About the job
GR8 is a collaboration and partnership forged by the Top 100 CPA firms in the United States with the objective of coming together and redefining how talent acquisition best practices can provide additional value to our partners. We believe that there is a huge pool of talent outside of the US with our objective being gather all these talented individuals and correctly match them with excellent work opportunities based on their core competencies, skill sets, and overall experience and exposure in the different areas of audit, accounting, and similar financial-related areas.
Job Summary :
Under the direction of the Departmental Practice Leader and in compliance with the firm’s mission
and values, the Transaction Advisory Services (TAS) Senior Associate is responsible for preparing financial and commercial due diligence reports and conduct financial analysis to assist clients in making informed decisions regarding potential transactions. TAS Senior Associates are expected to exercise independent judgment and discretion based on their knowledge of accounting and finance rules and regulations.
Responsibilities :
- Work as a member of a team on buy-side and sell-side engagements serving clients in industries such as manufacturing, construction, auto dealerships, governmental, non-profit, wholesale, distribution, retail, hospitality, and more.
- Conduct comprehensive financial and commercial due diligence for middle market companies, private equity investors and asset-based lenders.
- Monitor industry trends and market conditions to provide context and insights during transaction
engagements.
Create complex financial models to support transaction scenarios.Analyze, assess, aggregate and manipulate target company data to identify historical and projected financial and operating trends such as quality of earnings, revenue, profitability, working capital and cash flow.Participate in client meetings while interacting with top-level management to obtain pertinentinformation for financial analysis.
Identify and evaluate potential risks to team leaders and provide insight for risk mitigation.Design tailored reports to present due diligence findings to clients.Track project timelines, deliverables, and budgets and report progress to engagement leaders.Interact with other functional areas of the firm including tax, audit and consulting services.Maintain active communication with engagement team and clients to manage expectations, deadlines, and deliverables.Work collaboratively in teams to provide quality client service and share knowledge, best practices, and suggestions for improvement with colleagues.Train new and less experienced associates and interns on firm technology, software, processes, and procedures.Participate in knowledge sharing by preparing and presenting on technical subjects.Review the work of associates and interns; provide guidance / mentorship to assist them in developing technical and soft skills.Participate in business development activities and build a network of referral sources.Participate in firm activities such as recruiting, in-house training, the firm’s Buddy or Mentor programs, and thought leadership opportunities.Submit accurate time entries in Practice Management system at a minimum weekly prior to the MondayKnowledge, Skills, and Abilities
Bachelor’s degree in Accounting and / or FinanceA minimum of 2 years of current experience in transaction advisory or audit focused roles with a local, regional or Big Four firmCPA License preferred, CPA-eligible, or has a progressive plan toward passing the CPA exam in placePossesses a balance of strong auditing, accounting and corporate finance knowledgeStrong proficiency in financial modeling and valuationAbility to manage multiple projects and deadlines simultaneouslyExcellent analytical, critical thinking and problem-solving skillsExcellent oral and written communication skillsIntermediate Microsoft Excel and PowerPoint skillsAbility to adapt quickly to new technology platformsAbility to work independently, but also in a team environmentAbility to use 10-key Competencies : Client Service, Productivity, Technical Knowledge, Business Acumen, Problem-solving, Critical Thinking, Verbal and Written Communication, Listening for Understanding, Attention to Details, Organization, Networking, People Development, Teamwork, Flexibility