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Maxwell Locke & Ritter LLP · 2 days ago

Transaction Advisory Associate - Technology/SaaS Group

Austin, Texas Metropolitan Area

Full-time

Onsite

Entry, Mid Level

2+ years exp

Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area, known for exceptional work-life balance and dedication to its people and clients. The Transaction Advisory Associate role involves analyzing financial data and participating in discussions with executives to support investment decisions.

AccountingConstructionConsulting

Growth Opportunities

Responsibilities

As a transaction advisory associate, you will be a key member of buy-side and sell-side deal teams, utilizing your Microsoft Excel skills to compile and analyze target company financial data

You will participate in discussions with key executives and decision makers and help identify potential issues important to our clients’ investment decisions

Professional writing skills and the ability to clearly document findings are vital to your success in this role

Qualification

Microsoft ExcelQuality of Earnings analysisCPACFAM&A transactionsRecurring revenue softwareProject managementWritten communicationVerbal communicationTeam player

Required

Minimum of 2 years of experience in public accounting (preferably Big 4, national, regional or large local firm)

CPA, CFA, or eligible to sit for CPA or CFA exam

Ability to work in-person at our downtown Austin office

Strong Excel skills

Highly motivated team player

Strong written and verbal communication skills

Aptitude for project management

Exposure or some experience with M&A transactions and Quality of Earnings reports

Preferred

Experience with quality of earnings (QoE) analysis preferred

Experience with recurring revenue software companies preferred

Benefits

PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays

Paid parental leave and paid bereavement leave

Annual bonus through profit-sharing plan

401(k) plan including profit-sharing contribution

Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability

Employee assistance program

Continuing professional education

Hybrid, flexible scheduling

Many more perks and benefits