Transaction Advisory Senior Associate

Summary

Join Withum, a technology-driven advisory and accounting firm, as a Senior Associate in Transaction Advisory Services! Based in various US offices or remotely, you'll play a vital role in managing and executing financial diligence projects nationwide. This position requires analyzing target company data, building financial models, and coordinating with project leaders. You'll contribute to management discussions, evaluate earnings and cash flows, and prepare insightful reports. The ideal candidate possesses a bachelor's degree in Accounting or Finance, 2+ years of M&A experience, and a CPA certification (or working towards it). Withum offers a competitive benefits package and bonus program, with salary ranges varying by location.

Requirements

• Project management of financial due diligence engagements
• Ability to analyze financial and operational results of businesses to be acquired or sold through reviewing accounting records, understanding the drivers of the business and conducting interviews with management
• Constantly researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients
• High competencies with data interrogation techniques using excel and/or other software packages
• A bachelor’s degree in Accounting or Finance and 2+ years of related (M&A) work experience
• Active CPA certification or working towards obtaining the CPA certification
• Significant public accounting experience
• Excellent analytical skills and the confidence to translate complex data into meaningful insights
• The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
• Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally
• Must be willing and able to travel up to 40% on short notice

Responsibilities

• Analyze target company data and build data books and financial models for financial due diligence engagements
• Coordinate with project team leaders on diligence focus areas and provide real-time communications of issues and deal considerations
• Participate in management discussions regarding business performance and key questions developed during the data analysis phase
• Work with project team leaders to evaluate quality of earnings, normalized working capital, and items affecting future cash flows
• Prepare concise and meaningful analysis to be used in our reports that set out our findings and recommendations around the key financial and business issues in a transaction
• Identify integration, separation and post-transaction transition issues
• Participate in relevant marketing and business development activities
• Contribute to the ongoing development of M&A best practices

Preferred Qualifications

• A proven record of excellence in a mergers or acquisitions transactions role
• Experience gained within another large professional services organization
• Established networking skills in a relevant industry

Benefits

• Competitive benefits package
• Bonus program (for eligible roles) based on individual and firm performance
• NYC ranges are $110,000- $130,000 annually
• California ranges are $110,000- $130,000 annually
• Washington - Seattle ranges are $110,000- $130,000 annually
• Washington DC ranges are $110,000- $130,000 annually
• Maryland - Baltimore ranges are $110,000- $130,000 annually
• Rhode Island – Providence ranges are $110,000- $130,000 annually
• Massachusetts ranges are $110,000- $130,000 annually