Transaction Advisory Services Associate

Overview

This role is for an Associate to join the growing Transaction Advisory Services (TAS) team. The position offers a dynamic and flexible environment, with learning opportunities working with private equity and corporate clients on buy-side and sell-side financial due diligence engagements.

As an Associate, you will participate in evaluating a target company’s quality of earnings, cash flows, working capital, and key business drivers through financial analysis and discussions with management and their advisors.

Responsibilities

• Assist in providing financial due diligence for clients acquiring businesses and support evaluation of potential transactions in the context of the client’s investment thesis.
• Advise strategic and private equity buyers/sellers by identifying and analyzing business and financial risks or opportunities throughout acquisition, disposition, or restructuring of the target company.
• Aggregate, manipulate, and analyze detailed financial and operational data to identify financial and operating trends, quality of earnings, and working capital considerations.
• Participate in meetings and site visits with target company management to obtain relevant financial analysis information, including from top-level management.
• Assist in building deal reports and presentations that highlight key financial and operational findings affecting the client’s investment thesis.
• Work on multiple projects of varying size and complexity.

Requirements / Qualifications

• Bachelor’s degree in Accounting or Finance.
• Minimum of 0-2 years’ experience required; preferably within audit, transaction advisory, or other finance-related roles.
• CPA or CFA certification or working towards obtaining (preferred).
• Strong current knowledge of U.S. Generally Accepted Accounting Principles.
• Familiarity with the M&A process and market.
• Strong project management skills and highly analytical approach.
• Ability to work in a demanding, deadline-driven environment (independently or within a team) while managing unexpected issues and questions professionally.
• Ability to adapt communication style to convey messaging and objectives to all levels of management, clients, and colleagues.
• Travel as needed to various client sites.

Preferred Qualifications

• CPA or CFA certification or working towards obtaining.

Location

Across the United States (travel to various client sites as needed).

Equal Opportunity Employment

The organization is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

Application Information

Resumes are accepted directly submitted by candidates and referrals submitted by current employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed vendor contract. No fees will be paid to recruiters or agencies that do not have a signed vendor contract.