Senior Associate, Transaction Advisory Services

GreerWalker LLP

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting
  • CPA certification
  • Minimum two years in Audit or Transaction Advisory
  • Supervision / Team Leadership experience
  • Excellent communication skills
  • Proficient in Microsoft Excel and PowerPoint

Responsibilities

  • Participate in buy-side and sell-side transaction advisory engagements
  • Document key findings and analysis in reports
  • Attend client meetings and site visits for information gathering
  • Prepare financial analyses for acquisition and financing evaluations
  • Collaborate with tax, audit, and consulting teams
  • Assist in preparing proposals and engagement letters
  • Represent the firm in community and professional events

Benefits

  • Full-time employment
  • Occasional travel opportunities
  • Opportunities for professional networking
  • Engagement in community activities
  • Potential for management and leadership development
Full Job Description
Job Type

Full-time

Description

Your life fits at GreerWalker.

Job Responsibilities:
• Participate in buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services
• Document key findings and analysis in written report
• Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
• Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
• Interacts with the other functional areas of the practice including tax, audit and other consulting practices
• Assists in preparing proposals and engagement letters
• Represents the firm in community activities and professional association

Requirements

Basic Qualifications:
• Bachelor's degree in accounting
• CPA certification
• Minimum of two years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
• Supervision / Team Leadership experience
• Ability to direct and manage client engagements
• Excellent verbal and written communication skills
• Proficient with Microsoft Excel and Microsoft PowerPoint

Preferred Qualifications:
• Networking and communicating with C-level executives
• Strong project management skills
• Evaluated as exceptional performer in current position
• Possess a good balance of strong technical accounting knowledge and business acumen
• Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm
• Ability to be a self-starter and to be confident when interacting with clients and asking questions
• Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
• Ability to apply critical thinking and problem-solving skills

Working Conditions:
• Occasional travel for work using a personal vehicle
• Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles
• Able to lift boxes, mail, etc. not exceeding 20 lbs.

The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Job incumbents may be asked to perform other duties as needed and/or required.

This position description is not a contract for employment and GreerWalker LLP reserves the right to revise this description at any time.

Similar Jobs

More Jobs at GreerWalker LLP

More Finance & Insurance Jobs

Find similar Senior Associate, Transaction Advisory Services jobs: