Apply📍 United States
🧭 Full-Time
💸 100000 - 120000 USD per year
🔍 Transaction Advisory / Employee Ownership
- Preference will be given to candidates with 3+ years of experience conducting financial due diligence for small and mid-sized businesses within the transaction team of an accounting firm.
- Candidates with 3+ years of experience underwriting and structuring deals for small and mid-sized companies in the lower middle market at a commercial bank, strategic buyer, investment bank, or private equity firm will also be considered.
- Strong financial modeling skills.
- Experience preparing company valuations.
- Experience normalizing financial statements for sale preparation.
- Knowledge of lending, financing, and transactions, preferably in employee ownership transactions.
- Experience building low code solutions, automations, and artificial intelligence solutions.
- Attention to detail and excellent execution in project tracking and organization.
- Strong verbal and written communication skills for diverse stakeholders.
- Ability to work on a small, fast-paced, remote team.
- Strong ability to manage up and update stakeholders on progress and challenges.
- Comfort with Google Workspace and Slack.
- Manage sale processes from end to end, including valuation, financial due diligence, transaction structuring, and coordination with tax and legal technical experts on documentation and closing.
- Drive financial model development and valuation, including sensitivity scenarios for small and mid-sized companies.
- Prepare client presentations and deliverables that outline goals, assumptions, findings, and implications.
- Lead client meetings on diligence, valuation, and recapitalization structure.
- Collaborate with internal and external subject matter experts to support transaction objectives.
- Support the development of long-term relationships with clients.
- Support the Delivery team in integrating efficiencies and automation in the data collection, financial due diligence, valuation, and transaction structuring processes.
Artificial IntelligenceBusiness DevelopmentData AnalysisProduct ManagementProject CoordinationCommunication SkillsAnalytical SkillsCollaborationWritten communicationVerbal communication
Posted 3 months ago
Apply