Transaction Advisory Manager – Financial Due Diligence

Withum

. Manage multiple work streams .

Posted 9/17/2026full-timePrinceton • California • United StatesMid-LevelSenior💰 $130,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial due diligence, M&A transactions, and analytical reporting, with a strong foundation in accounting principles and effective communication skills. Proven ability to manage multiple work streams and mentor junior team members while adapting to dynamic business environments.

Highest-signal resume keywords

M&A Transactions ExperienceFinancial Due DiligenceActive CPA CertificationHigh Proficiency in ExcelWorking Knowledge of US GAAP

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisData AnalysisValuationQuality of Earnings AssessmentForecastingReport PreparationAccounting Record ReviewBusiness Performance AnalysisContractual Matters EvaluationCash Flow Analysis

Soft Skills

Effective CommunicationMentoringPrioritizationAdaptabilityNetworking

Tools & Technologies

ExcelPowerPointData Visualization Tools

Certifications & Qualifications

CPA Certification

Industry Keywords

Mergers and AcquisitionsPublic AccountingProfessional ServicesFinancial ServicesDue Diligence

About the role

Key responsibilities & impact

Manage multiple work streams
Coordinate financial due diligence engagements
Collaborate with client management on diligence focus areas and communicate issues and deal considerations in real time
Participate in discussions regarding business performance and forecasting assumptions with senior team management
Identify and support analyses of target financial data for quality of earnings, normalized working capital, valuation, contractual matters, and future cash flows
Prepare reports presenting findings and recommendations on key financial and business issues in transactions
Identify integration, separation, and post-transaction transition issues
Collaborate with team members and contribute to M&A best practices
Analyze financial and operational results of businesses to be acquired or sold by reviewing accounting records, business drivers, and management interviews
Research industry trends, technologies, seasonality, and cyclicality affecting cash flow requirements
Use technology and tools to analyze datasets and present visualizations
Work directly with clients, target company management teams, and engagement leadership
Mentor junior team members and contribute to practice growth

Requirements

What you’ll need

Bachelor’s degree in accounting or finance
5+ years of related M&A work experience
Active CPA certification or in the process of obtaining one
Experience gained within another large professional services organization; public accounting experience preferred
High proficiency in Excel and PowerPoint
Effective internal and external communication skills
Excellent analytical skills and ability to translate complex data into meaningful insights
Ability to prioritize effectively and adapt quickly to new challenges and concepts
Working knowledge of US GAAP
Willingness and ability to travel up to 40% on short notice
Experience in a mergers or acquisitions transactions role
Established networking skills in a relevant industry

Benefits

Comp & perks

Competitive benefits package
Bonus program for eligible roles based on individual and firm performance
Opportunities for professional and personal growth
Inclusive teamwork and entrepreneurial opportunities
Exposure to diverse teams, industries, and new skills