Manager, M&A (Transaction Advisory Services)

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity, and value. RubinBrown has revenue of approximately $240 million with 1,000+ team members across locations in Chicago, Denver, Detroit, Kansas City, Las Vegas, Mumbai (India), Nashville, and St. Louis.

We are seeking a Manager to join our growing M&A / Transaction Advisory Services practice within our Consulting Services group. The team advises clients on buy-side and sell-side transactions by providing financial, tax, and IT diligence services for domestic and international deals with enterprise values up to $750 million. Working closely with private equity firms, family offices, strategic acquirers, and business owners, the team supports more than 150 transactions each year.

This role offers significant exposure to a diverse range of industries, clients, and transaction types within a national practice that is a strategic priority for the firm. The ideal candidate is a collaborative and driven professional with a strong foundation in finance and accounting, experience leading transaction engagements, and a passion for developing teams while contributing to the continued growth of the practice.

Major Responsibilities

• Serve as a Manager overseeing financial due diligence for M&A transactions, including Quality of Earnings (QofE) analyses

• Analyze financial information to assess earnings quality, working capital, key accounting policies, historical and projected performance, and transaction-related risks impacting valuation and deal structure

• Engage with executive leadership teams to discuss accounting policies, business performance, and forecasts

• Coordinate and integrate work across multiple service lines and cross-functional teams

• Communicate with a broad range of stakeholders, including clients, target management and ownership, investment bankers, attorneys, and other advisors

• Prepare clear, tailored diligence reports that highlight key findings, insights, and recommendations

• Manage, mentor, and develop team members while overseeing multiple engagements simultaneously

• Maintain responsibility for the quality, accuracy, and timeliness of client deliverables and engagement execution

• Support business development efforts and contribute to the continued growth of the practice

Preferred Experience / Background / Skills

• Bachelor’s degree in Finance, Accounting, or a related field (Master’s degree preferred)

• At least 4 years of current or recent experience in public accounting, consulting, transaction advisory services, or industry, with M&A transaction experience preferred

• Relevant professional credentials such as CPA, CFA, or similar

• Strong technical foundation in finance and accounting

• Proficiency in Microsoft Office, with advanced skills in Excel and working knowledge of PowerPoint and Word

• Excellent written and verbal communication, interpersonal, and analytical skills

• Proven experience managing day-to-day client relationships and delivering high-quality client service

• Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment

• Demonstrated leadership abilities with a commitment to developing teams and contributing to the long-term growth of the practice

• Collaborative, team-oriented mindset

• Commitment to professional ethics and integrity

Working Conditions

• Standard office hours are Monday through Friday, 8:00 a.m. to 5:00 p.m.
• Ability to work a hybrid schedule, including 2-3 days per week in the office
• Flexibility to work additional hours as necessary to meet business and client needs
• Willingness to travel approximately 5%-40% annually based on client and project requirements
• Ability to remain seated for extended periods and move throughout the office as needed
• Ability to occasionally lift, carry, push, or pull items weighing up to 30-50 pounds
• Strong verbal and written communication skills, with the ability to effectively interact with clients, team members, and other stakeholders

One Firm

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

EEO Employer W/M/Vet/Disabled

RubinBrown is an independent member of Baker Tilly International, the 9th largest accounting and business advisory network in the world. For more information, visit www.rubinbrown.com.

Manager, M&A (Transaction Advisory Services) 

Benefits Summary