Transaction Services – Financial Diligence Manager - Boston, Massachusetts United States - 21018

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Job #: 21018
Title: Transaction Services – Financial Diligence Manager
Job Location: Boston, Massachusetts - United States
Employment Type:
Salary: $110,000.00 - $135,000.00 - US Dollars - Yearly
Other Compensation: Bonus and excellent benefits
Employer Will Recruit From: Regional
similar consulting practices such as FTI
Relocation Paid?: NO


                                                              Great Opportunity for a Due Diligence Professional to help grow a Practice

Our client is a national consulting firm that needs a motivated Manager to service its growing portfolio of clients and help build upon this success in scaling up the practice area. The current portfolio of clients are primarily middle market companies across a range of industries. These companies are either being bought or sold to a strategic buyer. The deal size allows for a rich and diverse range of client experiences.

The national practice has over 200 professionals. This position is in the Boston office that has a team of 10, services primarily technology clients and targets deals in the 100-400 million dollar range.



                                                                                       Transaction Services – Financial Diligence Manager

The Transaction Services (TS) delivery model includes the entire transaction life-cycle enabling engagement opportunities throughout the lifetime of a deal. TS services includes Diligence, Corporate Value Consulting, Strategic Solutions and Tax.

The Financial Diligence Manager is responsible for overseeing all phases of project and engagement management for multiple clients in a wide variety of industries. Responsibilities include planning, directing, and completing projects and services in financial due diligence and developing and managing staff. The Financial Diligence Manager works closely with partners and staff and plays a key role in client management, practice development, and business development for an assigned group of clients.

Specific Responsibilities:

  • Manage Transactions Services (TS) engagements throughout the transaction process, and coordinate the work performed by multiple service lines and cross-functional teams.
  • Plan, execute, direct and complete financial due diligence for financial and corporate strategic buyers from a variety of industries, including manufacturing and distribution, non-profit, high-tech, real estate, and financial services.
  • Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively.
  • Develop and maintain strong client relationships and cross-sell services.
  • Team with partners and senior managers on proposals and business development calls.
  • Meet or exceed targeted billing hours (utilization).
  • Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
  • Recruit, manage, mentor, and train senior associates and associates.
  • Assess performance of senior associates and associates for engagement and year-end reviews.


  • Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field. Advanced degree preferred.
  • Six (6) plus years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level.
  • CPA, CAMS, CRCM, ACFCS, CISA, CISSP, CIA, CISM or related license/certificaton are preferred.
  • Solid experience in the following: accounting, audit or transaction advisory services.
  • Strong current knowledge in US GAAP, GAAS, SEC Reporting, transaction advisory services or mergers and acquisitions.
  • Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice.
  • Strong leadership, business development, recruitment, training, and mentoring skills
  • Excellent written, presentation, leadership, and interpersonal communications skills.
  • Availability to work additional hours and/or travel as needed.

University - Bachelor's Degree/3-4 Year Degree