Transaction Advisory Associate

2 weeks ago

New York, United States Selby Jennings Full time

Job Title: Transaction Advisory Associate

Location: Boston, MA

Company Overview:

My client is one of the largest accounting and consulting firms specializing in providing comprehensive transaction advisory services to clients across various industries. With a commitment to excellence and a focus on delivering tailored solutions, they strive to empower clients to make informed decisions in complex financial transactions. My client is currently seeking a Transaction Advisory Senior to join their dynamic team in Boston, MA.

Position Overview:

As a Transaction Advisory Senior, you will play a pivotal role in assisting clients through the entire transaction lifecycle, from due diligence to post-merger integration. This position offers an exciting opportunity for individuals with ~3 years of experience in transaction advisory or audit to leverage their skills and expertise in a collaborative and challenging environment.

Key Responsibilities:

  • Conduct financial due diligence for mergers, acquisitions, and other transactions, identifying potential risks and opportunities.
  • Analyze financial statements, historical performance, and industry trends to assess the target company's financial health and performance.
  • Prepare detailed reports and presentations summarizing findings and recommendations for clients and internal stakeholders.
  • Assist in the development of financial models and valuation analyses to support transaction decisions.
  • Collaborate with cross-functional teams, including legal, tax, and operational professionals, to provide comprehensive advisory services.
  • Support senior leadership in business development initiatives, including client meetings, proposal preparation, and networking activities.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or related field; CPA or CFA designation preferred.
  • 2-4 years of experience in transaction advisory, financial due diligence, or audit within a public accounting firm or corporate finance environment.
  • Strong understanding of financial statements, accounting principles, and valuation methodologies.
  • Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and communicate findings effectively.
  • Proficiency in financial modeling and Microsoft Excel; experience with data analysis tools such as Tableau or Power BI is a plus.
  • Demonstrated ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
  • Exceptional interpersonal skills with a client-focused mindset and the ability to build relationships with internal and external stakeholders.
  • Flexibility to travel as needed to client sites and other firm locations.

Why Join:

  • Opportunity to work with a diverse client base and gain exposure to a wide range of industries and transaction types.
  • Collaborative and supportive team environment that values innovation, professional development, and work-life balance.
  • Competitive compensation package with comprehensive benefits, including medical, dental, vision, and retirement plans.
  • Ongoing training and career advancement opportunities to further develop your skills and expertise in transaction advisory.

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