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Senior Transaction Services Analyst
UHY-USSenior Analyst at UHY conducting financial due diligence for buy-side and sell-side clients. Collaborating with teams to deliver analyses and reports in a professional office environment.
About the role
Key responsibilities & impact- Execute financial due diligence (buy-side and sell-side) engagements including:
- Working collaboratively with senior team members, clients, and target business management teams
- Collecting financial information from the target business / managing the diligence request list
- Performing financial analyses on the target business (margin assessments, trend analysis, price volume analysis, cash proofs, key data reconciliations, etc.)
- Actively participate in management discussions and correspondence
- Prepare key deal analyses (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.)
- Writing reports and supporting delivery of findings to clients
- Cultivate key client relationships through advisory work
- Provide leadership, mentorship, and supervision to junior team members
- Exposure to transactional support for capital raising, restructuring, and traditional sell-side investment banking transactions and strategies
Requirements
What you’ll need- Bachelor’s degree in accounting and/or finance with strong academic performance
- 2 – 3 years of audit / corporate finance / transaction advisory service experience
- Certified Public Accountant (“CPA”) designation
Benefits
Comp & perks- Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial due diligencefinancial analysismargin assessmentstrend analysisprice volume analysiscash proofsdata reconciliationQuality of EarningsNet Working CapitalDebt & Debt-Like
Soft Skills
collaborationcommunicationleadershipmentorshipclient relationship management
Certifications
Certified Public Accountant