Transaction Advisory Services Associate

Responsibilities:
Conduct Quality of Earnings (QoE) analyses for buy-side and sell-side M&A transactions.
Analyze historical and projected financial statements to identify key trends, risks, and opportunities.
Assess working capital, net debt, and other key deal metrics.
Prepare detailed financial due diligence reports and executive summaries.
Assist in the preparation of data books, data room management, and client deliverables.
Collaborate with clients and internal teams to gather and validate financial data.
Support valuation analysis and transaction structuring as needed.
Participate in client meetings and calls to present findings and insights.
Assist with business development efforts, including proposal writing and pitch materials.
Stay current on industry trends, accounting standards, and M&A market activity.

Qualifications and Experience:
Bachelor's degree in Accounting, Finance (CPA or progress toward CPA preferred).
CFA, ASA, MST a plus
1-3 years of experience in public accounting, transaction advisory, audit, or financial due diligence.
Strong understanding of financial statements and accounting principles (GAAP).
Excellent analytical, problem-solving, and communication skills.
Advanced Proficiency in Microsoft Excel and PowerPoint; experience with data room platforms is a plus.
Ability to manage multiple projects and deadlines in a fast-paced environment.

Skills Required
Bachelor's degree in Accounting or Finance
CPA or progress toward CPA
CFA, ASA, MST
1-3 years of experience in public accounting, transaction advisory, audit, or financial due diligence
Strong understanding of financial statements and GAAP
Advanced proficiency in Microsoft Excel and PowerPoint
Experience with data room platforms
Excellent analytical, problem-solving, and communication skills
Ability to manage multiple projects and deadlines in a fast-paced environment