Senior Associate - TAS & Due Diligence

About the job

GR8

Job Summary:

Under the direction of the Departmental Practice Leader and in compliance with the firm’s mission

and values, the Transaction Advisory Services (TAS) Senior Associate is responsible for preparing financial and commercial due diligence reports and conduct financial analysis to assist clients in making informed decisions regarding potential transactions. TAS Senior Associates are expected to exercise independent judgment and discretion based on their knowledge of accounting and finance rules and regulations.

Responsibilities:

· Work as a member of a team on buy-side and sell-side engagements serving clients in industries such as manufacturing, construction, auto dealerships, governmental, non-profit, wholesale, distribution, retail, hospitality, and more.

· Conduct comprehensive financial and commercial due diligence for middle market companies, private equity investors and asset-based lenders.

· Monitor industry trends and market conditions to provide context and insights during transaction

engagements.

· Create complex financial models to support transaction scenarios.

· Analyze, assess, aggregate and manipulate target company data to identify historical and projected financial and operating trends such as quality of earnings, revenue, profitability, working capital and cash flow.

· Participate in client meetings while interacting with top-level management to obtain pertinent

information for financial analysis.

· Identify and evaluate potential risks to team leaders and provide insight for risk mitigation.

· Design tailored reports to present due diligence findings to clients.

· Track project timelines, deliverables, and budgets and report progress to engagement leaders.

· Interact with other functional areas of the firm including tax, audit and consulting services.

· Maintain active communication with engagement team and clients to manage expectations, deadlines, and deliverables.

· Work collaboratively in teams to provide quality client service and share knowledge, best practices, and suggestions for improvement with colleagues.

· Train new and less experienced associates and interns on firm technology, software, processes, and procedures.

· Participate in knowledge sharing by preparing and presenting on technical subjects.

· Review the work of associates and interns; provide guidance/mentorship to assist them in developing technical and soft skills.

· Participate in business development activities and build a network of referral sources.

· Participate in firm activities such as recruiting, in-house training, the firm’s Buddy or Mentor programs, and thought leadership opportunities.

· Submit accurate time entries in Practice Management system at a minimum weekly prior to the Monday

Knowledge, Skills, and Abilities

· Bachelor’s degree in Accounting and/or Finance

·A minimum of 2 years of current experience in transaction advisory or audit focused roles with a local, regional or Big Four firm

· CPA License preferred, CPA-eligible, or has a progressive plan toward passing the CPA exam in place

· Possesses a balance of strong auditing, accounting and corporate finance knowledge

· Strong proficiency in financial modeling and valuation

· Ability to manage multiple projects and deadlines simultaneously

· Excellent analytical, critical thinking and problem-solving skills

· Excellent oral and written communication skills

· Intermediate Microsoft Excel and PowerPoint skills

· Ability to adapt quickly to new technology platforms

· Ability to work independently, but also in a team environment

· Ability to use 10-key Competencies: Client Service, Productivity, Technical Knowledge, Business Acumen, Problem-solving, Critical Thinking, Verbal and Written Communication, Listening for Understanding, Attention to Details, Organization, Networking, People Development, Teamwork, Flexibility