
Senior Financial Advisor
2 days ago
About Us
We are a team of experienced professionals providing financial advisory services to middle market companies and private equity firms.
Our goal is to deliver high-quality transaction advisory engagements that meet our clients' needs.
- Participate in buy-side and sell-side transaction advisory engagements.
- Perform financial due diligence on behalf of middle market companies and private equity firms.
- Aggregate, manipulate, and analyze company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks impacting the company.
- Write detailed reports to present diligence findings to clients.
- Work directly with Management and Managing Directors to advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives.
Key Qualifications:
- Bachelor's degree required; Master's degree preferred in Accounting.
- A minimum of 3 to 5 years of applicable work experience including experience in audit or transaction advisory services (preferably with a national firm, midsize).
- Licensed CPA/equivalent certification is preferred.
- Advanced MS Excel skills and strong working knowledge of other MS Office applications, specifically PowerPoint.
- Possess an uncommon drive and entrepreneurial spirit.
- Demonstrated ability to learn and succeed in a fast-paced and dynamic work environment is essential.
- Strong verbal and written communication skills.
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
Benefits
- Flexible working hours.
- Comprehensive family insurance.
- Transport allowances.
Join Our Team
- Play an integral role in developing relationships with current and prospective clients, identifying market opportunities and articulating our value proposition.
- Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
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