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Manager, Transaction Advisory
Manager, Transaction AdvisoryFORVIS • Miami, FL, USA
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Manager, Transaction Advisory

Manager, Transaction Advisory

FORVIS • Miami, FL, USA
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Requisition Number2235960 Description & Requirements

At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek variety, we would love to talk to you!

The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.

The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring-ensuring clients are well-informed and positioned for successful outcomes.

What You Will Do :

  • Lead and execute comprehensive buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients
  • Analyze and interpret complex financial and operational data of target companies to develop insightful Quality of Earnings reports that support informed investment decisions
  • Identify key diligence issues and value creation opportunities, providing actionable recommendations for post-acquisition integration and performance improvement.
  • Conduct in-depth industry and market research to benchmark performance, assess trends, and evaluate the competitive positioning of target companies.
  • Collaborate closely with senior stakeholders, including C-suite executives, investment bankers, private equity partners, legal advisors, and internal teams to drive deal success
  • Coach, mentor, and oversee junior team members, fostering professional development through hands-on training, performance feedback, and knowledge sharing to build a high-performing team

Minimum Qualifications :

  • Bachelor's Degree in Accountancy, Finance, or a related field
  • Minimum of five (5) years of relevant work experience in audit or transaction advisory services from a large public accounting or consulting firm
  • Proficiency with Microsoft Office, primarily Excel and PowerPoint
  • Excellent written and verbal communication skills
  • Ability to develop relationships with both team members and external clients
  • Preferred Qualifications :

  • Minimum of five (5) years of relevant work experience with at least three (3) years of transaction advisory financial due diligence experience from a large public accounting or consulting firm
  • Current and valid CPA (Certified Public Accountant) license
  • Masters Degree in Accountancy
  • #LI-DEN, #LI-BOCR, , #LI-MIA

    #LI-JT1

    Colorado's Equal Pay for Equal Work Act (SB 19-085)

    Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

    Colorado Salary Range :

    CO Minimum Salary (USD)

    $ 131,400

    CO Maximum Salary (USD)

    $ 219,000

    Close Date : 01 / 14 / 2026

    With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

    We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

    About Forvis Mazars, LLP

    Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

    Forvis Mazars, LLP is an equal opportunity / affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

    It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

    Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and / or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

    Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.

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