Transaction Advisory Senior Manager (Financial Due Diligence Technology Sector)

Looking to work in a dynamic, rapidly growing, Transaction Advisory practice within a firm that encourages a work life balance?

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

We are currently accepting applications for a Senior Manager in Transaction Advisory that will support our firm nationwide and will focus on technology deals. The Senior Manager should be based out of our San Francisco office or located in the greater San Francisco Bay Area. As a Senior Manager you will be a vital member of the team managing and executing financial diligence project work. 

How You'll Spend Your Time:

• Managing and coordinating financial due diligence engagements
• Coordinating with client management on diligence focus areas and provide real-time communications of issues and deal considerations
• Conducting discussions regarding business performance and deal issues with senior management of target companies
• Creating and tailoring analyses of target financial data to identify valuation, operational and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows
• Writing and reviewing reports that set out our findings and recommendations around the key financial and business issues in a transaction
• Working closely with other project members from Withum advisory teams in tax, IT, cybersecurity and performance improvement
• Identifying integration, separation and post-transaction transition issues
• Engaging in relevant marketing and business development activities
• Developing and mentoring other team members and contribute to the ongoing development of M&A best practices

The Kinds of People We Want To Talk To:

• Has a bachelor’s degree in Accounting or Finance and 7+ years of related M&A work experience; supported by an active CPA certification
• Significant public accounting experience
• Excellent analytical skills and the confidence to translate complex data into meaningful insights
• The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
• Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally
• Must be willing and able to travel up to 40% on short notice
• Experience with project management of financial due diligence engagements
• Ability to analyze financial and operational results of businesses to be acquired or sold through reviewing accounting records, understanding the drivers of the business and conducting interviews with management
• Ability to train and mentor staff and contribute to the growth of the team’s Transaction Advisory skills
• Constantly researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients
• High competencies with data interrogation techniques using excel and other software packages

Ideally, You’ll Also Have:

• A proven record of excellence in a merger & acquisitions transactions role
• Experience gained within another large professional services organization
• Established networking skills in a relevant industry

The compensation for this position ranges from $150,000 – $225,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because they are a protected veteran. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

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