Senior Associate, Transaction Advisory Services

2 weeks ago


Lancaster, United States Trout CPA Full time
Job DescriptionJob DescriptionDescription:

Trout CPA, a full-service certified public accounting firm, is seeking a Senior Associate in our Transaction Advisory Services (TAS) practice. Our TAS practice serves both corporate and private equity clients in providing boutique buy-side and sell-side M&A advisory services. These services include financial due diligence (Quality of Earnings), net working capital analysis, structuring and valuation guidance, pre-transaction preparation engagements, and post-acquisition assistance.


The successful candidate will be:

  • Participating in buy-side and sell-side financial due diligence engagements
  • Communicating with internal team members and external clients
  • Preparing comprehensive financial databooks in Excel
  • Analyzing financial information, including trends, ratios, metrics, and other analytical observations
  • Preparing Quality of Earnings (QoE) reports in PowerPoint with the assistance of internal team
Requirements:

Desired Skills and Experience:

  • Bachelor’s Degree in accounting
    • CPA designation or significant progress towards CPA designation
  • 2-5 years of experience in public accounting
    • Preference to those with prior TAS or Assurance experience
  • Ability to manage multiple tasks and meet unpredictable deadlines
  • Strong Excel skills and ability to work with large data sets. Ability to use common formulas, such as: xlookup, vlookup, hlookup, sumifs, index-match, pivot tables, and power query.
  • Proficiency in PowerPoint
  • Intellectual curiosity and an ability to concisely communicate key findings in a written report with supporting graphs and exhibits
  • Comfortable navigating inconsistent accounting records and identifying material issues
  • High attention to detail
  • Team player


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