Senior Associate, Transaction Advisory Services

SUMMARY: We are partnering with a boutique transaction advisory firm providing comprehensive due diligence services which supports companies on both the buy-side and sell-side. These services include assessing a company's quality of earnings and assets, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.

They have an entrepreneurial-minded, laid-back corporate culture made up of a team of professionals. The role is open due to the tremendous amount of growth they have been experiencing due to their high touch / high value services which have been in high demand from their established relationships.

RESPONSIBILITIES:

• Support core financial due diligence efforts by identifying key risks, potential deal risks, and evaluating the business's strengths and weaknesses.
• Aid in assessing potential transactions in line with clients' investment strategies.
• Examine comprehensive financial statement data, including income statements, balance sheets, cash flow statements, and key operational metrics
• Compile data into actionable insights to drive discussions with management, summarizing key findings and conclusions.
• Evaluate the target company's accounting policies, internal controls, and resulting reports.
• Contribute to the creation of financial due diligence reports and client presentations that underscore key financial, business, and other findings related to target companies.
• Assist in identifying issues to be included in the client's sale/purchase agreement and provide other negotiation points.
• Participate in meetings and conference calls with target company management and client personnel, serving as a resource for clients.
• Help prepare Quality of Earnings analyses and income statement assessments
• Assist in preparing Quality of Net Assets (Balance Sheet) and Working Capital analyses.
• Aid in building and maintaining client relationships and a referral partner network

EXPERIENCE:

• 4-year degree in Accounting or Finance
• 3-5 years of experience in a public accounting, transaction advisory, investment banking, or financial analysis environment