Job SummaryWe are currently seeking a
Transaction Advisory Senior Associate focused on Financial Due Diligence to join our team in any of the following office locations:
Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. This role offers an exciting opportunity to be part of a dynamic and growing firm.
Responsibilities include, but are not limited to: - Supporting buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements by performing analyses and assisting in the evaluation of transaction opportunities
- Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and other factors impacting transaction outcomes
- Assisting in the preparation of QoE reports, presentations, and client deliverables that communicate findings, adjustments, and key financial insights
- Evaluating revenue, earnings, working capital, cash flow, and balance sheet accounts to assess the financial performance and health of target businesses
- Conducting detailed financial analyses and research to support engagement teams throughout the transaction process
- Collaborating with engagement teams to gather and organize client data, perform testing procedures, and meet project deadlines
- Participating in client meetings and management interviews while developing relationships with clients and key stakeholders
- Contributing to multiple engagements simultaneously while maintaining accuracy, organization, and attention to detail
- Staying current on industry trends, accounting developments, and transaction advisory best practices to enhance technical knowledge and client service
- Supporting a collaborative team environment through knowledge sharing, professional development, and a commitment to delivering high-quality client service
- Traveling to client sites and firm offices as needed to support engagement requirements
Qualifications- Bachelor's degree in Accounting, Finance, or related field
- Minimum of 1+ years of Transaction Advisory experience, and 3+ total years of relevant experience
- CPA license required
- Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered
- Excellent interpersonal, organizational, initiative, and leadership skills
- Strong written and verbal communication skills
- Proficiency with Microsoft Office Suite and relevant software
- Ability to manage multiple priorities in a deadline-driven environment
- Maintains a high level of professionalism and consistently demonstrates respect for others
Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.
Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s):
New York ranges are from $90,000 - $110,000
New Jersey ranges are from $90,000 - $110,000
Massachusetts ranges are from $90,000 - $110,000
Connecticut ranges are from $90,000 - $110,000
Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an [redacted].com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.
