Transaction Advisory Services Manager


The Dallas office of VMG Health is currently seeking a Transaction Advisory Services Manager with 3-6 years of valuation experience, preferably for healthcare engagements. Qualified candidates will view themselves as having superior leadership and technical skills, excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients.

Managers at VMG Health are expected to effectively leverage and manage all members of their team on a variety of healthcare engagements. Primary responsibilities will be sourcing, scoping and managing engagements; executing deliverables; maintaining existing client relationships; forming new client relationships; communication of project status to team members and development and training of the team internally.

Essential duties include the following:

  • Properly scope all engagements from a size, schedule, and cost perspective to ensure a profitable engagement.
  • Provide timely status updates to all project team members tailoring the information to the respective level (i.e. staff or Director/Managing Director) based on their need.
  • Ensure the team project tracking and status documents are updated in a timely fashion.
  • Develop and implement effective engagement communication to clients and ensure compliance by all team members.
  • Communicate all aspects of engagements with staff members on each of their respective engagements.
  • Demonstrate and maintain a high level of understanding and competence across numerous healthcare segments.
  • Ensure proper and consistent use of valuation theory in problem-solving complex healthcare arrangements.
  • Uphold values of integrity, professionalism, and respect towards all clients, superiors, administrative staff, and subordinates.
  • Ensure all engagements are on schedule through setting of internal deadlines and communication with team members including both staff and Director/Managing Director.
  • Ensure accuracy in every phase of the valuation process from information receipt and input to client deliverables.
  • Provide insight and direction to team members and the firm by participating with supervisors in training or seminars related to areas of expertise.
  • Provide guidance to overall analysis and approach on each engagement as necessary to both clients and staff.
  • Participate on all calls and site visits as requested by Director/Managing Director.
  • Effectively communicate with clients throughout the engagement process ultimately resulting with the explanation of opinion/results of the engagement.
  • Demonstrate effective administrative practices in terms of expense management and billing for services.
  • Author or co-author one article for publication (internally and/or externally) annually.
  • Provide feedback directly to staff and to supervisors to help manage, monitor, and make suggestions on the overall personal development of each team member.
  • Proactively promote the elements of VMG Health’s corporate culture. Define and develop activities that enhance that corporate culture.
  • Have a firm understanding of all services offered by VMG Health and be able to effectively communicate such services to clients that results in new business opportunities.
  • Participate in recruiting efforts as needed and make recommendations for hire to the Managing Director(s).

Required Education and/or Experience

  • 3-6 years’ business valuation experience with a Big Four or other accounting firm, or with a valuation firm. Experience in healthcare valuation highly preferred.
  • Bachelor of Business Administration with course work in Accounting and Finance and/or Master’s in Business Administration, Finance or Accounting.
  • CPA/ABV, CFA, CVA, or ASA designation strongly preferred.
  • Experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights.
  • Ability to work autonomously, meet tight deadlines, and thrive in a fast-paced environment with shifting priorities.
  • Highly motivated, ambitious individual with a strong desire to contribute to our Business Valuation service line.
  • Proficient in Microsoft Excel and PowerPoint.
  • Excellent verbal and written communication skills, both internally with superiors and externally in client facing interactions.
  • Results oriented with a strong track record of developing creative approaches and the solutions necessary to resolve complex problems with great attention to detail.
  • Willingness to travel, as needed.
  • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Please click the button below to apply. For additional information on VMG Health, please visit our website at or email