Associate, Transaction Advisory & Client Engagement

Jobtailor; California (MO); On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor is seeking a qualified professional to support client engagement management, financial analysis, and due diligence for transactions. The role entails data gathering, document review, and preparing quality of earnings reports, with emphasis on accuracy and client service.

The candidate will research target companies, perform buy-side/sell-side due diligence, and communicate findings to senior management to drive informed decisions. CPA and/or advanced degree are advantageous.

Qualifications

• Bachelor's degree required.
• At least one year of related experience required.
• Experience in Audit or Transaction Advisory preferred.
• CPA and/or advanced degree are a plus.
• Strong organizational, multitasking and deadline-driven abilities.

Responsibilities

• Interact directly with Partners on client and engagement management.
• Data gathering, document review and preparation of quality of earnings reports.
• Research and financial analysis of target companies.
• Due diligence for both buy side, sell side, and corporate finance transactions.
• Communication with clients to ensure delivery of exceptional client service.

Skills

Client Engagement

Financial Analysis

Due Diligence

Audit Experience

Communication Skills

Organizational Skills

Multitasking

Autonomy

Team Collaboration

Education

Bachelor's degree

CPA

Advanced Degree

Job description

Jobtailor is seeking a qualified professional to support client engagement management, financial analysis, and due diligence for transactions. The role entails data gathering, document review, and preparing quality of earnings reports, with emphasis on accuracy and client service.

The candidate will research target companies, perform buy-side/sell-side due diligence, and communicate findings to senior management to drive informed decisions. CPA and/or advanced degree are advantageous.