Senior Associate, Transaction Advisory jobs in United States
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Beech Valley Solutions ยท 1 month ago

Senior Associate, Transaction Advisory

Beech Valley Solutions is seeking a Senior Associate-level consultant to support a Transaction Advisory team with Quality of Earnings (QoE) and Financial Due Diligence work. The role involves supporting buy-side and sell-side engagements, building and analyzing QoE deliverables, and collaborating with engagement leads to meet deadlines.

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Growth Opportunities

Responsibilities

Support buy-side and sell-side financial due diligence engagements
Build and analyze QoE deliverables, including:
Normalized EBITDA and earnings adjustments
Revenue and margin analysis
Working capital analysis (NWC) and net debt considerations
Customer concentration, trend, and variance analyses
Prepare clear schedules and exhibits, and contribute to report writing/storytelling
Gather and organize data from client financials; streamline data requests and documentation
Collaborate with engagement leads to hit deadlines across multiple concurrent workstreams

Qualification

Transaction AdvisoryFinancial Due DiligenceQuality of EarningsGAAP financial statementsExcel skillsClear communicator

Required

Senior Associate experience in Transaction Advisory / FDD / QoE (or equivalent deal-focused experience)
Solid understanding of GAAP financial statements and common diligence adjustments
Strong Excel skills (large datasets, pivots, modeling, reconciliations)
Able to operate in a fast-paced environment with shifting priorities and quick turnarounds
Clear communicator who can synthesize findings into client-ready output

Benefits

Flexibility: Accept and reject projects to fit your life and goals
Compensation: Get paid for every hour you work
Growth: Build your network and expand your skill set across exciting clients and projects

Company

Beech Valley Solutions

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Top Tier CPAs On Demand

Funding

Current Stage
Growth Stage

Leadership Team

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Brad Hughes
Managing Director and Co-Founder
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Josh Tarica
Managing Director, Co-Founder
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Company data provided by crunchbase