JOB SUMMARYAs a Transaction Services Senior you will lead financial due diligence (FDD) and M&A advisory engagements. As a key player in our Transaction Advisory Services (TAS) team, you will work closely with private equity firms, corporate clients, and investment banks to provide data-driven insights that drive strategic decision-making.
JOB DESCRIPTION- Lead buy-side and sell-side due diligence for mergers, acquisitions, and divestitures
- Analyze financial statements, revenue trends, and operational performance to assess transaction risks Identify key deal risks, financial adjustments, and quality of earnings (QoE) insights
- Identify quality of earnings (QoE), working capital adjustments, and key financial drivers
- Develop and review financial models, projections, and valuation analyses
- Prepare comprehensive reports and presentations summarizing findings for clients and senior executives
- Work directly with executives, investment teams, and cross-functional stakeholders to structure deals
- Assist in post-transaction integration planning and financial structuring
- Mentor and develop junior staff, providing technical guidance and training
Supervisory responsibilities
Work environment
- Work is conducted in a professional office environment with minimal distractions
Physical demands
- Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
- Must be able to lift up to 15 pounds at a time
Travel required
- Travel may be frequent and unpredictable, depending on client’s needs
Required education and experience
- Bachelor’s degree in accounting and/or Finance with strong academic performance
- 2 – 3 years of audit / corporate finance / transaction advisory service experience
Preferred education and experience
- Certified Public Accountant (“CPA”) designation preferred
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000.
