Transaction Services Manager

Moss Adams LLP Seattle , WA 98113

Posted 3 months ago

Why Moss Adams? Moss Adams brings more West to business. At Moss Adams, we're excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper. We provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity

Introduction to the Team

Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.

Individuals who thrive at Moss Adams exhibit the following success skills Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.


  • Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries

  • Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities

  • Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members,

  • Coordinate services as needed with other practice areas of the firm

  • Build relationships with existing clients, including involvement in networking and business development activities

  • Provide both leadership and supervision to Staff and Seniors


  • Bachelor's degree with a major in accounting or related field required

  • Minimum of 4 years of related experience required

  • Proven experience leading transaction services or Assurance/External Audit engagement teams at a large national professional services firm preferred

  • CPA license preferred

  • Minimum of 2 years of supervising and training experience

  • Must have the ability to analyze complex business and transaction situations

  • Strong motivation to meet client deadlines and provide excellent client service

  • Proven experience in managing multiple client engagements simultaneously and learning new business quickly

  • Strong project management and organizational skills

  • Strong Microsoft Excel skills

  • Strong presentation skills and marketing abilities required

  • Must be willing and able to travel to client locations up to 50%

  • Excellent interpersonal and verbal & written communication skills

Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Transaction Advisory Services Senior Manager Transaction Diligence West Region

Ernst & Young LLP

Posted 2 weeks ago

VIEW JOBS 1/8/2020 12:00:00 AM 2020-04-07T00:00 The potential for error is high in an environment where speed is critical. Companies looking for local and global deals face strong competition for quality assets and stakeholder scrutiny regarding acquisitions. M&A success starts with comprehensive diligence, it's the only way to understand if the deal is the right decision at the right price. As a Transaction Support Senior Manager you'll be right at the heart of the action. You'll work with many of the world's largest organizations, fastest-growing companies and private equity firms on some of the most complex deals. You'll be advising our clients throughout the diligence lifecycle on key drivers to increase value and reduce the risks and uncertainty inherent in transactions. The opportunity You'll be working in a team environment with financial due diligence professionals on a variety of projects across a range of sectors. Our team works to understand the client's business profit drivers and trends, as well as challenge assumptions of future performance and assist with purchase agreements and post-closing transaction matters. Your key responsibilities As a Senior Manager in Transaction Support you will manage and lead teams on financial diligence project work. You'll be focused on analyzing financial data and identifying key trends behind the performance of a business, discussing business performance and forecast assumptions with senior team management, and helping structure reports that set out our findings and recommendations around the key financial and business issues in a transaction. You will also be responsible for people and practice development activities. Additionally, you'll be responsible for business development and pursuit activities as well as cultivating long-term client relationships. Skills and attributes for success * Managing and executing financial due diligence engagements. * Developing and communicating fees and time lines. * Analyze financial and operational results of businesses to be acquired or sold through reviewing accounting records and conducting interviews with management. * Identifying negotiation factors for purchase price and deal structuring. * Identifying post-acquisition action steps to achieve anticipated earnings/cash flow improvements. * Constantly researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients. * Understanding EY's service lines and actively present ways the firm can successfully serve clients. To qualify for the role you must have * A bachelor's degree in Accounting or Finance and 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience supported by an active CPA certification. * Significant public accounting and previous financial due diligence experience. * Excellent analytical skills and the confidence to translate complex data into meaningful insights. * Ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts. * Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally. * Must be willing and able to travel up to 40% on short notice. Ideally, you'll also have * A proven record of excellence in a mergers or acquisitions transactions role. * Experience gained within another large professional services organization. * Established networking skills in a relevant industry. What we look for We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them - often in politically charged environments. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you. What working at EY offers We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:. * Opportunities to develop new skills and progress your career within a dedicated financial due diligence practice in a Big 4 firm. * A clear unified strategic focus across the team, with emphasis on taking an entrepreneurial approach to work. * Support, coaching and feedback from some of the most recognized and engaging colleagues in the industry. * The freedom and flexibility to handle your role in a way that's right for you. About EY As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we'll make our ambition to be the best employer by 2020 a reality. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Ernst & Young LLP Seattle WA

Transaction Services Manager

Moss Adams LLP