Premier Financial Search ยท 2 days ago
Transaction Advisory Services (TAS) Senior or Supervisor
Premier Financial Search is a well-established and growing firm seeking a Transaction Advisory Services Senior or Supervisor to join its team. The role involves planning transaction advisory engagements, managing financial due diligence, and consulting on financial statement information while training and developing staff.
Responsibilities
Plan buy-side and sell-side transaction advisory engagements and financial due diligence on middle market companies (average deals are $25-$100 million)
Manage all aspects of engagement, including analyzing and discussing EBITDA adjustments, historical and projected financial trends, and ratios
Consult on financial statement information (income statements, balance sheets, cash flow and other reports) and provide recommendations in the context of valuation and deal structuring alternatives
Review all workpapers and due diligence reports
Train and develop staff
Recognize and inform senior management of opportunities to increase level and types of services to clients
Qualification
Required
Bachelor's or master's degree in accounting
4+ years of direct experience with quality of earnings, attestation, and audit engagements in a consulting environment, including previous experience in a senior role
Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP), U.S. Generally Accepted Auditing Standards (GAAS) and the Uniform Guidance
Passion for client service and an entrepreneurial mindset
DAILY ACCESS TO RELIABLE TRANSPORTATION to travel to and from client locations and our office locations
Strong collaboration skills and desire to work as a team
Preferred
CPA license preferred