Title: TAS Senior Associate (FDD)
Location: Denver Dallas Atlanta
Job Duration: Full-time Permanent
About the Role:
Our clients Transaction Advisory team is seeking a Senior Associate 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.
Key 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
Title: TAS Senior Associate (FDD) Location: Denver Dallas Atlanta Job Duration: Full-time Permanent About the Role: Our clients Transaction Advisory team is seeking a Senior Associate to join a dynamic growing firm. Working as an individual or as a part of a team the individual(s) will facili...
Title: TAS Senior Associate (FDD)
Location: Denver Dallas Atlanta
Job Duration: Full-time Permanent
About the Role:
Our clients Transaction Advisory team is seeking a Senior Associate 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.
Key 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
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