The M&A Senior Associate position has the primary responsibility of oversight over the mergers and acquisitions engagement work plans. Serving as a current and future leader of the firm, the Senior Associate demonstrates the attributes of excellent client service and assists team members in developing technical and professional competency.

Core Responsibilities: 

• Develop, review, and evaluate financial models within broadly defined guidelines, focusing on major assumptions for projections, scenarios analysis and comparisons to historical results.
• Compile and evaluate company and industry data from key information sources including Pitchbook, Company Reports and Financial Statements and industry sources.
• Identify key financial and operational issues, results and trends and report on key findings that may impact a potential transaction.
• Assist with the preparation of financial analysis as required for the transaction process.
• Prepare target lists of potential investors or buyers based on information sources and general internet searches.
• Process financial statements, general ledger, and trial balances to evaluate historical financial performance, including sustainable earnings, working capital, etc., to uncover performance issues/trends.
• Assist with other ad-hoc sell-side and deal management tasks as required.
• Identify time allocated to out of scope tasks not identified in the scope of work and alert manager.
• Communicate to the team on daily project status and reach out for work when there is downtime. Identify and communicate potential problem areas as developed during engagements.
• Build in person connections with peers and managers.
• Engage with the client for requests and leading client calls.
• Review utilization for yourself and all direct reports align with expectations.
• Support Firm initiatives and development opportunities.
• Work to build relationships and promote collaboration in a hybrid environment.

Required Skills/Abilities:

• Strong working knowledge of the Generally Accepted Accounting Principles.
• Being a strong champion for and thrives in an environment of changing priorities.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Above average written and verbal communication skills.
• Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition.
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.

Education and Experience:

• Bachelor’s degree in Accounting or equivalent required.
• Begin taking exams for the pursuit of the CPA certification.
• 4+ years of relative experience; at least 1 in public accounting or professional services highly preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Must be able to travel up to 25%.