Transaction Advisory Services Senior Associate

Weaver

$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or related field
  • CPA candidate
  • 3+ years of experience in transaction advisory services/financial due diligence or public accounting
  • Thorough understanding of financial statements
  • Advanced understanding of financial reports, transaction cycles, and business processes

Responsibilities

  • Assist with financial due diligence projects for clients
  • Analyze complex financial information and prepare concise reports
  • Build analysis from source documents and understand quality expectations
  • Prepare agendas, schedules, and exhibits for client projects
  • Identify deal issues and adjustments impacting financial reports
  • Draft portions of client deliverables under supervision

Benefits

  • Competitive health benefits including medical, dental, and vision insurance
  • 401(k) plan
  • Flexible scheduled time off (STO) and minimum of 56 hours of sick leave
  • 11 holidays plus 2 scheduled recharge days
  • In-house CPE and learning opportunities through a dedicated Learning & Development department
  • Supportive and inclusive work environment that celebrates diversity
Full Job Description
Position Profile

Weaver is looking for a Transaction Advisory Services Senior Associate to join our growing firm. This individual will assist with financial due diligence projects for our clients. A Senior Associate takes ownership of projects under the supervision of more experienced team members, including performing analysis of complex and often voluminous information, and preparing concise reports. This individual will build analysis from source documents, understand the level of quality and deliverable expectations for each client, and assist in preparing agendas, schedules, and exhibits. The ideal candidate will have the ability to establish trust with the client, and maintain good working relationships and communication with client personnel and teammates.

This opportunity provides an excellent platform for a qualified candidate to further develop technical skills surrounding change of control events such as refinancing, acquisitions, mergers, etc. in service to our private equity and strategic clients. They will assist in identifying deal issues and other adjustments impacting reports, and draft certain portions of client deliverables. The ideal candidate has leadership qualities and is deadline-oriented with strong business writing and interpersonal skills.

To be successful in this role, the following qualifications are required:
  • Bachelor's degree in Accounting or related field
  • CPA candidate
  • 3+ years of experience in transaction advisory services/financial due diligence, or public accounting, or equivalent professional experience
  • Thorough understanding of financial statements
  • Advanced understanding of financial reports, transaction cycles, and business processes

Additionally, the following qualifications are preferred:
  • Master's degree in Accounting or related field
  • CPA
  • Ability to mentor and help develop less experienced staff
  • Project Management experience
  • Team orientation
  • Strong interpersonal skills

Weaver Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits.

We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

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