Senior Associate – Accounting Advisory

Role Overview

• Assist in obtaining, organizing, and preparing data for purchase accounting (ASC 805) and purchase price adjustments, including review of purchase agreements and related schedules
• Apply purchase agreement elements to opening balance sheets and price adjustment mechanisms, document assumptions and conclusions
• Support meetings and discussions with target company management to obtain pertinent information; summarize outcomes and action items
• Own assigned workstreams and deliverables, moving them toward completion while proactively identifying risks, open items, and next steps
• Support clients in navigating post-closing matters and disputes by organizing facts, analyzing supporting documentation, and preparing schedules
• Contribute to a variety of projects including accounting investigations, internal control/process consulting, audit support, and technical accounting memo writing
• Support interim CFO/controller services by assisting with monthly close, account reconciliations, journal entries, and financial statement preparation
• Help improve close and reporting processes by developing checklists, timelines, templates, standardized workpapers, and management reporting packages (KPIs, dashboards, variance narratives)
• Assist with audit, lender, and other stakeholder readiness by organizing support, drafting PBC schedules, and coordinating communications
• Collaborate effectively with project team leads to execute workstreams and ensure deadlines are met
• Demonstrate strong client service by communicating clearly, meeting deadlines, and escalating issues early.
• Handle engagement and admin related tasks in a timely and professional manner
• Collaborate with team members regarding client issues and potential solutions

Requirements

• Bachelor’s degree in accounting or finance; CPA preferred or actively pursuing
• 2
• 4 + years of relevant experience in professional accounting services (audit, transaction services, or advisory) or similar relevant experience in mergers & acquisitions
• Strong working knowledge of U.S. GAAP with application (ASC 805 and ASC 810 exposure a plus)
• Experience supporting purchase accounting, opening balance sheet work, and purchase price adjustment processes
• Strong Excel skills with the ability to build, maintain, and troubleshoot schedules, tie-outs, and support tables
• Strong presentation and analytical skills, detail-oriented, able to identify issues, apply critical thinking, ask the right questions, and follow items through resolution
• Strong project execution skills: able to manage multiple priorities, meet deadlines, and communicate status/risks effectively
• Able to adapt communication style to successfully convey objectives and outcomes to clients and internal team members
• Comfortable supporting ad-hoc accounting advisory/CFO-controller services, including close support, reconciliations, journal entries, and management reporting
• Able to quickly learn client processes and produce audit-ready workpapers
• Ability to work in a fast paced, deadline-driven environment while managing client projects, requests, or challenges professionally

Benefits

• Flexibility to manage your time
• Resources to grow your career and personal life
• Culture of collaboration, curiosity, and excellence