Senior Associate, Transaction Advisory Services

Overview

In this role, you perform financial due diligence to support deal decisions and value creation. You will analyze historical trends, identify issues affecting purchase price and deal structure, and outline steps to improve post-acquisition earnings. You collaborate with clients and cross-functional teams to uncover risks and opportunities, while contributing to report-writing and relationship development. This position offers a collaborative environment within a global advisory practice and exposure to PE and strategic transactions.

Responsibilities

• Examine historical trends and material fluctuations across periods
• Identify issues impacting purchase price, deal structure, or termination
• Outline post-acquisition steps to improve earnings/cash flow
• Identify pre- and post-acquisition transaction issues for clients
• Develop new business opportunities and cultivate long-term client relationships
• Contribute to complex areas of the report-writing process

Key requirements

• Minimum of 2 years related accounting or finance work experience
• Bachelor’s in Accounting, Finance or other relevant discipline, or an MBA
• Public accounting experience
• Financial Due Diligence for private equity and strategic buyers
• CPA is strongly preferred
• Demonstrated superior analytical and problem-solving skills
• Demonstrated interpersonal and client relationships skills
• Proven written and verbal communication skills
• Proficiency in Microsoft Office, with focus on Word and Excel
• Flexibility to travel, as needed
• Excellent written and verbal communication skills that help represent diverse communities
• Experience working with diverse teams

• Analytical thinking
• Problem-solving
• Interpersonal skills
• Client relationship management
• Financial due diligence
• Microsoft Office (Word, Excel)

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