Apply on Employer Site

Succession Resource Group · 4 months ago

Sr. Associate, Transaction Advisory Services (TAS)

United States

Full-time

Remote

Senior Level

5+ years exp

Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business. The Sr. Associate, Transaction Advisory Services (TAS) supports the team in project-related tasks focused on assisting clients with dealmaking and succession planning, while developing financial models and legal contracts.

B2BConsultingInformation Technology

Responsibilities

Supports projects from inception to completion by partnering with the TAS team’s Director to develop, refine, and execute project strategies

Prepares meeting agendas, materials, and presentations

Facilitates the preparation of project deliverables, which may include form contracts, cash flow models, amortization schedules, memos, reports, presentations, and other relevant project materials. Additionally, reviews and finalizes all deliverables prior to completion

Reviews other service deliverables such as transaction documents, governance documents, valuations, contracts, and models to assist with project completion

Monitors project progress and identifies potential risks or issues, promptly addressing them to keep projects on track

Attends client meetings and supports strategy development/implementation

Interacts directly with clients to answer questions and present materials in alignment with project strategy

Strongly contributes to delivery of the TAS team’s Succession Maintenance Program offering

Other project-based tasks, as assigned

Addresses inquiries and directs individuals to appropriate contacts, if not addressed directly

Proactively facilitates communication with, or directly communicates with, clients

Reviews project activities and resources to ensure smooth execution and delivery

Highlights key metrics, achievements, and challenges for the Director’s attention

Provides clear updates and directives to internal teams

Coordinates the development of content and resources for internal and external audiences

Creates, monitors, and completes tasks in CRM system and/or project management system

Maintains electronic files and records

Ensure project files are organized and accessible for future reference

Continuously assesses project delivery processes and implements improvements for increased efficiency and effectiveness

Assists in resource allocation and optimization, ensuring the right skills and capacities are utilized effectively

Identifies resource gaps and works with relevant teams to address them promptly

Stays informed of recent industry, regulatory, and economic trends and updates

Stays informed of recent developments impacting services provided by the Transaction Advisory Services team

Other research-related tasks, as needed

Qualification

Investment bankingMergers & acquisitionsFinancial modelingContract preparationCRM systemsProject management softwareMicrosoft OfficeLeadership capabilitiesBachelor’s DegreeRelevant certificationsCommunication skillsAttention to detailProblem-solvingTeam player

Required

Strong working knowledge of Microsoft Office Programs (e.g. Word, Excel, PowerPoint, and Teams)

Experience with CRM Systems (e.g. Salesforce or Hubspot) and experience with Project Management Software (e.g. Zoho, Basecamp, Monday.com, etc.)

Excellent written and verbal communication skills

Strong attention to detail with a focus on quality and accuracy

Ability to multitask and prioritize effectively

Problem-solving skills and the ability to adapt to changing project requirements

Leadership capabilities to guide and support project teams effectively

Team player with a positive 'can do' attitude

Bachelor's Degree plus 5 years of experience in a related field; or, alternatively, high school diploma plus 7 years of experience in a related field

Preferred

Experience with investment banking, mergers & acquisitions, succession planning, and/or professional consulting, strongly preferred

Experience with contract preparation/legal writing, preferred

Experience with financial planning, analysis, and/or financial modeling, preferred

Knowledge of the financial services industry, preferred

Relevant certifications (e.g., CPA, CEPA, JD) are advantageous but not mandatory

Company

Succession Resource Group

Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business.

Founded in 2012

Lake Oswego, Oregon, USA

11-50 employees