Transaction Advisory Services Senior Associate

Overview

This role supports clients through Transaction Advisory Services. As a Transaction Advisory Senior Associate, you will lead buy-side and sell-side M&A engagements and work directly with clients.

Responsibilities

• Develop a comprehensive understanding of client operations, processes, and business objectives.
• Work across multiple projects under tight timeframes.
• Create and develop financial data books, including ledger-level build-ups, income statement/balance sheet trends, and related sub-schedules.
• Perform and report quality of earnings analysis, cash proofs, working capital, net debt, and other ad-hoc financial analyses.
• Manage data requests and track key issues identified throughout the deal process.
• Coordinate and lead conference calls and management meetings with clients and target companies.
• Drive financial due diligence and related reports for clients.
• Lead discussions with peers, managers, and clients.
• Participate in industry and community networking events.

Qualifications

• Bachelor’s degree in business administration—accounting or finance highly preferred.
• Prior transaction advisory services experience, including financial due diligence and quality of earnings analysis/reporting.
• Advanced knowledge of generally accepted accounting principles.
• Advanced proficiency in MS Excel modeling.
• Excellent written and verbal communication skills.
• Proven time management, organizational, and prioritization skills.

Preferred Qualifications

• None stated beyond the highly preferred bachelor’s focus and experience listed above.

Compensation & Benefits

• Not specified.

Location

• Fully remote role.
• Does not require travel to client sites.

Equal Opportunity Statement

The employer is an Equal Opportunity Employer and encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, pregnancy, sexual orientation, gender identity and/or expression, age, disability, genetic information, citizenship status, military service obligations, or any other category protected by applicable federal, state, or local law.