SENIOR ASSOCIATE, TRANSACTION ADVISORY SERVICES Essential Functions:- Work closely with clients, managers and partners in providing financial and operational analysis with respect to buy and sell-side financial due diligence engagements.
- Act as the responsible party for specific engagements for both buy-side and sell-side engagements with investment banks, private equity groups and other corporate buyers.
- Analyze historical financial statements and evaluate operational trends.
- Help to lead, prepare, or delegate and oversee preparation of Quality of Earnings databooks, proof of cash exercises, and management interviews.
- Coordinate with the internal team and Management regarding client expectations, timing, and logistics.
- Effectively write and communicate the results of the findings from our procedures.
- Help to train and supervise lower level staff members.
Qualifications:- Meets all requirements to sit for CPA exam
- Those possessing CPA certification will be given preference
- Minimum 2 years of public accounting experience in Quality of Earnings or other Transaction Advisory Services
- Excellent oral/written communication skills
- Well-developed decision-making skills and initiative to make those decisions
- Work calmly and effectively under pressure
- Prioritize a heavy work load and remain organized
- Demonstrated ability to work within a team setting
- Demonstrated ability to solve problems creatively
- Demonstrated ability with Microsoft Excel and Microsoft Power Point
- Must be able to work additional hours as needed to meet client deliverables
- Some travel is required to various client sites depending on the scope of the engagements
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CRI will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).CRI offers a generous benefits package that includes 21 PTO days, 9 paid holidays, and company-paid long-term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short-term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.
