Associate, Deal Services

• Perform financial Quality of Earnings, due diligence, Excel financial analysis, and other consultative services for clients involved in business purchases, sales, or mergers and acquisitions
• Perform ad hoc analysis under tight deadlines
• Perform original financial statement modeling with a high degree of accuracy
• Write reports on findings for clients and their advisors
• Perform detailed financial due diligence
• Collect and analyze financial data to detect errors in financial reporting
• Summarize key accounting policies and identify issues that may impact transaction value or client risk
• Build detailed analyses and reports based on findings for client delivery
• Support multiple engagements on time and within budget
• Identify issues and communicate progress and results to supervisors
• Complete assigned portions of engagements consistently, accurately, and within tight time frames
• May begin directing small quality of earnings projects at the two-year level

• Bachelor's degree in Accounting, Finance, or related field required
• Exposure to financial statement preparation, audits, and reviews preferred
• Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification
• General knowledge of accounting principles and/or regulations impacting engagements or projects
• Knowledge of financial markets, analysis, and reporting of financial data
• Understanding of Pfx Engagement, Microsoft Teams, Microsoft Windows, and Microsoft Office
• Ability to perform accurate financial analysis and original financial statement modeling under tight deadlines

Demonstrates expertise in financial analysis, due diligence, and quality of earnings assessments, with a strong foundation in accounting principles and financial reporting. Proficient in delivering accurate financial statement modeling and detailed analyses under tight deadlines.

• Financial Analysis
• Quality Of Earnings
• Financial Statement Modeling
• Due Diligence
• Accounting Principles

• Financial Analysis
• Financial Statement Modeling
• Due Diligence
• Financial Reporting
• Error Detection

• Communication
• Time Management
• Attention To Detail

• CFA
• CPA

• Financial Markets
• Accounting Principles
• Financial Data Analysis
• Business Purchases
• Mergers And Acquisitions

• Microsoft Office
• Microsoft Teams
• Pfx Engagement