Transaction Services Senior Analyst

JOB SUMMARY This role will be focused on performing buy- and sell-side financial due diligence services on behalf of a broad range of financial and strategic buyers & sellers as well as privately-held business owners (sell-side diligence) within the dynamic middle market. Given the entrepreneurial nature and structure of our firm, current employees enjoy the opportunity to progress their career at their own pace. JOB DESCRIPTION Execute financial due diligence (buy-side and sell-side) engagements including: Working collaboratively with senior team members, clients, and target business management teams Collecting financial information from the target business / managing the diligence request list Performing financial analyses on the target business (margin assessments, trend analysis, price volume analysis, cash proofs, key data reconciliations, etc.) Actively participate in management discussions and correspondence Prepare key deal analyses (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.) Writing reports and supporting delivery of findings to clients Cultivate key client relationships through advisory work Provide leadership, mentorship, and supervision to junior team members Exposure to transactional support for capital raising, restructuring, and traditional sell-side investment banking transactions and strategies Supervisory Responsibilities None Work Environment Work is conducted in a professional office environment with minimal distractions Physical Demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel Required Some travel may be required to client sites during engagements Required Education and Experience Bachelor’s degree in accounting and/or finance with strong academic performance 2 – 3 years of audit / corporate finance / transaction advisory service experience Preferred Education and Experience Certified Public Accountant (“CPA”) designation Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. #J-18808-Ljbffr