Salary
💰 $86,660 - $164,300 per year
About the role
- Provide due diligence and transaction advisory services to our clients to meet their complex financial needs.
- Interact directly with Partners on matters related to client and engagement management.
- Data gathering, document review and preparation of quality of earnings reports.
- Research and financial analysis of target companies.
- Due diligence for both buy side, sell side, and corporate finance transactions.
- Communication with clients to ensure delivery of exceptional client service.
- Participate in various marketing and recruiting activities of the firm.
- Opportunities for career development and to advance within the transaction advisory services group.
Requirements
- Bachelor's degree in Accounting required and a CPA designation are preferred.
- Between two (2) to four (4) years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base.
- At least two (2) years of transaction services / due diligence experience.
- Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus.
- High motivation, initiative and positive attitude
- Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
- Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
- Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
- Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
- Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
- Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings