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
Required skills
Financial analysis, data gathering, document review, modeling, Excel, due diligence, client communication, executive briefing support
Preferred skills
CPA designation, CFE/CFA, advanced degree, transaction services experience
Technologies
Excel
Responsibilities
Interact with Partners on client and engagement management; conduct research and financial analysis of target companies; perform due diligence for various transaction types; prepare quality of earnings reports; communicate with clients to ensure exceptional service; participate in marketing and recruiting activities.
Seniority
Senior, hands-on IC