Transaction Advisory Manager - Financial Due Diligence

At Withum, we cultivate talent in a dynamic environment where your individuality matters. Join us to unlock boundless growth opportunities that fuse entrepreneurial spirit with collaborative teamwork, resulting in transformative outcomes.Venture into various industries, acquire new skills, and engage with our diverse professional teams to shape the career pa…

At Withum, we are dedicated to fostering talent where individuality thrives and opportunities for growth are limitless. Our entrepreneurial spirit combined with inclusive teamwork leads to remarkable results.Join us to explore diverse industries, acquire new skills, and collaborate with a variety of professionals to realize your envisioned career path. Your journey begins with you!Unleash the Transformative Power of Withum Plus You - that’s the Power in the Plus!We are inviting applications for a Senior Associate in Transaction Advisory, with a primary focus on financial due diligence. In this pivotal role, you will be integral in managing project workflows throughout the financial due diligence process.The position is available in any of the following U.S. office locations: Boston, Buffalo, East Brunswick, New York City, Philadelphia, Princeton, Red Bank, Whippany, Chicago, Houston, Irvine, and Tysons Corner.Withum’s brand embodies our people, culture, and strengths. We are synonymous with teamwork and exceptional client service, and our success is attributed to our dedicated professionals committed to helping clients thrive. Moreover, we live by the Withum Way, fostering personal and professional growth for all team members, clients, and communities.Key Responsibilities:Overseeing multiple work streams concurrently.Coordinating financial due diligence engagements.Collaborating with client management to define diligence focus areas and communicating real-time issues and deal considerations.Engaging in discussions on business performance and forecasting with senior management.Analyzing target financial data to highlight valuation and contractual issues for quality of earnings and cash flow considerations.Drafting reports presenting findings and recommendations on key financial and business issues related to transactions.Identifying integration, separation, and post-transaction transition challenges.

Are you ready to make a significant impact in the technology sector?West Monroe Partners is seeking a dedicated Senior Advisory Analyst in Technology Transactions to join our Technology and Experience Practice (TechEx). This role involves supporting technology M&A due diligence projects, where you will work alongside software due diligence architects to offer strategic and technical insights across diverse sectors including Private Equity, High-Tech & Software, Healthcare, and Financial Services. As a technology-driven firm, we provide a platform for continuous growth in both technical and business skills, utilizing advanced tools, platforms, and frameworks. This is an exciting opportunity to play a pivotal role in our established technology M&A offerings, contributing to strategic enterprise architecture initiatives, software and product due diligence engagements, post-merger integrations, and carve-out advisory projects.

Join Ramboll as a Managing Consultant or Senior Managing Consultant in M&A Environmental Due Diligence. In this pivotal role, you will lead and manage environmental due diligence projects, guiding clients through complex regulatory landscapes and providing expert insights to support their mergers and acquisitions. Your expertise will ensure that our clients make informed decisions while maintaining compliance with environmental legislation.

Exciting Opportunity: Advisory Manager at Modera Wealth ManagementJoin our dynamic team at Modera Wealth Management, where we are currently seeking an Advisory Manager to lead a talented group of financial planning associates. This role, which can be based in any of our diverse office locations—including Boston, MA—will play a crucial part in delivering exceptional client service while managing team performance.Why Choose Modera Wealth?As an independent, fee-only advisory firm, Modera Wealth Management is dedicated to creating a positive and lasting impact in our clients' lives through comprehensive financial planning and strategic investment management. With over 40 years of experience, we pride ourselves on our commitment to personalized service, professional excellence, and a workplace culture that fosters growth and development. Our rapid expansion has led us to over 200 employees across 19 offices on the East Coast, managing more than $15 billion in assets for over 6,000 clients.Role Responsibilities:Lead and coordinate the Planning Associates' work to ensure timely and efficient delivery of financial planning services to advisors.Oversee the quality and accuracy of the financial plans, enforcing established best practices and protocols.Mentor and coach Planning Associates, providing constructive feedback and support.Manage daily personnel needs, including performance concerns and workload balancing.Communicate departmental goals and support team execution.Conduct regular one-on-one meetings to facilitate professional growth and align goals.Monitor progress towards SMART goals and adjust strategies as necessary.Conduct annual performance evaluations and contribute to team members’ development assessments.Collaborate with HR for career development initiatives for the team.

Join Lewis Associates, a leading firm in debt finance, as a Debt Finance - Transactional Specialist. In this role, you will engage in intricate financial transactions and provide strategic insights that help our clients navigate complex financial landscapes.

Join Modera Wealth Management as the Regional Director of Advisory Services in Boston, where you will lead our advisory team in delivering exceptional financial guidance to clients. In this pivotal role, you will be responsible for strategic planning, team development, and driving growth within the region. Your expertise in wealth management will help shape client relationships and enhance our service offerings.

Join Centribusiness Consulting as an Accounting Advisory Manager and leverage your expertise to help our clients navigate complex financial challenges. In this pivotal role, you will lead a team of professionals to provide high-quality advisory services, ensuring compliance with accounting standards and best practices.

At CrossCountry Consulting, we are committed to redefining the advisory experience. Our foundation is built upon Core Values that prioritize collaboration, enthusiasm, generosity, and perseverance. We specialize in delivering innovative solutions across accounting, risk management, technology transformation, and transaction advisory services. Partnering closely with our clients, we not only address their current challenges but also deliver sustainable value for the future.Our dedication to fostering a supportive work environment has earned us accolades such as Inc5000's Fastest Growing Companies and recognition as one of Glassdoor's Best Places to Work. Discover insights from our employees about our distinctive culture by clicking here.As a key member of our rapidly expanding Accounting Advisory practice, you will serve as a trusted advisor to our clients. Your unique perspectives and hands-on experience will enable you to provide tailored, integrated solutions that not only resolve immediate challenges but also lay the groundwork for lasting success. With guidance from seasoned leaders and a dedicated mentor, you will be part of a collaborative community that encourages contributions beyond client engagements.

Join Our TeamWe are seeking a talented Senior Product Marketing Manager to take charge of our go-to-market strategies, lifecycle marketing initiatives, and product positioning. This pivotal role will be at the intersection of Product, Growth, and Engineering.In this dynamic and cross-functional position, you will collaborate closely with Product and Engineering teams to define launch criteria, develop comprehensive go-to-market plans, and ensure that all features are delivered with a compelling value proposition and measurable growth outcomes. Additionally, you will spearhead lifecycle marketing campaigns (including email, push notifications, and in-app messaging) to enhance activation, engagement, conversion, and retention rates.This role will report directly to the VP of Growth and will be instrumental in our efforts to scale customer acquisition and enhance customer lifetime value.

At CrossCountry Consulting, we are committed to redefining the advisory landscape, driven by our Core Values and an unwavering focus on delivering exceptional experiences for our clients and our team alike. We believe that collaboration, enthusiasm, generosity, and perseverance are the cornerstones of our success. Our comprehensive advisory solutions cover accounting and risk management, technology-driven transformation, and transactions, allowing us to partner effectively with our clients to address current challenges and create sustainable value for the future.Our dedication to our team has been recognized through several accolades, including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what our employees say about our unique culture by clicking here.As a key member of our rapidly expanding Accounting Advisory practice, you will play a vital role as a trusted advisor to our clients. You will leverage your extensive experience and insights to provide customized integrated solutions that not only tackle today’s challenges but also lay the groundwork for future success. In your capacity as a Director at CrossCountry Consulting, you will engage in client delivery, business development, team leadership, and the mentorship of junior team members, while also contributing to CrossCountry’s leadership team.

Join Lewis Associates as an M&A and Corporate Transactions Associate, where you will play a critical role in shaping strategic business decisions. In this position, you will collaborate with a dynamic team of legal professionals, providing essential support in mergers and acquisitions, corporate governance, and transaction structuring. Your insights and expertise will directly contribute to the success of our clients, making this an exciting opportunity for those looking to advance their legal career in a fast-paced environment.

As a skilled Project Manager within our Corporate Advisory & Solutions division, you will play a pivotal role in steering significant projects for our esteemed National accounts in the commercial real estate sector. This role requires adept project management from a remote setting, coupled with occasional travel throughout the project lifecycle. We are seeking a dynamic, resourceful, and detail-oriented professional who excels at multitasking and possesses exemplary organizational skills. A commitment to outstanding customer service is paramount. The ideal candidate is a proactive self-starter who can make an immediate impact, adeptly manage vendor relationships, and smoothly navigate complex project requirements. In this position, you will oversee all facets of high-profile projects, ensuring they are completed punctually, within budget, and to the highest quality standards. Your exceptional communication skills and proven ability to drive results will be vital in cultivating productive relationships with stakeholders and guiding the project team towards success.

Join Lewis Associates as a Corporate Senior Associate focused on Transactional matters. In this dynamic role, you will collaborate with a talented team to provide high-quality legal services to our corporate clients. Your expertise will help navigate complex transactions, ensuring compliance and strategic success for our clients.

Join Portage Point Partners as the Director of Accounting Advisory & Controllership Transformation (AACT), where you will lead transformative initiatives in accounting practices across multiple sectors. Your expertise will guide organizations through complex financial landscapes, enhancing their operational efficiency and compliance. This leadership role requires a strategic thinker with a passion for innovation in financial advisory.

Consultant – Accounting Advisory Join our dynamic team at CFGI as a Consultant in Accounting Advisory, where you will collaborate with fellow professionals, Big 4 auditors, and client management on various engagements. Your role will involve analyzing financial data, interviewing clients, identifying critical issues, drafting reports, participating in meetings, and cultivating strong relationships with client management. Take Charge of Your Career with CFGI: · Gain exposure to diverse industries and projects.· Make a significant impact on your clients' businesses.· Lead projects from inception to completion.· Engage in client interactions and excel in a client-facing position.· Experience continuous challenges and learning in a collegial environment with top-tier experts.· Enjoy flexible work arrangements based on engagement specifics.· Forge your own career path.· Find joy in your work! What You Can Expect: · Prepare operational due diligence for complex transactions, including acquisitions, divestitures, stock offerings, debt raises, and IPOs.

THE ROLEMissionAt Origin, we seek a visionary to shape the future of personal finance. This pivotal role will guide the core product experience utilized by millions, transforming how our members comprehend and manage their financial journeys.Your goal will be to evolve our Personal Finance Management (PFM) capabilities into a smart, proactive system that integrates spending, investing, and home finance. You will enhance our AI Advisor, provide seamless spending insights, and create personalized daily and weekly financial recaps that are indispensable for our users.This is a high-impact position that will be instrumental in establishing the foundation of Origin and will set the benchmark for contemporary financial guidance.

The RoleWe are seeking a dynamic Chief Operating Officer (COO) to partner with the CEO and drive the operational framework of our organization.This is not a traditional process-oriented position; rather, it is a pivotal role focused on running the business.The COO will oversee daily operations across Customer Success, Customer Support, Finance, and Commercial execution, while fostering operational cadence, performance management, and cross-functional execution throughout the company. While the CEO will hone in on product strategy, strategic partnerships, and mergers & acquisitions, the COO will ensure swift, disciplined, and clear execution of company initiatives.This position represents a genuine #2 leadership role with extensive authority, significant scope, and substantial impact.

THE ROLEMissionAt Origin, your mission is to craft user-friendly, AI-enhanced financial experiences that convert data and user insights into actionable guidance. You will spearhead a comprehensive design process, integrating research, industry benchmarks, and exceptional design standards to produce intuitive and engaging user experiences. By collaborating with diverse teams, you will distill intricate financial information into refined, high-quality interfaces that empower users to make informed decisions and achieve financial growth.ResponsibilitiesEngage with cross-functional teams including product managers, engineers, and data scientists to deliver AI-driven, insights-focused user experiences.Transform research insights, user behavior data, and AI functionalities into clear, user-centric design solutions.Create user flows, wireframes, and prototypes that simplify complex financial data to enhance user engagement.

Join ServiceNow as an Advisory Solution Consultant, where you will leverage your expertise to drive innovative solutions for our clients. In this role, you will collaborate with cross-functional teams to enhance the customer experience and deliver impactful results. You will be responsible for understanding client needs and providing tailored solutions that align with their business objectives. Your insights will be crucial in guiding clients through their digital transformation journey.