Transaction Advisory Manager

The Transaction Advisory Services (TAS) Manager is responsible for overseeing and conducting financial due diligence engagements with a focus on evaluating the quality of a company's earnings. This role involves analyzing financial statements, identifying key financial trends, and providing insights that inform transaction decisions, including mergers and acquisitions (M&A). The TAS Manager works closely with clients, internal teams, and other advisors to ensure accurate, thorough, and reliable financial analysis.

• Lead and manage transaction advisory engagements, including buy-side and sell-side due diligence, M&A advisory, and financial modeling
• Conduct comprehensive financial due diligence, analyzing historical financial performance, and assessing future financial projections
• Analyze revenue recognition, expense matching, working capital trends, and other key financial metrics
• Identify and quantify non-recurring, non-operational, or other unusual items impacting earnings
• Prepare detailed quality of earnings reports highlighting findings, risks, and recommendations
• Prepare detailed financial reports, highlighting key findings and recommendations for clients
• Develop financial models to support valuation, pricing, and other transaction-related analyses
• Coordinate with clients, other advisors, and internal teams to facilitate seamless transaction processes
• Stay up to date with relevant accounting standards, regulations, and industry trends
• Advise clients on the implications of regulatory changes on their transactions
• Communicate complex financial concepts and findings clearly and effectively to clients
• Identify opportunities to expand transaction services within existing and new client relationships

Requirements

• Bachelor’s degree in accounting, business, or finance required
• Must have experience in quality of earnings
• CPA or CMA license preferred
• 5-7 years of experience in transaction advisory services, public accounting or a related field preferred
• Strong analytical and financial modeling skills
• Strong technology skills
• Ability to work on multiple projects and meet deadlines
• Ability to communicate clearly in writing and verbally
• Team player
• Ability to think innovatively

Benefits

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Founded in 1927, Brady Martz & Associates is an accounting and consulting firm specializing in Accounting, Auditing, Tax, and Consulting Services located throughout North Dakota, South Dakota and Western Minnesota.

Brady Martz is a devoted advisor that is experienced, attentive, and invested in helping each of our team members reach their full potential. We consider our team members to be our greatest competitive advantage. Our firm prides itself on being a fun and challenging place to build a career.

Whether you are a recent graduate or an experienced professional, we challenge you to join us in Making Every Day Count. We are constantly looking for motivated, bright individuals to join our team. As you begin your career with our firm, our shareholders, managers, and administrative staff will be with you every step of the way.

If you're the right fit for Brady Martz, we encourage you to join us!