Transaction Advisory Services, Senior/Manager

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Salary: $120,000 - $160,000 per year

A top tax, accounting and consulting firm is seeking a Transaction Advisory Services, Senior or Manager to join their team!

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

Actively participate in the firm’s Transaction Advisory Services Group (TAS) primarily on due diligence engagements by 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.

Ability to 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.

Demonstrate strong analytical skills, judgment and knowledge of GAAP.

Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.

Lead client and team interaction to help ensure efficient flow of information between team members and client personnel.

Identify process improvements resulting in efficiencies on client engagements.

Comprehend and summarize complex issues.

Ability to complete assignments timely and accurately.

Demonstrate ability to work additional hours as necessary to meet client deadlines.

Work Experience and Education:

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.

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