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Capital Markets Transactions Manager
Capital Markets Transactions ManagerSan Jose Staffing • San Jose, CA, US
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Capital Markets Transactions Manager

Capital Markets Transactions Manager

San Jose Staffing • San Jose, CA, US
30+ days ago
Job type
  • Full-time
Job description

Technical Accounting & Reporting - Capital Markets Transactions Manager

The Manager will play a key role within our Capital Markets Transactions (CMT) group within Technical Accounting & Reporting of the Assurance offering. Recruiting for this role ends on 28 February, 2026. The work you'll do includes overseeing complex engagements related to IPO/SPAC readiness and execution as well as other transactions and technical accounting projects. This individual will manage multiple workstreams simultaneously, providing technical guidance, project oversight, and cross-functional coordination to ensure high-quality delivery to our clients. At Deloitte, we provide services using an approach designed to provide flexibility to serve the unique circumstances and complexities of our clients. You'll gain exposure to a variety of industries, business models, and financial accounting areas, helping your career growth and professional development.

As a Capital Markets Transactions - Manager, you will oversee day-to-day operations of IPO, SPAC, and other CMT advisory engagements. You'll closely work with the team to tackle accounting, reporting, and other issues, while using our cutting-edge tools and technology. You will leverage your various skillsets to be an agile contributor to the practice. Other responsibilities will include:

  • Identify, prepare, and participate in proposals and marketplace activities.
  • Lead IPO readiness and execution engagements, including project planning, stakeholder management, and delivery of key milestones.
  • Strengthen client relationships and generate additional engagement opportunities through excellent quality, timely execution, and a strategic approach to service delivery.
  • Supervise, coach, and mentor all levels of staff. Conduct performance reviews and contribute to performance feedback and training. Develop and communicate workplace culture and code of conduct.
  • Be part of a team that assists clients in preparing the financial and reporting aspects of an IPO/SPAC, such as:
    • Assess public company readiness
    • SEC reporting requirements
    • Technical accounting matters
    • GAAP conversion from or into international accounting standards, e.g., IFRS or US GAAP
    • Preparation of the financial disclosures including assisting with the preparation of SEC documents
    • Services implementing corporate governance structures, streamlined close, consolidate report processes, consideration of investor relations, human capital, and operational improvements
    • Oversee multiple workstreams concurrently, ensuring alignment, timely execution, and adherence to project objectives.
  • Provide technical expertise on accounting and financial reporting matters related to transactions.
  • Manage engagement economics, budgets, and resource allocation.
  • Develop, maintain, and leverage internal contacts across Deloitte businesses.
  • Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas.
  • Stay connected to market trends to think through future innovative solutions.

Our team culture is collaborative and encourages team members to take initiative and seek on-the-job learning opportunities. Audit & Assurance services are focused on engagements related to independent External Audit services, Accounting, Controls & Reporting Advisory, and Specialized Assurance & Sustainability. We bring together the diverse skills and industry experience of our people, leading-edge technology, and a global network to deliver high-quality audits of financial statements and internal controls over financial reporting, along with assurance reports and valuable advice and insights across the corporate reporting landscape.

Qualifications Required:

  • Bachelor's degree in accounting or related field
  • 5+ years of public accounting or equivalent experience, ideally within a public accounting and/or advisory environment
  • 2+ years of experience in managing and supervising teams
  • Deep understanding of capital markets transactions (e.g., IPOs, SPACs, and other equity/debt offerings)
  • Strong technical accounting and financial reporting background
  • Proven ability to lead complex, multi-threaded projects with competing priorities
  • Strong and up-to-date technical knowledge of US GAAP accounting standards
  • Must have one of the following certifications: CPA (in office state), CFA, CRISC, PMP or other related certification
  • You should reside within a commutable distance of your assigned office with the ability to commute daily, if required
  • You can expect to co-locate, on average, 3 times a week with variations based on types of work/projects and client locations
  • Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred:

  • Advanced degree in accounting or related field
  • Financial services, blockchain/digital assets/crypto, technology, and/or aerospace and defense industry experience
  • Excellent communication, stakeholder management, and project leadership skills
  • Experience in financial reporting and SEC requirements of IPOs

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $201,500. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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Capital Markets Transactions Manager • San Jose, CA, US

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