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GreerWalker CPAs and Advisors · 4 days ago

Senior Associate, Transaction Advisory Services

Charlotte, NC

Full-time

Onsite

Mid, Senior Level

2+ years exp

GreerWalker CPAs and Advisors is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. The Senior Associate in Transaction Advisory Services will participate in transaction advisory engagements, providing financial and due diligence assistance, while also preparing detailed financial analyses and representing the firm in community activities.

AccountingConsultingFinancial ServicesInsurance

Comp. & Benefits

H1B Sponsor Likely

Hiring Manager

Kayla Varrie

Responsibilities

Participate in buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services

Document key findings and analysis in written report

Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis

Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements

Interacts with the other functional areas of the practice including tax, audit and other consulting practices

Assists in preparing proposals and engagement letters

Represents the firm in community activities and professional association

Qualification

CPA certificationFinancial analysisTransaction advisory experienceMicrosoft ExcelMicrosoft PowerPointTeam leadershipCommunication skillsProject managementCritical thinkingInterpersonal skills

Required

Bachelor's degree in accounting

CPA certification

Minimum of two years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm

Supervision / Team Leadership experience

Ability to direct and manage client engagements

Excellent verbal and written communication skills

Proficient with Microsoft Excel and Microsoft PowerPoint

Preferred

Networking and communicating with C-level executives

Strong project management skills

Evaluated as exceptional performer in current position

Possess a good balance of strong technical accounting knowledge and business acumen

Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm

Ability to be a self-starter and to be confident when interacting with clients and asking questions

Able to work within tight deadlines and take responsibility for getting the job done in a timely manner

Ability to apply critical thinking and problem-solving skills

Company

GreerWalker CPAs and Advisors

GreerWalker CPAs and Advisors is an accounting firm located in Carolina.

Founded in 1984

Charlotte, North Carolina, USA

51-200 employees

http://greerwalker.com

H1B Sponsorship

GreerWalker CPAs and Advisors 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

2022 (1)

Funding

Current Stage

Growth Stage

Total Funding

unknown

2022-12-12Acquired

Leadership Team

Sloan Coffey, CPA

Chief Operating Officer

Aaron Reece, CPA

Partner

Company data provided by crunchbase