Transaction Advisory Services Senior
Job Description
Responsibilities, but not limited to:
- Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.
- Plan and manage due diligence engagements on budget
- Act as primary client contact for the duration of the due diligence process
- Prepare and/or review Excel data packs
- Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
- Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
- Analyze historical financial and operating results of target companies and explain business trends and identify risks
- Prepare financial models related to mergers, acquisitions or other related transactions
- Perform industry research as needed on engagements
- Schedule and supervise the tasks and project assignments of senior analysts
- Mentor, train and supervise junior staff
- Apply TAS Best Practices to ensure consistent quality of service and work product
- Actively participate in the development of the group’s Best Practices
- Develop proposal including budgets and scope of work and present proposals to prospective clients
- Identify and pursue business development opportunities through industry and networking relationships
#LI-MP1
Job Requirements
Job requirements
We are seeking an individual who is always expanding their knowledge, entrepreneurial, and a team player with the following qualifications:
- Bachelor’s degree in Accounting, Finance or other relevant discipline
- 1+ years of relevant work experience (2+ years at Senior Associate level) in accounting or finance, preferably experience in audit or advisory with a public accounting firm
- CPA or CPA-eligible
- CFA or CMA designation is a plus
- A basic understanding of the M&A process with a desire to learn more
- Strong written communication ability
- Excel and PowerPoint proficiency
- Ability to work remotely and independently
Additional Information
- Competitive Compensation
- Health & Wellnes
- Retirement
- Unlimited PTO
- Maternity Leave
Meet Your Recruiter
Mike Podlasek
Senior Recruiter
Responsible for recruiting the CPS division that specializes in Accounting, Finance, Audit and Tax. CPS is a highly specialized, full cycle recruiting firm, placing top talent with the best companies. We've been in business since 1973 and over the years we've placed more than 40,000 of the best and brightest candidates with our clients.
If you are looking for a position in Accounting, Finance, Audit or Tax or if your company is looking for someone to provide you with good candidates for hire, please don't hesitate to contact me.