Analyst: Transaction Advisory Services

Analyst - Transaction Advisory Services

The analyst plays a key role in supporting project execution from start to completion under the guidance of leadership. Their responsibilities include participating in analysis and problem-solving tasks, assisting in the day-to-day work of the engagement team, and learning to manage client relationships. They are expected to actively participate in professional development activities and seek coaching opportunities to enhance their skills and expertise.

Success Factors

Responsibilities

• Support the execution of transaction advisory engagements of clients across multiple industries under the supervision of the engagement team; contribute to ensuring work is completed on time and of quality
• Financial modeling and Quality of Earnings Databook preparation, Understanding connection of Chart of Accounts, General Ledger activity, Trial Balance data and the corresponding financial statements
• Ability to draft written reports in Word and PPT, attention to detail on formatting and information conveying from excel to formal reports.
• Gain understanding of the scope of the engagement and provide input based on supervisory feedback
• Assist in client diligence calls and learn to manage inquiries and assignments
  • Assist in ensuring client deliverables are met within expectations and learn how to handle any issues that may arise
• Stay updated on local and national business and economic issues
• Participate in continuous learning activities and active research to improve and develop technical expertise

People Management/Relationships

• Treat everyone with respect
• Ability to handle difficult conversations with team members regarding performance and development
• Team player; successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members both written and oral
• Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; change oriented with flexible approach

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Knowledge, Skill and/or Ability

• Strong verbal and written communication skills, to effectively interface with clients, firm management and team members with varied technical aptitudes
• Creative and innovative approach around concepts and projects
• Demonstrated customer service orientation, intellectual curiosity, and listening skills
• Proficient in setting priorities, managing multiple projects, overcoming obstacles, and utilizing organizational skills to accomplish tasks quickly
• Problem solving skills; ability to shift focus and adapt to changes

Education, Experience and Certifications

• Bachelors degree in related field of business; Masters degree a plus
• 2+ years experience in Transaction Advisory consulting field with understanding of core accounting (GAAP) and finance principles (consideration given to relevant experience in accounting or finance areas)
• Certification and/or recognition from industry professional organizations preferred
  • Working knowledge of Microsoft Office suite products, strong analytical knowledge in Excel and other analytical/data modeling software a plus
• Ability to demonstrate creative problem solving skills and intellectually curious/motivated to develop professionally through continuous learning
• Excellent attention to detail with the ability to manage multiple projects within restricted timelines

Disclaimer This job description is a general guideline and may be tailored based on the specific requirements of the client or project. Responsibilities and expectations may evolve with business needs.