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Buxbaum · 2 weeks ago

Senior Associate - Transaction Advisory Services & Outsourced Accounting

Los Angeles, CA

Full-time

Hybrid

Mid, Senior Level

$115K/yr - $150K/yr

4+ years exp

Buxbaum is seeking a motivated and experienced Senior Associate to join their Transaction Advisory Services team. This role focuses on providing financial due diligence support for sell-side transactions and assisting clients with outsourced accounting and financial planning needs, delivering high-quality financial insights to inform strategic decisions.

ConsultingCrowdfundingFinancial Services

Responsibilities

Assist in financial due diligence primarily on sell-side transactions, helping identify potential risks, assess financial performance, and evaluate sustainability of earnings

Conduct detailed analyses of financial statements, including income statements, balance sheets, and cash flow, translating findings into clear, actionable insights to effectively present the business

Lead the preparation of key deliverables, including quality of earnings reports, working capital analyses, debt-like items schedules, and supporting data books, client-ready reports, and presentations

Actively participate in meetings and calls with management teams, investment bankers, and other advisors, serving as a secondary point of contact to support day-to-day project execution

Support outsourced accounting engagements, including monthly and quarterly close processes, financial statement preparation, account reconciliations, and management reporting

Assist clients with FP&A activities such as budgeting, forecasting, cash flow projections, KPI development, and variance analysis

Build and maintain financial models to support strategic planning, liquidity management, and scenario analysis for growing middle-market companies

Help improve clients’ financial reporting processes, internal controls, and overall financial visibility

Collaborate closely with Buxbaum colleagues and clients in a results-oriented, team-driven environment to ensure project objectives are met

Build and maintain strong client relationships, developing credibility as a trusted advisor across transaction and ongoing advisory work

Demonstrate a consistent commitment to professionalism, ethics, and integrity

Contribute to the growth of the firm by assisting with business development efforts, client presentations, and the refinement of TAS, outsourced accounting, and FP&A service offerings

Qualification

Financial modelingGAAP knowledgeFinancial analysisCPA eligibilityExcel proficiencyWritten communicationVerbal communicationProject managementTeam collaborationAttention to detail

Required

Bachelor's degree in Accounting from an accredited institution

CPA eligibility required

At least four (4) years of experience in audit, transaction advisory, or consulting within a public accounting or advisory firm

Strong financial modeling and analytical skills, with advanced proficiency in Excel, including three-statement models, cash flow forecasting, budgeting, and scenario analysis

Solid understanding of GAAP, financial reporting, and the mechanics of the monthly close process

Excellent written and verbal communication skills, with experience interacting with senior team members, management teams, and external advisors (e.g., investment bankers, attorneys)

Demonstrated ability to manage and analyze large datasets with accuracy and attention to detail

Ability to synthesize qualitative and quantitative information into actionable insights and recommendations

Strong presence, intellectual curiosity, and adaptability in fast-paced, evolving engagements

Proven project management skills, with the ability to manage multiple workstreams and shifting priorities

Ability to work effectively both independently and as part of a collaborative team