Transaction Advisory Associate

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Requirements:

• 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.

Responsibilities:

• 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.