Senior Associate, Transaction Advisory Services (TAS)

Overview

This is a Transaction Advisory Services role within a regional accounting firm based in Pennsylvania. The team provides buy-side and sell-side M&A advisory services for corporate and private equity clients, including financial due diligence (Quality of Earnings), net working capital analysis, pre-transaction preparation engagements, purchase agreement consulting, and post-acquisition assistance.

Responsibilities

• Prepare comprehensive QoE (Quality of Earnings) databooks and reports
• Execute multiple projects concurrently, spanning varying sizes and levels of complexity
• Participate in diligence calls with clients/targets
• Research GAAP treatment and apply accounting adjustments to support the QoE
• Take primary responsibility for end-to-end execution of QoE engagements
• Review work performed by junior associates
• Communicate regularly with the internal team regarding engagement matters (e.g., status updates, request lists)

Requirements

• Bachelor’s Degree in accounting or finance
• CPA designation (or in-process) required
• 4+ years of total experience in public accounting, with 1+ years of specific experience in TAS
• Deep proficiency in US GAAP
• Ability to manage multiple tasks and meet unpredictable deadlines
• Strong Excel skills and ability to work with large data sets, including common formulas such as: vlookup, sumif, index-match, pivot tables
• Proficiency in PowerPoint
• Comfort working through inconsistent accounting records and identifying material issues common on lower middle market deals
• High attention to detail

Location

Pennsylvania