Senior - Transaction Advisory Services
Core
Provide due diligence and transaction advisory services to meet complex financial needs for privately held and publicly traded companies, private equity funds, and banks.
Role type
Senior Consultant, Transaction Advisory Services
Builds
Quality of earnings reports, financial analysis, and due diligence for buy-side, sell-side, and corporate finance transactions
Domain
Financial Advisory / Transaction Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial analysis, data gathering, document review, modeling, Excel, quantitative analysis, qualitative analysis, client communication, engagement management, multitasking, autonomous work, executive briefing support
Preferred skills
CPA designation, CFE, CFA, advanced degree, transaction services experience, audit experience
Technologies
Excel
Responsibilities
Interact directly with Partners on client and engagement management; Prepare quality of earnings reports; Conduct research and financial analysis of target companies; Perform due diligence for buy side, sell side, and corporate finance transactions; Communicate with clients to ensure exceptional service; Participate in marketing and recruiting activities
Seniority
Senior, hands-on IC