Transaction Advisory Senior Associate

Jericho, NY;
New York, NY;
Park Ridge, NJ;
Chelmsford, MA;
Needham, MA;
Glastonbury, CT;
Wayne, PA

After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more.

Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories.

With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success.

The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future.

We are currently seeking a Transaction Advisory Senior Associate focused on Financial Due Diligence to join our team in any of the following office locations:
Jericho, NY;
New York, NY;
Park Ridge, NJ;
Chelmsford, MA;
Needham, MA;
Glastonbury, CT; or Wayne, PA
. This role offers an exciting opportunity to be part of a dynamic and growing firm.

• Supporting buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements by performing analyses and assisting in the evaluation of transaction opportunities
• Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and other factors impacting transaction outcomes
• Assisting in the preparation of QoE reports, presentations, and client deliverables that communicate findings, adjustments, and key financial insights
• Evaluating revenue, earnings, working capital, cash flow, and balance sheet accounts to assess the financial performance and health of target businesses
• Conducting detailed financial analyses and research to support engagement teams throughout the transaction process
• Collaborating with engagement teams to gather and organize client data, perform testing procedures, and meet project deadlines
• Participating in client meetings and management interviews while developing relationships with clients and key stakeholders
• Contributing to multiple engagements simultaneously while maintaining accuracy, organization, and attention to detail
• Staying current on industry trends, accounting developments, and transaction advisory best practices to enhance technical knowledge and client service
• Supporting a collaborative team environment through knowledge sharing, professional development, and a commitment to delivering high-quality client service
• Traveling to client sites and firm offices as needed to support engagement requirements

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum of 1+ years of Transaction Advisory experience, and 3+ total years of relevant experience
• CPA license required
• Construction and/or manufacturing & distribution industry experience desired;
  Industry agnostic experience considered
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with…