Houlihan Lokey · 1 week ago
Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations
San Francisco, CA
Full-time
Onsite
Mid Level
$95K/yr - $160K/yr
4+ years expHoulihan Lokey, Inc. is a global investment bank with expertise in mergers and acquisitions and financial advisory. They are seeking an Associate for their Transaction Advisory Services, Accounting and Financial Reporting practice to assist clients with financial reporting requirements and provide support on various transaction advisory engagements.
BankingFinanceFinancial Services
Responsibilities
Participate in buy-side, sell-side, restructuring and capital raising transaction advisory engagements
Draft and review analyses and findings for delivering unbiased advice to management for their records or inclusion in transaction advisory reports specific to key technical issues
Develop and review financial models
Research technical guidance and market practices around accounting and financial reporting issues
Review transaction agreements, customer and supplier contracts
Support discussions with senior client executives and management
Support diligence projects through fieldwork, management meetings and desktop reviews
Communicate potential external audit risks and considerations when applying technical accounting guidance and structuring
Extend industry skills and qualifications
Develop professional network and relationships with firm, client and target professionals
Collaborate closely with corporate finance, valuation and financial restructuring colleagues
Supervise team members through training, coaching and critical review
Qualification
Required
Bachelor's degree in accounting from an accredited college/university
CPA certification is required
4+ years of Transaction Services experience or 2+ years of external audit experience and at least 2 years of Transaction Services experience with a Big 4 or national firm
Preferred
Experience providing accounting and financial reporting advisory services and other transaction-related services
Demonstrated understanding and application of capital markets and valuation concepts
Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
Strong analytical abilities
Ability to handle multiple assignments simultaneously
Exceptional verbal and written communication skills
Strong command of Microsoft Excel, PowerPoint and common database systems
Experience with data analytics tools (Alteryx, Tableau, etc.) preferred
Company
Houlihan Lokey
Houlihan Lokey is an investment bank specializing in mergers and acquisitions, capital solutions, and financial restructuring.
1001-5000 employees
H1B Sponsorship
Houlihan Lokey has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (30)
2023 (21)
2022 (30)
2021 (67)
2020 (26)
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-12IPO
2005-10-31Acquired
Leadership Team
Austin Smith
Senior Vice President
Miguel Mireles
Vice President Investment Banking
Recent News
Secondaries Investor
2025-12-18
2025-12-01
Company data provided by crunchbase