Senior Financial Consultant

We are seeking a highly skilled professional to join our team in providing top-notch financial consulting services.

Our ideal candidate will have a strong background in accounting, tax advisory, and financial services. They will be responsible for participating in buy-side and sell-side transaction advisory engagements, performing financial due diligence, and aggregating data to identify historical and projected financial trends.

The selected candidate will work closely with senior executives to advise clients on mergers and acquisitions, provide recommendations on valuation and deal structuring alternatives, and effectively manage problem resolution.

They will also be expected to develop and propose creative solutions to engagement and transaction risks, manage multiple projects, and prioritize responsibilities.

This is an excellent opportunity for a motivated individual to advance their career in a dynamic and fast-paced environment.

Key Responsibilities:

• 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.
• Participate in developing and proposing creative solutions to engagement and transaction risks and effectively manage problem resolution.
• Interface with senior executives of clients and target companies.
• Display the ability to manage and prioritize team responsibilities, and proactively consult with Managers, Directors and Managing Directors.
• Work on multiple projects of varying size and complexity.
• Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.

Requirements:

• 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.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Proficiency in excel.
• Proficient use of applicable technology.
• Accounting degree and possibly with certification.
• Hands on accounting experience working with debits/credits and willing to work hard.

Why Work With Us:

We offer a unique Build-Operate -Transfer (BOT) model that redefines offshoring in financial consulting. Our commitment to excellence ensures that our clients receive the highest quality service, tailored specifically to their business requirements.