Senior Transaction Advisor

3 weeks ago

Carmel, United States Milestone Business Solutions, Inc Full time

Are you . . .

  • A creative problem solver?
  • Motivated by helping others achieve their vision?
  • Comfortable not taking yourself too seriously?

If so, we'd love to meet you.

About Us

Milestone is a rapidly growing professional services firm that provides Outsourced Accounting and HR services to small and medium-sized businesses. We are headquartered in Indianapolis but have a national footprint. Our team members are talented, committed, and fun-loving. Our culture is collegial and supportive, and we don't believe in office politics.

What it's like to work at Milestone . . .

Best-in-Class Tech

We use best-in-class technology for everything we do. Whether it's internal tools that promote a more productive work environment or client-facing apps that improve our service delivery, we pride ourselves on staying on the cutting edge.

Remote Work Environment

Milestone is a “remote-first” work environment because we believe it provides the most flexibility for team members and gives us access to exceptional talent. We use office space for collaboration, team meetings, or when we just need a change of scenery.

Collaborative Team

When we say it, we mean it. Our environment is very collaborative and our team members support each other. We believe that a committed team that works well together can accomplish great things.

About the Position:

As a key member of the Transaction Readiness team, the Senior Transaction Advisor will work with our clients throughout the exit planning process to increase the likelihood of a successful transaction. 

Responsibilities: 

  • Prepare financial statements and balance sheet reconciliations 
  • Work directly with clients to obtain, review, analyze, and present financial data
  • Conduct in-depth financial analysis and interpret complex financial data to provide meaningful insights to business owners
  • Develop financial models and forecasting tools to support strategic planning, budgeting, and forecasting processes.
  • Collaborate with cross-functional teams to gather data and ensure the accuracy of financial information.
  • Help drive the monthly close process and provide executive-facing commentary & analysis on performance
  • Consolidate and analyze financial information and trends and communicate results and recommendations to management
  • Play a key role in the preparation of strategic and long-range plans
  • Create and drive the adoption of improved financial processes and policies through teaming with multiple stakeholder groups
  • Identify trends in financial performance and provide recommendations for improvement
  • Analyze net working capital requirements and reporting and prepare purchase price adjustments related to business transactions

Qualifications:

  • Previous M&A transaction experience required
  • Self-starter with the ability to manage multiple projects and shifting priorities in a fast-paced environment
  • Experience building and maintaining financial models 
  • Strong financial modeling skills and ability to communicate drivers effectively to all levels of the organization
  • Excellent communication skills and comfort with presenting ideas and asking questions to senior executives
  • Prior experience in investment banking, consulting, or private equity is a plus, including experience with Quality of Earnings analysis 
  • Ability to adhere to firm deadlines 
  • Tech savvy with expert Excel skills 
  • Strong analytical, problem-solving, and communication skills
  • Ability to work independently and in a team environment
  • Bachelor's degree in Accounting or Finance 
  • Minimum 3 - 5 years of experience


Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment. Milestone is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

To learn more about Milestone, visit our website at . 

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