Transaction Advisory Services Professional

6 days ago

Cincinnati, Ohio, United States Jobot Full time
About the Role

We are seeking a highly skilled Transaction Advisory Services professional to join our team. As a Senior Financial Analyst or Manager, you will play a key role in our Transaction Advisory Services Group, working on due diligence engagements and providing financial analysis and planning to clients.

Key Responsibilities
  • Participate in due diligence engagements, preparing detailed financial analysis and developing plans to assist clients throughout buy and sell-side advisory projects.
  • Assist in buy-side and sell-side transaction services engagements, providing financial due diligence services to private equity, mezzanine funds, and strategic buyers.
  • Analyze large volumes of data and prepare various analyses with an emphasis on the quality of earnings, working capital, and debt and debt-like analyses.
  • Provide an understanding and evaluation of Target/Client financial and operational conditions and financial reporting processes, assessing normalized cash flows and helping identify key transaction issues.
  • Assist and lead sections of due diligence meetings with Target/Client management.
  • Own, manage, and track information request lists, flow of information, and any necessary communications between the Firm and Target/Client.
  • Consult and communicate with department leaders and client personnel to ensure completion of engagements.
  • Effectively write and communicate reports/deliverables to the engagement team and Target/Client.
  • Develop effective and accurate analyses and reports.
  • Complete assignments within established budget for assigned areas and monitor and report the actual hours incurred compared to the budget for assigned client engagements.
Requirements
  • BA or BS in accounting.
  • Must be a CPA or actively pursuing to complete the CPA exam.
  • Strong proficiency in the use of technology, in particular Microsoft Excel and PowerPoint.
  • Approximately 3-5 years of financial audit or transaction advisory experience preferred.
  • Previous Due Diligence experience preferred.
About Us

We are a top tax, accounting, and consulting firm seeking a talented professional to join our team. Along with a competitive salary, we offer benefits including medical, disability, life insurance, and much more.

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