Transaction Advisory Services Senior Associate

2 weeks ago

Tampa, Florida, United States LCG Advisors Full time
Job Title: Senior Associate in Transaction Advisory Services

LCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services. We are seeking a Senior Associate to join our Transaction Advisory Services group to assist in delivering due diligence products to our clients.

Key Responsibilities:
  • Participate in buy-side and sell-side financial due diligence engagements for private equity groups, family offices, mezzanine funds, corporations, lenders, and other investment vehicles.
  • Perform quality of earnings and related financial analysis, including compiling and maintaining request lists, monitoring the data room, and ensuring all data is within our internal data room.
  • Understand and analyze the financial operations of target companies to understand and help quantify the potential impact to purchase/sale price and help the relevant stakeholders better understand the business's operations.
  • Communicate and assist engagement leads throughout the diligence process for each project.
Qualifications & Experience:
  • Bachelor's Degree in Accounting or Finance (required); Masters (preferred)
  • Current CPA license (preferred)
  • Big 4 or Public accounting or transaction advisory experience (required)
  • 2-4 years of direct work experience
  • Excellent verbal and written communication skills
  • Strong analytical skills with a willingness to learn new things
  • Naturally inquisitive on all topics relating to transactions and company and industry dynamics
  • Attention to detail
  • Ability to meet strict deadlines
  • Advanced proficiency in Microsoft Office Excel and PowerPoint
Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.
  • Flexibility for travel (up to 10 %)
LCG Advisors is an Equal Opportunity Employer:

LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

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