Transaction Advisory Services Jobs (NOW HIRING)

• Manage day-to-day execution of financial due diligence and Quality of Earnings engagements, including project planning, staffing coordination, timeline management, budget tracking, and client communication.
• Coordinate and manage multiple concurrent engagements while balancing priorities and deadlines.
• Review team analyses, workpapers, and deliverables for accuracy, completeness, and consistency.
• Identify key diligence issues, financial risks, and transaction considerations and communicate findings to engagement leadership and clients.
• Drive projects to timely completion while maintaining exceptional client service and engagement quality.
• Perform and oversee detailed financial analyses for acquisitions, divestitures, recapitalizations, mergers, and other strategic transactions.
• Analyze financial statements, general ledger data, revenue trends, operating expenses, payroll information, customer and vendor data, and other transaction-related information.
• Assess profitability, earnings sustainability, quality of revenue, cash flow, working capital, and potential transaction risks.
• Support buy-side, sell-side, lender, and other transaction advisory engagements through financial analysis and diligence procedures.
• Prepare and review Quality of Earnings analyses and reports.
• Identify and quantify normalized EBITDA adjustments, non-recurring expenses, owner-related adjustments, debt-like items, and other matters affecting enterprise value.
• Analyze working capital trends, customer concentrations, vendor concentrations, seasonality, and key operating metrics.
• Develop schedules and narratives communicating transaction findings and their impact on valuation and deal negotiations.
• Develop and review adjusted EBITDA schedules, net working capital analyses, revenue and margin trend analyses, forecasts, and scenario analyses.
• Utilize Excel and other analytical tools to manage and analyze large datasets.
• Lead discussions with clients, management teams, lenders, private equity sponsors, attorneys, and other advisors.
• Present diligence findings clearly and professionally.
• Collaborate with professionals across advisory, tax, audit, valuation, and other service lines.
• Supervise, coach, and mentor associates and senior associates.
• Review work product and provide timely feedback.
• Assist with recruiting, onboarding, and training initiatives.
• Support proposal development, marketing efforts, client presentations, networking, and business development.
• Identify follow-on service opportunities.
• Contribute to TAS methodologies, tools, templates, and processes.

• Bachelor's degree in Accounting, Finance, Business, or a related field required.
• CPA preferred; CFA or MBA viewed favorably.
• 5-8 years of relevant experience in transaction advisory services, financial due diligence, Quality of Earnings, public accounting advisory, investment banking, valuation, or related M&A services.
• 1-3 years of supervisory experience managing engagement teams and reviewing work products.
• Strong knowledge of GAAP, normalized EBITDA adjustments, working capital analysis, revenue recognition, accrual accounting, and transaction-related accounting concepts.
• Advanced Excel and financial analysis skills.
• Strong analytical, problem-solving, and project management abilities.
• Excellent written and verbal communication skills.
• Experience managing multiple projects and deadlines in a fast-paced environment.
• Ability to travel occasionally based on client and transaction requirements.
• Experience serving middle-market companies, private equity firms, lenders, or strategic buyers preferred.
• Experience in public accounting advisory, transaction advisory, consulting, corporate development, investment banking, or other M&A-related environments.
• Experience performing buy-side and sell-side Quality of Earnings engagements.
• Familiarity with purchase agreements, working capital mechanisms, debt-like items, and transaction structuring concepts.
• Experience with large datasets, ERP systems, data analytics tools, and visualization software.
• Familiarity with AI-enabled productivity and transaction advisory tools.
• Demonstrated ability to build client relationships and contribute to business development initiatives.

Demonstrates expertise in financial due diligence, Quality of Earnings analyses, and transaction advisory services, with strong capabilities in financial analysis, project management, and client communication. Proven ability to lead teams, manage multiple engagements, and deliver high-quality results in fast-paced environments.

• Financial Due Diligence
• Quality of Earnings
• GAAP Knowledge
• Advanced Excel Skills
• Project Management

• Financial Analysis
• Normalized EBITDA Adjustments
• Working Capital Analysis
• Revenue Recognition
• Accrual Accounting
• Transaction Structuring
• Data Analytics
• Large Dataset Management
• Financial Statement Analysis
• Forecasting

• Analytical Skills
• Problem-Solving
• Communication Skills
• Team Leadership
• Client Relationship Building

• CPA
• CFA
• MBA

• Transaction Advisory Services
• M&A Services
• Public Accounting Advisory
• Investment Banking
• Private Equity

• ERP Systems
• Data Analytics Tools
• Visualization Software
• AI-Enabled Productivity Tools