Uhy Llp
Transaction Services Manager page is loaded Transaction Services Manager Apply locations Melville, NY time type Full time posted on Posted 2 Days Ago job requisition id JR101219
JOB SUMMARY
We are seeking a Transaction Services Manager to lead financial due diligence (FDD) and M&A advisory engagements. This role is ideal for experienced professionals who thrive in fast-paced deal environments and are skilled in analyzing financial statements, assessing transaction risks, and advising clients through mergers, acquisitions, and divestitures. You will play a key role in driving successful transactions for private equity firms, corporate clients, and investment banks.
JOB DESCRIPTION
Manage buy-side and sell-side financial due diligence engagements for M&A transactions
Assess quality of earnings (QoE), working capital adjustments, and cash flow trends to evaluate deal risks
Analyze financial statements, revenue models, and business operations to identify potential red flags
Lead the preparation of financial reports, executive summaries, and key transaction insights
Develop and review financial models, valuation assessments, and sensitivity analyses
Serve as the primary client contact , ensuring exceptional communication and advisory support
Collaborate with investment bankers, private equity firms, and corporate executives to structure deals
Train, mentor, and supervise junior professionals , fostering a strong transaction advisory team
Support post-transaction integration by analyzing financial structures and deal synergies
Supervisory responsibilities Yes, will supervise staff members
Will participate in performance review process
Work environment Work is conducted in a professional office environment with minimal distractions
Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required Travel may be frequent and unpredictable, depending on client’s needs
Required education and experience Bachelor’s degree in Accounting and/or Finance with strong academic performance
4 – 6+ years of audit / corporate finance / transaction advisory service experience
Preferred education and experience Certified Public Accountant (“CPA”) designation
Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000. WHO WE ARE
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER
POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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JOB SUMMARY
We are seeking a Transaction Services Manager to lead financial due diligence (FDD) and M&A advisory engagements. This role is ideal for experienced professionals who thrive in fast-paced deal environments and are skilled in analyzing financial statements, assessing transaction risks, and advising clients through mergers, acquisitions, and divestitures. You will play a key role in driving successful transactions for private equity firms, corporate clients, and investment banks.
JOB DESCRIPTION
Manage buy-side and sell-side financial due diligence engagements for M&A transactions
Assess quality of earnings (QoE), working capital adjustments, and cash flow trends to evaluate deal risks
Analyze financial statements, revenue models, and business operations to identify potential red flags
Lead the preparation of financial reports, executive summaries, and key transaction insights
Develop and review financial models, valuation assessments, and sensitivity analyses
Serve as the primary client contact , ensuring exceptional communication and advisory support
Collaborate with investment bankers, private equity firms, and corporate executives to structure deals
Train, mentor, and supervise junior professionals , fostering a strong transaction advisory team
Support post-transaction integration by analyzing financial structures and deal synergies
Supervisory responsibilities Yes, will supervise staff members
Will participate in performance review process
Work environment Work is conducted in a professional office environment with minimal distractions
Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required Travel may be frequent and unpredictable, depending on client’s needs
Required education and experience Bachelor’s degree in Accounting and/or Finance with strong academic performance
4 – 6+ years of audit / corporate finance / transaction advisory service experience
Preferred education and experience Certified Public Accountant (“CPA”) designation
Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000. WHO WE ARE
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER
POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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