
Senior Financial Advisor
4 days ago
We are a leading provider of accounting, tax advisory, and financial services. Our unique approach delivers tailored solutions that mitigate risks while optimizing performance.
Our team is built on a strong educational foundation and competitive advantages, setting new standards in people-centric practices.Benefits such as flexible working hours and comprehensive family insurance underline our commitment to employee well-being.
Our Services- Assurance Services
- Tax Services
- Advisory Services
- Data & Technology Services
- Corporate Enablement Functions
- Technology
We offer a comprehensive suite of services designed to enhance business operations and drive growth:
Our goal is to provide the highest quality service, tailored specifically to each client's business requirements.
Responsibilities- Participate in transaction advisory engagements.
- Perform 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.
- Write reports to present findings to clients.
- Work directly with senior executives to advise on maximizing opportunities and minimizing risks.
- Develop creative solutions to engagement and transaction risks.
- Interface with senior executives of clients and target companies.
- Manage and prioritize team responsibilities.
- Work on multiple projects of varying size and complexity.
- Develop relationships with current and prospective clients.
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.
- Licensed CPA/equivalent certification is preferred.
- Advanced MS Excel skills and strong working knowledge of other MS Office applications.
- Possess an uncommon drive and entrepreneurial spirit.
- Demonstrated ability to learn and succeed in a fast-paced environment.
- Strong verbal and written communication skills.
- Ability to manage deadlines and prioritize assignments.
- Demonstrated ability to communicate throughout all levels of organization.
- Proficiency in excel.
- Proficient use of applicable technology.
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