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Senior Financial Advisor
2 weeks ago
We are seeking a highly skilled Financial Services Expert to join our team.
- As a key member of the Transaction Services group, you will work on complex transactions such as acquisitions, mergers, and buyouts.
The primary responsibilities include:
- Leading financial due diligence engagements and identifying key transaction issues.
- Preparing high-quality reports and reviewing sections compiled by junior team members.
- Managing smaller assignments independently or assisting on larger ones under Partner supervision.
Additionally, you will be responsible for:
- Building strong relationships with clients and representing our firm in deal discussions.
- Maintaining professional networks for future business opportunities.
- Supporting proposals, business development, and practice development initiatives.
- Managing and mentoring junior staff.
- Ensuring compliance documentation is completed according to firm standards.
- Contributing to a collaborative work environment.
- Proven experience in financial due diligence and transaction services.
- Excellent communication and leadership skills.
- Ability to manage multiple priorities and meet deadlines.
- Opportunity to work on complex and challenging transactions.
- Collaborative and dynamic work environment.
- Professional growth and development opportunities.
- Must have a degree in accounting or finance.
- Certified public accountant (CPA) designation is preferred.