Transaction Advisory Senior Associate

Mowery & Schoenfeld Llc

$75K — $95K *
Legal & Accounting
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 accounting or finance experience, preferably in audit or advisory
  • Experience managing accounting engagements from start to finish
  • CPA Certification (obtained or in progress) required
  • CFA or CMA designation is a plus
  • Basic understanding of the M&A process and eagerness to learn
  • Strong written communication skills
  • Proficient in Excel and PowerPoint
  • Ability to work independently

Responsibilities

  • Conduct financial due diligence on both buy-side and sell-side transactions
  • Interface effectively with clients, target company management, and investment bankers
  • Communicate findings and recommendations clearly to clients
  • Understand GAAP principles and apply them to transactions
  • Problem-solve throughout the engagement lifecycle
  • Collaborate with team members to enhance transaction outcomes
  • Continuously expand industry and financial knowledge

Benefits

  • Comprehensive tax, assurance, and advisory services
  • Emphasis on a supportive culture focused on employee growth
  • Recognition as a Best Firm to Work For by Accounting Today
  • Opportunities for community involvement through M&S Cares program
  • Access to managed IT services through partnership with Xamin, Inc.
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


Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain's Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain's Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

For more information on our benefits, click here:

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

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