Senior Associate, Transaction Advisory Services
Core
Provide analytical advisory through the deal continuum from origination to closing, examining historical trends, identifying purchase price adjustments, and developing post-acquisition improvement plans.
Role type
Senior Associate, Transaction Advisory Services
Builds
Financial due diligence reports and transaction advisory recommendations for private equity and strategic buyers
Domain
Financial advisory / Mergers & Acquisitions
Required skills
Financial analysis, Purchase price negotiation, Deal restructuring, Post-acquisition integration planning, Report writing, Business development
Preferred skills
CPA certification, Public accounting experience, Financial Due Diligence for private equity, Microsoft Excel proficiency
Technologies
Microsoft Office (Word, Excel)
Responsibilities
Examine historical trends and discuss significant fluctuations, Assist in identifying issues for purchase price reductions or deal restructuring, Identify post-acquisition steps to achieve earnings improvements, Assist clients in identifying pre and post-acquisition transaction issues, Identify new business opportunities and develop long-term relationships, Manage and contribute to complex areas of the report-writing process
Seniority
Senior, hands-on IC
