Senior Associate, Transaction Advisory jobs in United States
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Wiss · 6 hours ago

Senior Associate, Transaction Advisory

Wiss is a regional CPA and advisory firm that has been serving the Northern NJ community for over 50 years. They are seeking a Senior Associate in Transaction Advisory to provide due diligence support and financial analyses for small to mid-market clients.

Accounting
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Growth Opportunities
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Responsibilities

Perform detailed financial and accounting analyses to support transaction advisory and diligence engagements
Assist with financial modeling, working capital analyses, and quality of earnings schedules
Support transaction teams with PowerPoint and Excel deliverables, including management presentations and data exhibits
Conduct market and industry research to assist in valuation and buyer/seller diligence processes
Coordinate with clients, external stakeholders, and other advisory professionals to ensure timely and accurate deliverables

Qualification

Financial modelingDue diligenceAccounting analysisCPA designationExcel proficiencyPowerPoint proficiencyCommunicationProject managementOrganization skills

Required

2-5 years of experience in accounting, investment banking, or transaction advisory
Strong analytical and accounting background; public accounting experience preferred (audit or advisory)
Proficiency in Excel and PowerPoint for financial modeling and presentation formatting
Strong communication, organization, and project management skills

Preferred

Public accounting experience preferred (audit or advisory)
CPA designation or progress toward CPA strongly preferred

Benefits

Discretionary bonus
Comprehensive benefits including 401K

Company

Wiss

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At Wiss, we believe there’s more to accounting than just balancing the books.

Funding

Current Stage
Growth Stage

Leadership Team

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Jeff Shear
Managing Director - Technology Advisory
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William Haemmerle
Partner, Transaction Advisory Services
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