Transaction Advisory Services Sr. Associate

2 weeks ago

Tampa, Florida, United States LCG Advisors Full time

Location: Tampa, FL 

LCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services. 

Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. LCG's team of 130+ professionals work in conjunction with business owners, financial institutions, and active investors to assist them with the changes that occur during all phases of their business or personal lifecycle. Our clients rely on us as their trusted advisors, and we take that responsibility very seriously. 

LCG Advisors is looking for a Senior Associate in our Transaction Advisory Services group to assist in delivering due diligence products to their clients.

Primary Responsibilities:

  • Participate in both buy-side and sell-side financial due diligence engagements for private equity groups, family offices, mezzanine funds, corporations, lenders, and other investment vehicles, and assist in preparing the final reports. 
  • Perform quality of earnings and related financial analysis including: compiling and maintain request lists, monitoring the data room and ensure all data is within our internal data room, performing analyses of income statements and balance sheets, reconciling and analyzing operating cash flows, etc.
  • 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
  • May work with other Transaction Advisory divisions

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 %)

Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.
The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation can vary based upon on role, hiring location, and qualifications. For additional information on LCG's total rewards, visit our website at 
LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

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