Advisory Transaction Services

Title: Advisory/Transaction Services
You will enjoy working for a company with a highly “reward-ive” philosophy. From generous compensation plans, to providing a balanced work life and advancement opportunities, our client has a sincere desire to optimize workplace enjoyment, creating an environment with minimal turnover! This highly dynamic company, offers a fun, collaborative, professional work environment, with significant opportunities for advancement and generous compensation increases!
 
The Senior Transaction Services opportunity is a newly created opportunity, due to clients sizeable growth. With growth comes opportunity:
 
Summary:
Members of our Transaction Services group will work alongside private equity firms, strategic clients, and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.
 
Responsibilities:

  • Assist Managers and Partners in engagement management of clients, conducting financial due diligence on middle-market companies in a variety of industries
  • Work directly with client leaders and alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities
  • Conduct analytical reviews of data and prepare findings
  • Create draft Excel Databooks and reports for management review
  • Research issues that arise during the course of engagement
  • Build relationships with existing clients, including involvement in networking and business development activities
  • Provide both leadership and supervision to Staff

Qualifications:

  • Bachelor’s degree with a major in accounting or related field required
  • Minimum of 2 years of related experience required
  • Experience in a Transaction Services or in Assurance/External Audit in a professional services firm is preferred
  • Proficiency in understanding and evaluating compliance with U.S. GAAP
  • CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment
  • Must have the ability to analyze complex business and transaction situations
  • Must have the ability to work on multiple engagements simultaneously and learn new businesses quickly

Skills Requirements:

  • Strong project management and organizational skills
  • Excellent interpersonal and verbal & written communication skills
  • Proficient in Microsoft Office (Word, Power Point, especially Excel)
  • Strong organizational techniques  in order manage multiple client engagements
    simultaneously
  • Self-motivation to meet client deadlines and provide excellent client service
  • Proven verbal and written communication and interpersonal skills
  • Possess excellent people development and delegation skills, including
    training/instruction and engagement scheduling and budgeting
  • Strong business acumen
  • Creative problem solving and research ability demonstrating sound decision-making skills
  • Detail-oriented
    Compensation: Commensurate with experience + bonus & comprehensive benefits
    Location: Orange County & South Bay (Los Angeles)
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