Prior experience in transaction advisory is preferred
Advanced knowledge of accounting principles and financial statements
Proficient in Excel modeling
Excellent written and verbal communication skills
Strong organizational and time management skills
Willingness to travel for client engagements, if necessary.
Responsibilities
Collaborate in teams to deliver exceptional client service
Understand client operations and apply insights throughout engagements
Communicate effectively with clients and team members
Conduct thorough financial due diligence and analysis
Develop comprehensive financial data books and reports
Manage data requests and track key issues during transactions
Lead and facilitate important client meetings and discussions
Benefits
Opportunity to grow within a dynamic and expanding firm
Support for hybrid work arrangements
Participation in industry and community networking events
Development opportunities to enhance professional skills
Contributory environment for new ideas and process improvements
Full Job Description
The Transaction Advisory team at Bennett Thrasher is seeking a Senior Associate candidate to join a dynamic, growing firm. Working as an individual or as a part of a team, the individual(s) will facilitate/lead buy-side, sell-side and related transaction advisory engagements.
Responsibilities
Works effectively in teams to provide quality service to clients
Gains a comprehensive understanding of client operations, processes and business objectives, and utilizes that knowledge throughout engagements
Communicates appropriately (both verbally and electronically) to clients and firm associates
Understanding of fundamental accounting concepts and application of those concepts in the financial due diligence work.
Ability to work across multiple projects under tight time frames while maintaining precision with our work product.
Responsible for the development of financial data books, including ledger-level build up and trending of the income statement and balance sheet and related sub-schedules.
Preparation of quality of earnings, cash proof, working capital, net debt and other ad-hoc financial analyses.
Ability to manage and prepare data requests as well as tracking of key issues identified during the deal process.
Coordination and facilitation of conference calls and management meetings with client and target companies.
Copious note taking ability as well as project organization and management skills.
Drafting of financial due diligence and related reports for clients.
Effectively manages staff, as needed
Contributes and supports new ideas on internal processes and client engagements
Works with members of the engagement team and management to identify and resolve any client issues discovered during engagements
Practices timely and effective communication to management and engagement team regarding performance, including any related obstacles
Gives and receives feedback to minimize repeated errors and apply new concepts
Takes ownership of assignments to ensure timely completion and professional development
Comfortable interacting and leading discussions with peers, managers, and clients.
Demonstrates integrity, objectivity and a high standard of ethics
Participates in industry and community networking events to expand professional connections.
Qualifications
Undergraduate degree required
CPA preferred but not required
Prior transaction advisory experience preferred.
Advanced knowledge of generally accepted accounting principles and financial statements is required
Demonstrates appropriate understanding of financial reporting and analytics
Proficiency in Excel modeling
Excellent written and verbal communication skills
Strong commitment to professional and client service excellence
Proven time management, organizational and prioritization skills
Ability to travel for engagements, if needed
#LIHybrid
Bennett Thrasher has offices in Atlanta, Denver, and Dallas and supports a Hybrid work schedule.
About Bennett Thrasher
Bennett Thrasher is a full-service certified public accounting and consulting firm located in Atlanta, Georgia. The firm provides tax, accounting, assurance, and consulting services to clients in a variety of industries, including real estate, construction, healthcare, and technology. Bennett Thrasher was founded in 1980 and has grown to become one of the largest accounting firms in the Southeast. The firm is committed to providing exceptional service to its clients and has a reputation for delivering innovative solutions to complex business problems.
