Senior Associate, Transaction Advisory Services

2 weeks ago


Lancaster, Pennsylvania, United States Trout CPA Full time
Job Opportunity

We are seeking a highly skilled Senior Associate to join our Transaction Advisory Services (TAS) practice at Trout CPA. Our TAS practice provides boutique buy-side and sell-side M&A advisory services to corporate and private equity clients.

The ideal candidate will participate in financial due diligence engagements, communicate with internal team members and external clients, and prepare comprehensive financial databooks in Excel. They will also analyze financial information, including trends, ratios, metrics, and other analytical observations, and prepare Quality of Earnings (QoE) reports in PowerPoint with the assistance of internal team members.

Requirements
  • Bachelor's Degree in accounting with CPA designation or significant progress towards CPA designation
  • 2-5 years of experience in public accounting, preferably in TAS or Assurance
  • Ability to manage multiple tasks and meet unpredictable deadlines
  • Strong Excel skills, including proficiency in common formulas such as xlookup, vlookup, hlookup, sumifs, index-match, pivot tables, and power query
  • Proficiency in PowerPoint and ability to concisely communicate key findings in a written report with supporting graphs and exhibits
  • Intellectual curiosity and ability to navigate inconsistent accounting records and identify material issues
  • High attention to detail and team player


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