Consulting - Manager - Transaction Advisory Services (Technology)
San Francisco , California
November 20, 2017

Manager - Transaction Advisory Services/M&A (Software/Technology)

We are seeking a Transaction Advisory Services Manager for our national, award winning M&A practice. This TAS Manager will be responsible for completing financial due diligence on our client’s Software/Technology deals in conjunction with Directors, C-level leadership, and other cross-functional team members. 


• Performs (as part of a team) buy and sell-side financial due diligence for software/technology clients who are acquiring businesses 

• Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis

• Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements 

• Uses various software tools as designated by the firm 

• Interacts with the other functional areas of the practice including tax, audit and other consulting practices 

• Assists in preparing proposals and engagement letters 

• Represents the firm in community activities and professional association


Basic Qualifications

• Bachelor's degree in Accounting 

• Minimum of 5 years experience in an Audit or transaction advisory practice within a national public accounting or consulting firm, those with a mix of audit and corporate M&A development experience will also be considered 

• Experience working on software/technology/SaaS deals

• Solid understanding of software revenue recognition 

• Supervision / Team Leadership experience 

• Ability to direct and manage client engagements 

• Excellent verbal and written communication skills 

• Proficient with Microsoft Excel and Microsoft PowerPoint 

• Ability to travel 30-40% overnight


Preferred Qualifications

• CPA certification 

• Networking and communicating with C-level executives 

• Strong project management skills 

• Evaluated as exceptional performer in current position 

• Possess a good balance of strong audit skills and business acumen 

• Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm 

• Ability to be a self-starter and to be confident when interacting with clients and asking questions 

• Able to work within tight deadlines and take responsibility for getting the job done in a timely manner 

• Ability to apply critical thinking and problem solving skills 

A little about us:
The leading provider of audit, tax & consulting services focused on the middle market.

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