Senior Transaction Advisory Services Professional

2 weeks 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 key member of our Transaction Advisory Services Group, you will play a critical role in providing financial due diligence services to private equity, mezzanine funds, and strategic buyers.

Key Responsibilities
  • Prepare detailed financial analysis and develop 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.
  • Analyze large volumes of data and prepare various analyses with an emphasis on the quality of earnings, working capital, and debt.
  • Provide an understanding and evaluation of Target/Client financial and operational conditions and financial reporting processes.
  • 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.
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.
What We Offer

Along with a competitive salary, we offer benefits including medical, disability, life insurance, and much more.

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