[Hiring] Transaction Advisory Manager @Grassi

Role Description

We are currently seeking a Transaction Advisory Manager focused on Financial Due Diligence to join our team in any of the following office locations: Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. We will also consider remote candidates based in New York, New Jersey, Massachusetts, Connecticut, and the Greater Philadelphia market. This role offers an exciting opportunity to be part of a dynamic and growing firm.

• Leading buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements, delivering actionable insights that help clients evaluate transaction opportunities and make informed business decisions.
• Managing multiple concurrent engagements while ensuring exceptional client service, high-quality deliverables, and timely execution across all phases of the transaction process.
• Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes.
• Developing comprehensive reports, presentations, and analyses that clearly communicate findings, proposed adjustments, and strategic considerations to clients and stakeholders.
• Evaluating revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses.
• Facilitating meetings and discussions with clients, target company management, and key stakeholders while serving as a trusted advisor throughout the engagement lifecycle.
• Building and maintaining strong client relationships through responsive service, technical expertise, and a commitment to delivering meaningful business insights.
• Contributing to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships.
• Supporting a collaborative team environment that promotes knowledge sharing, innovation, and excellence in serving clients across diverse industries.
• Traveling to client sites, firm offices, and industry events as needed while maintaining flexibility to meet engagement and client service requirements.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum of 2+ years of Transaction Advisory experience, and 5+ total years of relevant experience.
• CPA license required.
• Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered.
• Excellent interpersonal, organizational, initiative, and leadership skills.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite and relevant software.
• Ability to manage multiple priorities in a deadline-driven environment.
• Maintains a high level of professionalism and consistently demonstrates respect for others.

Benefits

• Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level.
• Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program.
• Financial assistance toward the achievement of the CPA certification, including the cost of CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees.
• Paid study time during work hours, additional paid time off to take your scheduled exam, and a bonus paid upon passing the CPA exam.
• Continuing Professional Education (CPE) opportunities, including both technical and soft skills training.
• Discounted gym memberships and various wellness initiatives and programs such as the CALM app.