
Transaction Advisory Services (TAS) Senior / Supervising Senior Associate
GHJ
🇺🇸 United States
Hybrid
Senior
6 months ago
- Excel
- PowerPoint
- Pivot Tables
- Equity
6 months ago
Responsibilities
- Participating in buy-side and sell-side transaction engagements with corporate entities, investment bankers, private equity firms and strategic corporate buyers.
- Assist in preparing for, and participate in, discussions with company management, and buyer/seller advisors
- Prepare calculations of EBITDA adjustments, and work with data to prepare financial models, identify trends and stimulate conversation leading to potential earnings adjustments.
- Work with and oversee offshore team to provide guidance on analyses required, how to interpret client data, and to navigate roadblocks encountered
- Assist in preparing recasted financial statements including earnings and working capital to present the company’s adjusted operating performance and needs
- Prepare operating and financial metrics including graphs, charts for discussion highlighting trends, areas of concern, etc
- Identify and conduct appropriate validation procedures around key financial statement items
- Documents work completed by preparing write ups and easily to follow methodology, taking into account possible alternatives and specific client circumstances
- Assists in proofing financial statements and other documents if appropriate.
- Prepares and indexes client files, and internal working papers
- Build relationships with, and speaks to, client personnel to obtain an understanding of their business operations, processes and functions.
- Applies knowledge of the client’s industry when reviewing information, including preparing for clients discussions and focusing on specific areas for diligence.
Qualifications
- Bachelor’s level education required.
- Direct Transaction Advisory experience strongly preferred
- Strong accounting and diligence knowledge.
- Exceptional analytical and communication (written and oral) skills required.
- CPA preferred but not required.
- Very strong proficiency in Excel and PowerPoint, including experience working with and reconciling financial data such as monthly financial statements, trial balances, and experience with pivot tables, lookup formulas, index/match formulas, etc. and professional writing related to companies operations, performance drivers and trends
- Demonstrates up-to-date knowledge of technical principles, theory and practice, and an ability to apply these appropriately in the context of a transaction and specifically Quality of Earnings projects.
- Has foundational knowledge of the client’s industry, and can incorporate such knowledge when scoping and completing assignments, including working with Managers to develop agendas and areas of focus.
- Identifies and resolves a wide variety of technical problems, by distilling the data, considering client specifics and applying reasonable and best practices to reach conclusions.
- Demonstrates ability to apply learnings from one transaction to the next, implementing new skills and techniques
- Plans and presents well-organized work product.
- Delivers high quality work under pressure.
- Seeks to improve skills through self-development
- Acts as a team player with peers as well as engagement teams or department.
- Seeks to improve skills through self-development.
Transaction Advisory Services (TAS) Senior / Supervising Senior Associate · GHJ