Careers At Trout CPA

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Manager, Transaction Advisory Services

Department: Advisory
Location: Lancaster, PA

Trout CPA, a full-service certified public accounting and business consulting firm, is seeking a Manager in our Transaction Advisory Services (TAS) practice. Our TAS practice serves both corporate and private equity clients in providing boutique buy-side and sell-side M&A advisory services. These services include financial due diligence (Quality of Earnings), net working capital analysis, structuring and valuation guidance, pre-transaction preparation engagements, and post-acquisition assistance.

The successful candidate will:

  • Manage and prioritize team responsibilities and proactively consult with Managing Director as appropriate
  • Manage multiple projects of varying size and complexity
  • Prepare and review comprehensive financial databooks
  • Generate a full due diligence report
  • Lead the Quality of Earnings, P&L and Working Capital analyses
  • Communicate regularly with clients regarding engagement matters (e.g. status updates, request lists, etc.)
  • Effectively manage day-to-day client interaction and relationships
  • Analyze financial information, including trends, ratios, metrics, and other analytical observations

Desired Skills and Experience:

  • Bachelorís Degree in Accounting or related field
    • CPA strongly preferred
  • Four (4) or more years of experience in public accounting with a preference to those with prior TAS / financial accounting due diligence experience
  • Ability to manage multiple tasks and meet deadlines
  • Working knowledge of US GAAP
  • Strong Excel skills and ability to work with large data sets. Ability to use common formulas, such as: vlookup, hlookup, sumif, index-match, pivot tables
  • Proficiency in PowerPoint
  • Intellectual curiosity and an ability to concisely communicate key findings in a written report with supporting graphs and exhibits
  • Comfortable navigating inconsistent accounting records and identifying material issues
  • High attention to detail

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