Associate, Advisory Services - Hybrid Dallas

L&H CPAs · Advisors; Dallas (TX); Hybrid; USD 70,000 - 100,000; Full time

Job summary

L&H CPAs & Advisors, LLC, a Dallas-based professional services firm, seeks an Associate in Advisory Services to contribute across mergers and acquisitions, client accounting, and commercial real estate finance advisory.

Under the direction of a Manager or Director, you will develop financial models, perform due diligence, prepare client reporting, and participate in client meetings, with opportunities to develop a broad perspective across practice areas and to advance within Advisory

Qualifications

• Three to five years of relevant experience in public accounting, transaction advisory services, investment banking, CRE finance, or corporate FP&A.
• Demonstrated financial modeling proficiency, including constructing models independently.
• Strong technical foundation in financial statements and accrual accounting with economic substance judgment.

Responsibilities

• Develop and maintain financial models including three-statement operating models and cash flow models.
• Prepare quality of earnings analyses, normalized EBITDA schedules, and diligence workpapers.
• Underwrite real estate transactions and evaluate underlying assumptions.
• Analyze historical performance and align results with business economics.
• Administer diligence request lists and data room population; monitor items through resolution.
• Support buy-side and sell-side due diligence procedures and document findings.
• Assist with transaction structuring analysis including price adjustments and post-closing true-ups.
• Prepare reporting materials presented to ownership, boards, lenders and investors.
• Participate in client meetings, present analyses, and manage follow-up items.

Skills

Financial modeling

Analytical thinking

Communication skills

Client interaction

Education

CPA licensure or CFA designation

Job description

L&H CPAs & Advisors, LLC, a Dallas-based professional services firm, seeks an Associate in Advisory Services to contribute across mergers and acquisitions, client accounting, and commercial real estate finance advisory.

Under the direction of a Manager or Director, you will develop financial models, perform due diligence, prepare client reporting, and participate in client meetings, with opportunities to develop a broad perspective across practice areas and to advance within Advisory