M&A CPA

1 week ago


New Orleans, United States SEILER TUCKER INC Full time

M&A CPA (Financial Analyst) Job Description Seiler Tucker is an innovative Mergers & Acquisitions (M&A) firm that leverages new technologies and innovation to power its business. With a proven track record of successfully selling hundreds of businesses, Seiler Tucker is a dynamic and fast-paced company that is revolutionizing the M&A industry. We are seeking a CPA / Sr. Financial Analyst to join our team at Seiler Tucker, an M&A firm. The primary responsibilities of the CPA / Sr. Financial Analyst will be compiling, analyzing, and facilitating business and financial transactions to new customers who wish to either buy or sell companies, or choose services including evaluation and management consulting, software, AI, and other M&A services. Financial Analyst Responsibilities: Qualifying and onboarding prospective clients Imputing/recasting financials Spot checking/correcting discrepancies Interacting with sellers, CPAs, and attorneys Pulling financials from QB Utilizing different valuation formulas Researching market/sold comps Creating question lists for interaction with sellers Finalizing valuations Creating evaluation books Creating engagement agreements Creating CIMs/teasers Updating valuations/financials/CIMs Interacting with buyers and questioning Assisting with LOIs Acting as a liaison between buyers, sellers, and teams Facilitating due diligence and assisting with closings Financial Analyst Requirements: CPA/CFA a plus Previous finance experience Competent in QB, Excel, and research Business writing experience Extreme attention to detail, organization, and follow-up skills Excellent client interaction experience Self-motivated Meets deadlines Can flourish independently or in a team environment If you are a results-driven individual with a passion for sales and a desire to help clients achieve their goals, we would love to hear from you. Job Type: Full-time Physical Setting: Office Schedule: Monday to Friday Education: Bachelor's (Required) Experience: Financial Analysis: 1 year (Required) Work Location: In person #J-18808-Ljbffr



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