
Senior Financial Advisor
3 days ago
Role Description
- Perform due diligence on middle market companies and private equity firms.
- Aggregate, manipulate, and analyze company data to identify financial trends.
Key Responsibilities:
- Write detailed reports for clients.
- Advise clients on maximizing opportunities and minimizing risks.
- Develop creative solutions to engagement and transaction risks.
- Interface with senior executives of clients and target companies.
Requirements
- Bachelor's degree in Accounting required; Master's degree preferred.
- Minimum 3-5 years of experience in audit or transaction advisory services.
- Licensed CPA/equivalent certification is preferred.
- Advanced MS Excel skills and strong knowledge of other MS Office applications.
Working Environment
- Fast-paced dynamic work environment.
- Ability to learn and succeed.
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