Leads financial due diligence engagements for buy-side and sell-side transactions. Responsibilities include quality of earnings analysis, EBITDA and working capital adjustments, revenue recognition, cash proof analysis, GAAP conversions, workpaper review, client communication, data-room management, timeline coordination, and supervision of associates and seniors. The role also supports complex accounting matters, develops junior professionals, manages multiple engagements, and participates in networking and business development activities.
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary:
At Frazier & Deeter, our Transaction Advisory Services team helps clients make informed decisions during some of the most important moments in their business lifecycle. As a Transaction Advisory Supervisor, you'll work alongside a collaborative team of professionals, supporting buy-side and sell-side transactions through financial due diligence and meaningful business insights. This role offers the opportunity to work directly with clients, gain exposure to a variety of industries, and develop expertise in a fast-paced environment where no two engagements are alike.
Duties & Responsibilities:
- Lead day-to-day execution of financial due diligence engagements across multiple clients and industries.
- Financial due diligence including drafting quality of earnings deliverables including:
- Analyze historical income statements and balance sheets to calculate, support, and propose adjustments to EBITDA, uncovering non-recurring expenses, pro-forma items, and operational shifts.
- Analyze monthly net working capital patterns, compute seasonality baselines and isolate normalization adjustments.
- Revenue recognition analysis
- Cash proof analysis
- Calculate cash to accrual conversions and other adjustments to align with GAAP
- Review workpapers, analyses, and deliverables prepared by associates and seniors to ensure accuracy and quality.
- Coordinate and manage engagement timelines, deliverables, and client communications.
- Assist in the importation and formatting of large data sets
- Manage data request list and data room for due diligence engagements
- Attend networking events
- Assist leadership in evaluating complex accounting, financial reporting, and transaction-related matters.
Education & Experience:
- 3-5+ years of public accounting experience, including 2+ years of dedicated transaction advisory or financial due diligence experience.
- Bachelor's degree in Accounting, Finance, or related field required, with demonstrated technical accounting and financial analysis experience.
- Prior experience leading workstreams or supervising staff on due diligence engagements.
- Demonstrated experience preparing and reviewing Quality of Earnings analyses and reports.
- Strong understanding of GAAP and financial statement analysis.
- Experience working directly with private equity firms, strategic buyers, lenders, and business owners preferred.
- Proven ability to manage multiple engagements and competing deadlines simultaneously.
- CPA license or active progress toward CPA certification strongly preferred.
- Experience coaching, mentoring, or developing junior professionals preferred.
- Demonstrated project management and client relationship management skills.
#LI - hybrid
Salary Range
Salary Range
$110,000—$130,000 USD
Frazier & Deeter, LLC Charlotte, North Carolina, USA Office
521 E Morehead St #330, Charlotte, United States, 28202
Similar Jobs
Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Big Data Analytics • Automation
Lead Dynatrace’s product-led growth strategy across marketing, product, and sales. Own acquisition, activation, adoption, monetization, and retention metrics; optimize the product funnel; manage experimentation and lifecycle marketing programs; build performance dashboards; communicate insights to executives; and mentor Growth Marketing Managers.
Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Big Data Analytics • Automation
Build and manage technical relationships with cloud and AI partners, developing joint solution integrations, reference architectures, technical content, demos, and enablement materials. Influence product roadmap priorities, support beta programs, assist co-sell and co-marketing opportunities, and represent Dynatrace through thought leadership. The role requires deep cloud-native, observability, AI, and solution architecture expertise, plus strong communication and presentation skills.
Top Skills:
Agentic AiAi InfrastructureAi ServicesApmAWSC#/.NetCi/CdDatadogDevOpsDynatraceGoGoogle Cloud PlatformJavaKubernetesLlmsAzureNew RelicObservabilityPythonServerlessSre
Fintech • Real Estate • PropTech
Shows homes, hosts open houses, and attends inspections for customers on a flexible schedule. The independent contractor controls availability and workload, receives field-event payments, and does not handle transactions, contracts, or closings. The role requires a state real estate license, exclusive affiliation with Redfin, MLS and Realtor Association membership, appropriate technology, reliable transportation, and travel within the local market.
Top Skills:
GpsLaptopMultiple Listing Service (Mls)Smartphone
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
