Transaction Advisory Senior

Transaction Advisory Senior

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don't just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters.

At Lutz, our people are our greatest asset. That's why we've built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

We like it here, and we think you will, too.

Lutz M&A specializes in helping businesses navigate complex transitions, whether through mergers, acquisitions, or strategic planning. From sell-side representation to buy-side advisory and transaction advisory services (TAS), our team ensures that every deal is meticulously structured to maximize value for our clients. With a reputation built on integrity, confidentiality, and innovative problem-solving, we're proud to work with businesses that span various industries. In this division, no two days are the same and every transaction is an opportunity to drive meaningful change.

As a Transaction Advisory Senior, you will:

• Play a key role in financial due diligence engagements for private equity and strategic buyers
• Analyze target company financials, identify risks and value drivers, and translate complex data into actionable insights that support critical transaction decisions
• Participate in buy-side and sell-side financial due diligence engagements across a variety of industries
• Analyze historical financial statements, earnings quality, working capital, and cash flow trends
• Prepare quality of earnings analyses, financial models, and client-ready reports
• Manage day-to-day execution of engagements, including timelines, deliverables, and information flows
• Collaborate with internal teams to deliver an integrated transaction advisory approach
• Be a lean-forward, client-focused, relationship-based individual that enjoys working collaboratively as a team to achieve goals
• Be responsible for adding value to our clients, seeking out new ways that we may be able to enhance their business

Qualifications:

• Bachelor's Degree in Accounting, Finance, or related field, required
• 24 years of accounting, audit, or transaction advisory experience
• CPA designation or actively pursuing CPA certification, preferred
• Strong understanding of U.S. GAAP and financial statement analysis
• Exposure to or interest in financial due diligence, M&A, or transaction advisory services
• Excellent analytical, critical thinking, and problem-solving skills
• Strong written and verbal communication skills, with the ability to present insights clearly
• Ability to manage multiple projects simultaneously in a fast-paced environment
• A proactive, team-oriented mindset with strong attention to detail

Benefits:

• Investments & Incentives: Competitive Base Salary | Matching 401k Program | Profit-Sharing | New Client Referral Incentives | Professional Certification Exam Incentives
• Lifestyle Balance: Paid Holidays | Paid Time Off (PTO) | Flexible Schedule | Employee Appreciation Events | Social Events | Family Outings
• Professional Development: Formal Mentor Program | Continuing Education | Leadership Development Program | CPA Exam Fee Reimbursement | CPA Review Course Support | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License Support
• Health & Wellness: Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program
• Office Perks: "Dress for Your Day" Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks