Mergers and Acquisitions Manager

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About us

We are supportive, challenging, rewarding and our goal is to offer MORE THAN FINANCIAL SERVICES. We don't see ourselves as service providers, and neither do our clients. We're advisors, problem solvers, confidants. Because in the big picture, money is just one element of building the life you want...

Our work environment includes:

• Modern office setting
• Food provided
• Work-from-home days
• Growth opportunities
• Regular social events
• Relaxed atmosphere
• On-the-job training
• Flexible working hours
• Company perks
• Safe work environment
• Lively atmosphere

Mergers & Acquisition Senior

Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 65th year anniversary in 2022, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a merger & acquisition senior to help deliver personal and experienced service to our vast array of clients. At Lucas Horsfall, a merger & acquisition senior is primarily responsible for client relationships and the overall financial due diligence process of our mid to large sized entities. As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today!

Mergers & Acquisition Senior Essential Functions

1. Performs field work on financial due diligence and accounting engagements.

2. Strong analytical skills and comfortable working with large volume of data using excel.

3. Analyze and synthesize target company data to identify historical and projected financial and operating trends.

4. Validate all the financial and operational assumptions being made to assess quality of earnings.

5. Demonstrate critical thinking and the ability to bring order to unstructured problems.

6. Excellent communication skills, participate and coordinate meetings with various parties, including the buyers, sellers, investment bankers, lawyers, etc.

7. Organized, detail oriented, ability to prioritize and meet tight deadlines.

8. Create and design tailored transaction advisory reports addressing key issues and diligence findings.

9. Strong command of PowerPoint.

10. Monitors progress of engagements in relation to budgets and due dates.

11. Trains, supervises, and develops staff on engagements.

12. Reviews work before submission to managers for further review.

13. Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.

14. Contributes to team effort by accomplishing related results as needed, including special projects.

15. Prioritizes and manages multiple projects and deadlines.

16. Communicates effectively and serves as liaison among with managers, clients, and staff.

Supervisory Responsibility

This position will train and develop staff.

Required Education and Experience

3+ years of experience in public accounting and/or corporate accounting.

CPA or working towards CPA designation.

Strong knowledge of U.S. GAAP.

Strong computer skills, particularly in Excel.

Keen attention to detail.

Strong communication skills, both oral and written.

A high sense of urgency, strong initiative and the ability to multi-task.

BA/BS Degree, Accounting.

Experience working with privately held clients.

Must be able to travel to client locations.

Strategic thinker with strong organizational skills.

Other Duties

Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Type: Full-time

Pay: From $85,000.00 per year

Benefits:

• Work from home

Physical setting:

• Office

Schedule:

• Monday to Friday

Experience:

• Public accounting: 3 years (Preferred)
• preparing quality of earnings report: 1 year (Preferred)

License/Certification:

• CPA (Preferred)

Work Location: Hybrid remote in Pasadena, CA 91101