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Cherry Bekaert Deal Advisory Manager (Technology) in Helena, Montana


Cherry Bekaert’s national, award-winning dedicated team of transaction professionals has assisted strategic and financial clients in all aspects of buy-side and sell-side due diligence for private equity investors, strategic buyers and sellers.

We believe in and promote an environment where our people are excited and engaged to contribute their best. Cherry Bekaert strives to exhibit a culture of inclusiveness and diversity in our offices by involving all of our people and their unique, individual perspectives in our business. We want all of our employees to feel a sense of belonging by welcoming and appreciating the uniqueness that each individual brings to the firm.

Our rapidly growing Deal Advisory ( practice is looking for a talented Technology focused Manager that wants to be a part of an exciting and dynamic team. This role will work with nationally recognized industry leaders and provides an excellent opportunity for advancement. Our deal advisory team has undertaken more than 3,250 due diligence engagements, including over 770 deals in 2022 , with cumulative transaction values in excess of $150 billion. With a multidisciplinary deal team of more than 85 professionals , we work closely with our clients in the areas of due diligence, transaction tax, valuation, IT diligence and transaction structuring.

As a Technology Deal Advisory Manager you will:

  • Work closely with Partners and Directors to manage activities of buy-side and sell-side financial due diligence engagements

  • Perform quality of earnings and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process

  • Analyze Annual Recurring Revenue (“ARR”) trends and metrics.

  • Develop relationships with senior leadership at clients and target company executives

  • Communicate due diligence findings in a formal report

  • Supervise junior staff and provide performance review feedback

What you bring to the role:

  • Bachelor's Degree in Accounting, Finance or a related business discipline

  • 5+ years of professional services experience, with 3+ years of demonstrated experience performing financial due diligence for technology & SaaS transactions

  • Active CPA license or in-progress required

  • Strong accounting, data analysis and critical thinking/problem solving skills

  • Advanced Excel and PowerPoint skills

  • Strong project management skills, ability to run multiple engagements at once

  • Positive attitude, self-starter, strong work ethic

  • Strong verbal and written communication skills

  • Willingness to travel up to 25%

What we offer you:

  • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect.

  • The opportunity to innovate and do work that motivates and engages you.

  • A collaborative environment focused on enabling you to further your career growth and continuous professional development.

  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.

  • Flexibility to do impactful work and the time to enjoy your life outside of work.

  • Opportunities to connect and learn from professionals from different backgrounds and with different cultures.

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit .

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $81,035 to $256,600. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program ( which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Candidates must demonstrate they are eligible to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn ( , Facebook, ( Twitter ( or Instagram ( .

© 2023 Cherry Bekaert. All Rights Reserved.

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