Transaction Advisory Senior Analyst jobs in United States
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LBMC · 1 week ago

Transaction Advisory Senior Analyst

LBMC is a progressive firm looking for a Transaction Advisory Services Senior Analyst passionate about M&A financial due-diligence services. The role involves working on diverse accounting and due-diligence projects, participating in due diligence engagements, and building relationships with key stakeholders at client organizations.

AccountingBusiness IntelligenceComplianceFinancial ServicesHuman ResourcesInformation TechnologyManagement ConsultingRecruitingSecurity
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Lauren Godbold
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Responsibilities

Participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers
Perform pre-consultation industry and company research and find effective ways to maintain a productive working relationship with client personnel
Assist with preparing interview schedules of departments including finance, operations, HR, marketing, or strategic leadership
Analyze financial/operational results of targets through reviewing accounting records (earnings, net assets, cash flows, etc.)
Prepare/evaluate pro forma financial information including the effects of seasonal/cyclical changes on cash flow requirements
Identify issues for purchase price reductions, deal restructuring, deal termination, and/or pre/post-acquisition issues
Direct the progress of fieldwork, inform supervisors of the engagement status, and manage Staff/Analyst performance
Write and distribute credible, succinct and insightful business reports and to deliver effective client presentations
Works diligently building relationships with key stakeholders at client organizations to continue to foster a long-term partnership between the LBMC TAS Department and external clients. High-performing individuals will be alert to client needs for the possible expansion of services to other LBMC service lines
Adheres to LBMC’s defined processes and procedures including the firm's policy on privacy and client confidentiality. Knows and follows the rules, regulations, and the Code of Professional Conduct of the AICPA, the Tennessee Society of CPAs, the Tennessee Board of Public Accountancy, and other regulating bodies as appropriate

Qualification

M&A financial due diligenceAccountingPublic accounting experienceAdvanced spreadsheet proficiencyClient relationship management

Required

Bachelor's Degree in Accounting
3+ years of experience at a public accounting firm with at least 2 of those years being with a deals, M&A, or transaction advisory team
Advanced proficiency with spreadsheets and reporting tools (Microsoft tools)
Willingness to travel (10-15%) as requested by LBMC clients

Company

LBMC

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LBMC is one of the Southeast’s largest accounting and business consulting firms.

H1B Sponsorship

LBMC 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 (5)
2024 (1)
2023 (3)
2022 (1)

Funding

Current Stage
Late Stage

Leadership Team

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James (Jim) Meade, Jr., CPA
CEO/Managing Shareholder
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Ray Brocato
CFO (Contractor)
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Company data provided by crunchbase