Senior Transaction Services Analyst

Role Overview

• 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

• 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

• Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.