[Hiring] Senior Manager Transaction Advisory Services @OAG Transaction Services

Role Description

This is a full-time remote role for a Manager, Transaction Advisory Services. The responsibilities include:

• Leading and managing financial due diligence engagements
• Conducting quality of earnings and net working capital analyses
• Supporting mergers and acquisitions (M&A) activities
• Reviewing financial documents
• Identifying key financial trends
• Communicating insights to stakeholders
• Collaborating with clients to ensure alignment on strategic goals
• Providing advice that minimizes risk and maximizes transaction value

Qualifications

• 7 - 12 + years of relevant experience in conducting Transaction Advisory & Financial Due Diligence work
• Strong working knowledge of U.S. GAAP, accrual accounting, and common EBITDA adjustments
• Bachelor's degree in Accounting, Finance, or Economics required; CPA, CFA, or MBA preferred
• Advanced Excel and PowerPoint proficiency, including data manipulation and financial modeling
• Excellent verbal and written communication skills; able to simplify complex topics for clients
• Proven ability to manage multiple projects and deadlines independently
• High attention to detail, integrity, and client service orientation
• Strong analytical skills to evaluate financial data and identify trends and potential risks
• Expertise in Finance, including financial modeling and understanding of financial statements
• Technical proficiency in Due Diligence and Mergers & Acquisitions (M&A) processes
• Solid knowledge of Accounting principles and practices
• Effective communication skills to present findings and insights clearly to clients and team members
• Proven ability to lead projects, manage cross-functional teams, and work independently in a remote setting
• CPA or equivalent professional certification is preferred
• Experience in private equity, transaction advisory services, or investment banking

Benefits

• Compensation reflects output and performance, structured in ways most traditional transaction firms don't offer
• Opportunity to work in a founder-led firm in growth mode
• Environment built for people who think like owners and entrepreneurs

Company Description

OAG M&A Transaction Services | O'Connell Advisory Group is a team of CPA M&A advisors specializing in financial due diligence, acquisition advisory, quality of earnings, valuations, and transaction support for privately owned businesses in the lower middle market.

• Over $900 million in transactions completed
• Serves entrepreneurs, private equity firms, family offices, and private investors
• Focuses on enabling clients in B2B services, manufacturing, government contracting, and tech-enabled services
• Businesses generating $1M-$4M in annual EBITDA
• Customized solutions aim to reduce risk, enhance transaction value, and provide actionable insights