The Transaction Advisory Services Manager at Calvetti Ferguson will primarily work on Transaction Advisory Services with the opportunity to grow into being a Manager in Valuation, Mergers & Acquisition (Sell-Side Representation), Litigation Support and Bankruptcy & Restructuring Services. The primary role of the Manager is to assist in the strategic development and execution of Quality of Earnings projects, appropriate transaction structure, including the execution of financial due diligence. The Manager works to understand profit drivers and trends, assists with purchase agreements and post-closing transaction matters. The Manager is responsible for identifying issues for purchase price reductions, deal structuring or deal termination, and post-acquisition action steps to achieve anticipated earnings/cash flow improvements. The Manager is responsible for the overall engagement management, quality and completion timelines. They will assist in the review of data book and reports prepared by Associates and Senior Associates. The Manager will prepare client-ready deliverables. The Manager is an excellent communicator and team leader and is able to manage and develop junior staff.

The Advisory team works for our middle-market clients on projects across multiple skillsets, such as business valuations, transaction services (quality of earnings, buying and selling of businesses), bankruptcy & restructuring, litigation consulting and general corporate consulting. The Manager will have the ability to cross-train and learn to be proficient in other services lines within Advisory.

Basic Qualifications:

Bachelor’s degree in Accounting, Business or Finance required
CPA required or other applicable certification
5+ years of experience in external audit in public accounting, or equivalent work experience and/or mergers and acquisitions transactions experience
2+ years of direct Transaction Advisory Services experience successfully executing Quality of Earnings (QoE) projects
Supervision / Team Leadership experience and proven ability to recruit, manage, mentor and develop staff
Proficient with Microsoft Excel and Microsoft PowerPoint
Strong project management skills
Demonstrate an advanced understanding of technical accounting literature with GAAP
Possess experience with due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers, analyzing financial/operational results of targets through reviewing accounting records and conducting interviews with management, and preparing pro forma financial information
Possesses excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm
Demonstrates independent thinking and strong decision-making skills
Interest in business development and willingness/desire to participate in growing the current practice in a designated geographic market
Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
Able to apply critical thinking and problem-solving skills

Calvetti Ferguson’s Advisory department consists of a team of individuals working towards the common goal of helping clients. As a member of that team, you celebrate the successes of others and accept your own success as part of the process, not as the end result. To thrive in this role, you are able to learn how to break out of rigid role expectations, get comfortable with discomfort, and accept the uncertainty of undertaking a journey without a roadmap. If each day is a new learning opportunity and your vision is pointed forward in your growth and development, Advisory at Calvetti Ferguson is an ideal spot for you.

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

* * * * *

NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

Apply for this Job

* Required

First Name *

Last Name *

Email *

Phone *

Resume/CV *

Dropbox Google Drive

(File types: pdf, doc, docx, txt, rtf)

Are you comfortable working in the office? Please note that our official work schedule is hybrid & we do not offer fully remote roles. *

Do you currently reside in the city you're applying to? *

If your answer was "no" to the previous question, then please elaborate below.

Are you legally authorized to work in the United States? *

Will you now or in the future require sponsorship for employment visa status? *

Please select the option below that BEST describes how you heard about Calvetti Ferguson before deciding to apply. *

Our system has flagged this application as potentially being associated with bot traffic. Please turn off any VPNs, clear your browser cache and cookies, or try submitting your application in a different browser. If this issue persists, please reach out to our support team via our help center.

Please complete the reCAPTCHA above.