Transaction Advisory Senior Associate

Mowery & Schoenfeld Llc

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or relevant discipline
  • 3+ years of senior-level experience in accounting or finance, preferably in audit or advisory
  • Experience managing accounting engagements from start to finish
  • CPA Certification required (obtained or in progress)
  • CFA or CMA designation is advantageous
  • Basic understanding of the M&A process and eagerness to learn
  • Strong written communication skills
  • Proficiency in Excel and PowerPoint
  • Ability to work independently

Responsibilities

  • Conduct financial due diligence on buy-side and sell-side transactions
  • Communicate effectively with clients and target company management
  • Engage with investment bankers and other client advisors
  • Problem solve and maintain a holistic view of the engagement
  • Ensure compliance with GAAP standards

Benefits

  • Opportunities for professional development
  • Support for obtaining certifications
  • Access to a collaborative team environment
  • Flexible work arrangements
  • Health and wellness programs
Full Job Description
The TAS Senior Associate will be responsible for conducting financial due diligence on buy-side and sell-side transactions as well as search funds. A successful candidate will communicate effectively with clients, target company management, investment bankers, and other client advisors on a transaction. Additionally, someone who has a strong understanding of GAAP as well as an ability to problem solve and see the whole picture of an engagement.

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
    • 3+ years of relevant work experience at a senior level in accounting or finance, preferably experience in audit or advisory with a public accounting firm
    • Variety of experience seeing accounting engagements from start to finish
  • CPA Certification (obtained or in progress required)
  • 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 independently

For more information on our benefits, click here:

https://www.msllc.com/careers/our-benefits/

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