Financial Due Diligence, Senior Manager at Nichols,… · Location…

Financial Due Diligence, Senior Manager

Position Summary

The Senior Manager, Financial Due Diligence is responsible for leading financial due diligence engagements for prospective sellers and buyers participating in divestures, recapitalizations, mergers, and acquisitions. This role combines practice development, client relationship management, financial analysis, and technical accounting knowledge to support the broader Transaction Advisory group, accurately capture enterprise value, enhance the client experience, and help Nichols Cauley achieve its growth goals.

The Manager, Financial Due Diligence serves as a trusted advisor throughout the entire transaction lifecycle, from inception through closing and beyond, by leading engagement teams, coordinating across disciplines, and communicating early, often, and honestly with clients regarding their transactions. This is both a hands-on role and a leadership position.

Key Responsibilities

• Practice Development (10%)
• Support the firm’s business development initiatives through networking and industry events, thought leadership, and relationship building.
• Participate in proposal development, pricing discussions, and prospective client presentations.
• Contribute to firm strategies, service offerings, and process improvements.
• Continuously improve personal knowledge of and mentor team members on accounting standards, best practices, and industry trends.
• Client Relationship Management (15%)
• Serve as a primary point-of-contact for clients throughout the transaction lifecycle.
• Build and maintain relationships with attorneys, lenders, and others in the transactions space.
• Identify opportunities to expand and cross-sell additional service offerings.
• Participate in client meetings, proposal and report presentations, and transaction negotiations.
• Financial Analysis (60%)
• Lead sell- and buy-side financial due diligence engagements across a variety of industries.
• Analyze historical financial information to evaluate and support quality of earnings, net working capital, indebtedness, cash flow, and other key financial metrics.
• Evaluate accounting policies, revenue recognition practices, EBITDA adjustments, and overall financial reporting quality.
• Identify accounting, financial, operational, business, industry, and other transaction risks that may impact enterprise value.
• Prepare comprehensive financial due diligence reports and present findings to clients as well as potential investors, lenders, and other stakeholders.
• Coordinate with audit, tax, legal, and other professionals throughout the transaction process.
• Manage multiple engagements simultaneously while ensuring timely delivery and exceptional client service.
• Ensure firm standards are maintained and reputational risk is minimized.
• Leadership and Team Development (15%)
• Recruit, coach, mentor, and lead interns, associates, and senior associates.
• Review workpapers and deliverables to ensure technical accuracy and consistency.
• Manage engagement staffing, budgets, timelines, and profitability.
• Foster a collaborative, high-performance team culture focused on continuous learning and professional development.

Qualifications

• Required
• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA designation.
• Seven to ten years of progressive experience in financial due diligence, transaction advisory, or similar consulting services within a public accounting, professional services, or business advisory firm.
• Demonstrated experience leading complex financial due diligence engagements.
• Strong understanding of US GAAP, financial reporting, the business and deal lifecycles, transaction structuring, and related topics.
• Proven experience managing client relationships and leading engagement teams.
• Excellent analytical, communication, presentation, and project management skills.
• Ability to manage multiple projects in a fast-paced and deadline-driven environment.
• Preferred
• Experience serving entrepreneurs, founders, and family-owned businesses, as well as private equity firms, family offices, and strategic acquirers in the lower middle market.
• Industry knowledge of the agribusiness, construction, manufacturing, and real estate sectors.
• Experience with international transactions, carve-out analyses, and other uncommon scenarios.
• Existing professional network that can support practice development efforts.

Success Measures

The successful candidate for the Manager, Financial Due Diligence role will be able to:

• Consistently deliver high-quality financial due diligence engagements that provide genuine insights to clients and other professional disciplines within the transactions space.
• Build trusted relationships with clients that facilitate open dialogue, improve financial reporting, and enhance client outcomes.
• Develop and mentor high-performing talent to enable the continued growth of the firm’s financial due diligence service line.
• Manage engagements efficiently to ensure that utilization and realization targets are met.
• Contribute to the firm’s growth and success through business development and client retention.
• Maintain technical excellence while delivering superior customer service.

Benefits
• Competitive compensation commensurate with experience
• Annual performance and growth opportunities
• 401(k) Plan with employer contributions of up to 4% of salary
• Medical/Dental Insurance
• Flexible work arrangements
• Generous paid time off and firm holidays
• Flexible Spending Accounts (FSA)
• Employee Life Insurance
• Supplemental Life Insurance for Employees and Dependents
• Long-Term / Short-Term Disability Insurance
• Accidental Death & Dismemberment Insurance
• Paid Parental Leave
• Childcare Assistance - $250/weekly reimbursements to state licensed /regulated facilities

Nichols Cauley does not accept unsolicited resumes, candidate referrals, or applicant submissions from staffing agencies, recruiting firms, sourcing providers, or other third-party services. Any candidate information submitted without a valid, executed agreement between Nichols Cauley and the submitting party will be considered unsolicited and will become the property of Nichols Cauley. No fees, commissions, or other charges will be owed for such submissions.

For agencies with an active agreement in place, candidates may only be submitted for positions that have been specifically authorized by Nichols Cauley for external recruiting support. Any submissions made for unauthorized, unapproved, or closed positions will be considered unsolicited and will not be eligible for fees.

Talent Acquisition is the exclusive point of contact for all third-party recruiting activities. Agencies and recruiters who contact employees, partners, or other representatives of Nichols Cauley without the knowledge and approval of Talent Acquisition may be subject to termination of their agreement and removal from consideration for future business.