Transaction Advisory Manager

The posting, as Grassi wrote it

About Grassi

After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories.

With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future.

Job Summary

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.

Responsibilities include, but are not limited to

• 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 respon

[…]
and a bonus paid upon passing the CPA exam.

Learning and Development : We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees.

Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep.

Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.

Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s):

New York ranges are from $120,000 – $170,000

New Jersey ranges are from $120,000 – $170,000

Massachusetts ranges are from $120,000 – $170,000

Connecticut ranges are from $120,000 – $170,000

Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities (“Grassi”) will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi’s main phone number listed on our official website.