Associate – Transaction Advisory Services

• Interact directly with Partners on matters related to client and engagement management
• Data gathering, document review and preparation of quality of earnings reports
• Research and financial analysis of target companies
• Due diligence for both buy side, sell side, and corporate finance transactions
• Communication with clients to ensure delivery of exceptional client service

• Bachelor's degree required
• At least one year of related experience required
• Experience in Audit or Transaction Advisory preferred
• Professional designations or candidacy (CPA) and/or an advanced degree are a plus
• High motivation, initiative and positive attitude
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
• Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
• Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
• Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings

Demonstrates expertise in client and engagement management, financial analysis, and due diligence for transactions. Strong communication skills are essential for delivering exceptional client service and interacting with senior-level personnel.

• Client Engagement Management
• Financial Analysis
• Due Diligence
• Audit Experience
• Communication Skills

• Data Gathering
• Document Review
• Quality of Earnings Reports
• Research
• Transaction Advisory

• Organizational Skills
• Multitasking
• Positive Attitude
• Autonomy
• Team Collaboration

• CPA
• Advanced Degree

• Buy Side Transactions
• Sell Side Transactions
• Corporate Finance
• Client Service
• Executive Briefings