Transaction Advisory Services Mgr/Senior Mgr

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

Marcum LLP is seeking a Manager / Senior Manager to join our growing and well-established national firm in the Mid-Atlantic region .

This position requires an experienced Transaction Advisory Services professional with strong interpersonal and supervisory skills.

Responsibilities

• Conduct financial advisory due diligence in buy-side and sell-side transactions.
• Review financial information and other data to identify :
• Historical and projected financial, operating and commercials trends. Potential accrual-based adjustments that may be necessary in order for the financials to be in compliance with US GAAP.

Quality of earnings adjustments.Working capital and debt and debt-like items considerations.Potential liabilities and risks that will impact the valuation of the company and negotiations between buyer and seller.

• Identify pre- and post-acquisition transaction issues and synergies in the context of financial due diligence.
• Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
• Assist in drafting Excel data books and reports on Quality of Earnings, Working Capital and other transaction related analysis as well as review reports / sections of reports drafted by staff.
• Supervise, develop and evaluate staff.
• Preparing for and leading meetings with company (sell-side transaction) or target (buy-side transaction) management are customary during the due diligence process
• Liaise with other disciplines (tax) working on the diligence projects.
• Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
• Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.

Qualifications

• Bachelor’s degree in Accounting, Finance or other relevant discipline.
• 6+ years of relevant work experience in in one of the following (preferably with a national firm) : transaction advisory services, financial consulting or other M&A experience.
• CPA or CFA designation is preferred.
• Strong understanding of the M&A process.
• Excellent analytical and problem-solving skills.
• Excellent documentation skills.
• Excellent communication and interpersonal skills.
• Excellent Excel skills.
• Excellent business acumen.
• Ability to work effectively and efficiently under the pressure of transaction deadlines.
• Must be able to travel based on client and business needs (less than 20%).

For more information about the position, please send an email to with TAS Manager / Sr Manager in the Subject Line, or use the link to apply directly to the role