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Exbo Group · 1 day ago

Assistant Vice President, Transaction Services

NYC Metro Area

Full-time

Onsite

Mid Level

$160K/yr - $195K/yr

4+ years exp

Exbo Group is seeking an Assistant Vice President in Transaction Services, ideal for experienced public accounting professionals transitioning from audit to M&A advisory. The role involves executing financial due diligence engagements, leading junior team members, and ensuring the quality of client deliverables in a dynamic, transaction-focused environment.

Financial Services

Hiring Manager

Naima Shotonwa

Responsibilities

Lead and manage the day-to-day execution of buy-side and sell-side financial due diligence projects

Analyze financial statements to assess quality of earnings, working capital trends, and key financial drivers

Identify potential risks, anomalies, and key accounting adjustments that impact deal value and structure

Prepare and review detailed workpapers and financial analyses for client deliverables

Support Vice Presidents and Directors in synthesizing findings into clear, concise reports and presentations

Supervise and mentor analysts and associates, overseeing workload and reviewing deliverables

Promote technical accuracy, consistency, and professional development within the team

Collaborate cross-functionally across engagements to ensure timelines, budgets, and quality standards are met

Engage with client finance teams to obtain data and clarify accounting matters

Apply audit discipline to enhance diligence processes and strengthen analytical rigor

Utilize data analytics and visualization tools (Power BI, Alteryx, Excel) to streamline reporting and analysis

Contribute to process improvements that enhance efficiency and consistency across engagements

Qualification

CPAGAAPFinancial ReportingExcelPower BIAlteryxAnalytical SkillsLeadershipCommunication SkillsProblem-SolvingOrganizational Skills

Required

Bachelor's degree in Accounting or Finance; CPA required

4-7 years of experience in public accounting, audit and/ or transaction services; preference for experience at a Big 4 firm (Deloitte, PwC, EY, or KPMG)

Strong understanding of GAAP, financial reporting, and audit methodology

Demonstrated ability to lead teams and manage multiple concurrent workstreams

Strong analytical, organizational, and problem-solving skills

Advanced proficiency in Excel; experience with Power BI or Alteryx preferred

Excellent written and verbal communication skills, with the ability to present complex findings clearly

Highly motivated to transition into transaction advisory and develop expertise in financial diligence