Transaction Advisory Senior Associate, Operations

Summary

Join Withum, a forward-thinking advisory and accounting firm, as a Senior Associate in Transaction Advisory. As a vital member of the team, you will drive project management work at various points in the merger integration process.

Requirements

• A bachelor’s degree in Accounting or Finance
• 2+ years of related M&A work experience; supported by an active CPA certification or in the process of obtaining one
• High proficiency in Excel and PowerPoint
• Effective communication skills both internally and externally, promoting active listening and consistently following up on open action items appropriately
• Excellent analytical skills and the confidence to translate complex data into meaningful insights
• Financial modeling skills a plus
• A proven record of excellence in data analysis and visualization
• The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
• Operational consulting or project management experience
• Experience gained within another large professional services organization
• Public accounting experience
• Working knowledge of US GAAP and SEC reporting

Responsibilities

• Managing multiple work streams at any given time
• Process mapping and reengineering to bring recommended solutions to the table
• Creating and presenting data analysis including benchmarks and opportunities for improvement
• Participating in management discussions regarding business performance
• Identifying and supporting the realization of operational synergies in the merger integration phases
• Supporting clients to inform and shape the integration roadmap, including changes required to the operating model to support the long-term business strategy

Benefits

• Competitive benefits package
• Bonus program (for eligible roles) based on individual and firm performance