Lucas Horsfall · 1 month ago
Staff Associate – Mergers & Acquisitions
Los Angeles, CA
Full-time
Onsite
Entry, Mid Level
$62K/yr - $75K/yr
2+ years expAscend is a progressive firm focused on transforming the public accounting experience. The Staff Associate in the M&A practice will support transaction execution and quality of earnings analysis while coordinating with clients and stakeholders across various industries.
RoboticsSoftware
Responsibilities
Assist with buy-side and sell-side financial due diligence engagements, helping identify key risks, unusual trends, and potential deal considerations
Analyze detailed financial information—including income statements, balance sheets, cash flow statements, and operational data—and convert findings into clear, well-organized workpapers
Support assessments of quality of earnings, working capital, net assets, and cash flows by preparing schedules, reconciliations, tie-outs, and supporting analyses
Contribute to the preparation of deal-oriented reports, presentations, and exhibits that highlight key financial and commercial observations
Verify the completeness and accuracy of financial data received from clients and target companies and identify inconsistencies for senior review
Participate in meetings and conference calls with target company management and clients alongside senior team members
Support client relationship development through professional communication, responsiveness, and organized follow-up
Conduct industry, market, and competitor research to support diligence insights and business development materials
Support marketing and business development initiatives, including but not limited to event participation, event planning, preparation of pitch materials, and general outreach efforts
Participate in internal and external training to develop technical, analytical, and professional skills
Support seniors and managers with ad hoc analyses, project-related tasks, and workflow management across multiple engagements
Qualification
Required
2+ years of relevant experience (transaction advisory, audit, accounting, or analytical roles preferred)
BA/BS degree in accounting or business from an accredited university
Licensed and currently active CPA or working towards CPA designation
High proficiency in Excel and PowerPoint; experience with data analytics tools is a plus
Experience working with privately held clients
Collaborative mindset with a desire to learn and grow within the M&A practice
Must be able to travel to client locations
Strategic thinker with strong organizational skills
Preferred
Master's degree in accounting
Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), U.S. Generally Accepted Auditing Standards (GAAS)
Excellent oral and written communication skills
Benefits
Flexible PTO
Excellent Voluntary Insurance Options
401(k) Matching
Discretionary Bonus
Commitment to Professional Development
Meaningful work that makes a difference in our clients' lives
Company
Lucas Horsfall
Founded in 1957 and based in Pasadena, California, Lucas Horsfall is a full-service financial and advisory firm serving a diverse client base across the Southwest.
51-200 employees
H1B Sponsorship
Lucas Horsfall 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 (3)
Funding
Current Stage
Growth StageLeadership Team
Gaurav Malhotra
Partner
Mark Hagander
Partner
Company data provided by crunchbase