Accountants One has been hired to help a regional CPA firm hire a Senior Associate / Financial Analyst for the Transaction Advisory Services group. This is an outstanding time to join a firm with a long history that has doubled in size in the last couple of years. The Senior Associate/ TAS Associate will work directly with one of the longest-tenured partners receiving direct mentoring and training.
The M&A, Transaction Advisory Services team is one of the fastest growing teams in the firm. Successful candidates must enjoy face-to-face client interaction, preparing and making client presentations. Successful candidates must have excellent inter-personal and relationship skills to help guide clients through a sometimes stressful process of buying or selling a company. Successful candidates must perform well under pressure in a fast-paced environment.
Job Summary
- Direct communication with clients on the intake of financial information
- Prepare financial models
- Complete Go to Market financial packages
- Schedule and manage M&A project meetings
- Manage data related to M&A deal requests and responses
- Organize data rooms for due diligence process
- Review results and profide guidance to client on deal structure
- Coordinate presentation of due diligence results to client and potential buyer
Job Requirements:
- Bachelor's in Accounting or Finance
- Two or more years of CPA firm experience, or previous M&A deal experience
- Advanced Excel skills
- Excellent communication skills
- Confidence to address issues quickly and offer solutions
- Sincere, client-focused personality