Transaction Advisory Senior Associate

Looking to work in a dynamic, rapidly growing, Transaction Advisory practice within a firm that encourages a work life balance?

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

We are currently accepting applications for a Senior Associate in Transaction Advisory that will support our firm nationwide. As a Senior Associate you will be a vital member of the team executing and delivering financial diligence project work. You will:  

• 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

 Skills and attributes for success:

• Project execution of financial due diligence engagements with the ability to always meet deadlines
• Ability to analyze financial and operational results of businesses to be acquired or sold through reviewing accounting records, complex data sets, and understanding the drivers of the business
• Constantly researching industry trends and technologies
• High competencies with data analysis, modeling and data interrogation techniques using excel and/or other software packages
• Applies critical thinking and problem-solving skills daily

To qualify for the role you must have:

• A bachelor’s degree in Accounting or Finance and 2+ years of related M&A work experience; supported by an active CPA certification or in the process of obtaining one
• Public accounting experience
• Working knowledge of US GAAP and SEC reporting
• High proficiency in Excel and PowerPoint
• 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 interpersonal and communication skills
• Must be willing and able to travel up to 40% on short notice

Ideally, you’ll also have:

• A proven record of excellence in data analysis or a merger &r acquisitions transactions role
• Experience gained within another large professional services organization
• The desire to be a long-term contributor to a dynamic team

Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the State of Colorado. 

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