory firm that is passionate for what'...
Location
Location
United States , New York
Salary
Salary:
90000.00 - 115000.00 USD / Year
aprio.com Logo
Aprio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in accounting or finance
  • Licensed CPA is a plus
  • Understanding and applying Excel, PowerPoint and Word skills
  • Demonstrating poise working with private equity and corporate executives
  • Positive attitude, strong work ethic and excellent interpersonal and relationship building skills
  • Working effectively and personably with a diverse group
  • Strong written and verbal communication and presentation skills
  • 2 – 3-year experience in Audit, Finance or Transaction Advisory Services
  • Displaying adequate knowledge of US GAAP
Job Responsibility
Job Responsibility
  • Compiling and analyzing historical financial data/financial statements provided by the buyer and/or seller
  • Commenting on client sellers and client targets’ financial operating results and financial position by highlighting significant business profitability trends and overly aggressive accounting policies
  • Understanding customer and vendor trends and other key transaction risk considerations
  • Proactively participating in meetings with Aprio client service team and management of client
  • Analyzing the cash flow impact of capital expenditures and working capital trends and changes
  • Creating and designing tailored transaction advisory reports addressing significant transaction consideration matters and issues
  • Continuously fostering relationships with coworkers (through all services lines and industry groups of Aprio) and clients (both strategics and private equity)
  • Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community
  • Traveling approximately up to 15% of the time while upholding Aprio’s values and reputation
What we offer
What we offer
  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
  • Fulltime
Read More
Arrow Right

Senior Associate – Transaction Advisory Services (TAS)

The TAS Senior Associate will assume a wide set of responsibilities across buy a...
Location
Location
United States , Chicago
Salary
Salary:
135000.00 - 180000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in finance, accounting, business administration or a related field
  • advanced degree or professional certification (CFA, CA) preferred
  • Four plus years of experience in financial consulting, advisory services or audit, preferably with exposure to transaction-driven or capital markets environments
  • Experience in financial modeling and financial statements analysis as well as accounting treatments
  • Familiarity with Tableau and Alteryx preferred
Job Responsibility
Job Responsibility
  • Work directly with senior personnel at the Company and their clients to develop comprehensive solutions to complex transactional challenges
  • Execute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis
  • Draft clear and compelling reports outlining key takeaways and participating in management meetings
  • Review transaction agreements, customer and vendor contracts
  • Collaborate closely with performance improvement, restructuring and investment banking colleagues
  • Support internal trainings and best practice sharing
  • Support talent acquisition and firm-building initiatives
  • Contribute to a high-performing, inclusive and values-driven culture
What we offer
What we offer
  • medical, vision, dental, life, and disability insurance
  • bonus
  • Fulltime
Read More
Arrow Right

Senior Associate Transaction Advisory Services

Join our Aprio PH Advisory team and you will help support clients maximize their...
Location
Location
Philippines , Clark, Pampanga
Salary
Salary:
Not provided
aprio.com Logo
Aprio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Amenable to work Mid-shift (3:00 PM – 12:00 MN PHT)
  • Bachelor’s degree in accounting or finance
  • Licensed CPA is a plus
  • Understanding and applying Excel, PowerPoint and Word skills
  • Demonstrating poise working with private equity and corporate executives
  • Positive attitude, strong work ethic and excellent interpersonal and relationship building skills
  • Working effectively and personably with a diverse group
  • Strong written and verbal communication and presentation skills
  • 2 – 3-year experience in Audit, Finance or Transaction Advisory Services
  • Displaying adequate knowledge of US GAAP
Job Responsibility
Job Responsibility
  • Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller
  • Commenting on client sellers and client targets’ financial operating results and financial position by highlighting significant business profitability trends and overly aggressive accounting policies
  • Understanding customer and vendor trends and other key transaction risk considerations
  • Proactively participating in meetings with Aprio client service team and management of client
  • Analyzing the cash flow impact of capital expenditures and working capital trends and changes
  • Creating and designing tailored transaction advisory reports addressing significant transaction consideration matters and issues
  • Continuously fostering relationships with coworkers (through all services lines and industry groups of Aprio) and clients (both strategics and private equity)
  • Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community
Read More
Arrow Right

Senior Associate – Transaction Advisory Services

The TAS Senior Associate will assume a wide set of responsibilities across buy a...
Location
Location
United States , Chicago
Salary
Salary:
135000.00 - 190000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in finance, accounting, business administration or a related field
  • advanced degree or professional certification (CFA, CA) preferred
  • Four plus years of experience in financial consulting, advisory services or audit, preferably with exposure to transaction-driven or capital markets environments
  • Experience in financial modeling and financial statements analysis as well as accounting treatments
  • Familiarity with Tableau and Alteryx preferred
Job Responsibility
Job Responsibility
  • Work directly with senior personnel at the Company and their clients to develop comprehensive solutions to complex transactional challenges
  • Execute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis
  • Draft clear and compelling reports outlining key takeaways and participating in management meetings
  • Review transaction agreements, customer and vendor contracts
  • Collaborate closely with performance improvement, restructuring and investment banking colleagues
  • Support internal trainings and best practice sharing
  • Support talent acquisition and firm-building initiatives
  • Contribute to a high-performing, inclusive and values-driven culture
What we offer
What we offer
  • medical
  • vision
  • dental
  • life
  • disability insurance
  • 401(k) plan
  • free online training
  • Fulltime
Read More
Arrow Right