Senior Associate Transaction Services

Corporate Finance International; São Paulo; Presencial; BRL 150 000 - 200 000; Tempo integral

Resumo da oferta

A financial consulting firm in São Paulo is seeking an Associate to accelerate deal execution in the middle market. You will manage client data readiness and governance while supporting the M&A team. The ideal candidate has 4–8 years of experience in Transaction Services, a solid accounting background, and advanced Excel skills. Proficiency in professional English is required, and familiarity with middle-market ERPs is a plus. This role demands dedication to on-site client work and managing multiple projects under pressure.

Qualificações

• 4–8 years in Transaction Services, Due Diligence, or Audit.
• Solid accounting foundation; preferable active CRC.
• Experience with middle-market ERPs.

Responsabilidades

• Structure and maintain audit trails and completeness control.
• Build EBITDA bridges and perform reconciliations.
• Train client teams on financial reporting best practices.

Conhecimentos

Transaction Services

Due Diligence

Accounting fundamentals

Financial analysis

Advanced Excel

Professional English

Spanish

Formação académica

Accounting degree

Ferramentas

TOTVS Protheus

Omie

Descrição da oferta de emprego

We are looking for an Associate with a highly hands-on profile to accelerate deal execution in the middle market. You will work on-site with clients, often on multiple simultaneous projects, structuring data, suggesting accounting entries, and preparing diligence/QoE packages that shorten the path from mandate to closing—even under challenging deadlines.

• Client Data Readiness: map ERPs and internal controls, define scope, prioritize and launch RFIs with SLAs; track responses, overcome barriers, and ensure completeness of information.
• Data Room Governance: structure, version, and maintain audit trails and completeness control.
• Diligence Packages: build EBITDA bridges and normalizations; calculate normalized working capital and reconcile trial balances vs. management reports; prepare cash flow reconciliations, roll-forwards, cut-offs, and consistency checks; propose accounting entries (IFRS/BRGAAP) and review policies to ensure coherence of the financial story.
• Integration with the M&A Team: manage timelines and deliverables; create databooks and dashboards for internal and client use; support technical materials, presentations, and counterpart Q&A.
• Training & Influence: train client teams on financial reporting best practices to reduce rework.

Requirements:

• 4–8 years in Transaction Services, Due Diligence, or Audit (Big Four/boutiques); FP&A/Controllership with deal exposure also considered;
• Solid accounting foundation (preferably Accounting degree/active CRC);
• Command of QoE, EBITDA bridge, normalized working capital, reconciliations, and critical analysis of financial statements; advanced Excel;
• Experience with middle-market ERPs (TOTVS Protheus/RM, Omie, etc.); professional English (Spanish is a plus);
• Availability for travel and on-site work.

Profile:

• hands-on and proactive;
• ownership mindset (proposes paths, suggests accounting entries, and closes loops);
• pace and resilience (comfortable with pressure, shifting priorities, and multiple simultaneous clients);
• objective and assertive communication with C-level, accountants, and auditors;
• technical rigor + practical sense (precision without blocking execution).
• Dynamic environment with multiple simultaneous projects.

You must be resident in the state of São Paulo and have availability to work on Alphaville – SP, Brazil and in clients.