Associate, Transaction Advisory Services

Jobot; Dallas (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health Coverage

401(k) plan

Discretionary Bonus

PTO

Family Forming Support

Backup Childcare

Employee Assistance

Financial Planning

Healthcare Support Services

Life and Disability Insurance

Job summary

Jobot is seeking an Associate for Transaction Advisory Services focused on financial due diligence as part of our M&A practice. You will support private equity and corporate clients, performing diligence on financial statements, working with cross-functional teams on risk assessment, purchase accounting, and integration considerations.

The role offers a salary range of $120,000 to $150,000 per year, plus discretionary bonus opportunities and a comprehensive benefits package.

Qualifications

• 3+ years of financial due diligence experience (or a combination with audit experience, which must include at least 2 years of financial due diligence)
• Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
• Strong current knowledge of US GAAP including SEC reporting, purchase accounting and transaction related issues
• CPA (or at minimum, must be pursuing a CPA)

Responsibilities

• Perform financial due diligence for M&A transactions
• Analyze data to support decision making
• Collaborate with engagement teams and clients

Skills

Financial due diligence

Big 4 experience

CPA pursuit

SEC knowledge

Education

Bachelor's degree in accounting/finance

CPA pursuit

Tools

Tableau

Alteryx

Job description

Associate, Transaction Advisory Services - Financial Due Diligence

Salary: $120,000 - $150,000 per year

A bit about us

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). We offer a unique opportunity to work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets. You will develop and extend your financial and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies.

We cover Business Services, Consumer Food and Retail, Healthcare, Industrials, and Technology industries!

Why join us

• Comprehensive Health Coverage: Includes medical, dental, vision, and access to FSAs and HSAs
• 401(k) with Pre-tax and Roth Options: Helps build retirement savings with flexibility
• Discretionary Bonus Opportunities: Potential for cash and/or equity compensation
• Paid Time Off (PTO): Generous and flexible time-off policies for both exempt and non-exempt employees
• Family Forming Support: Up to $10,000 annually for fertility, IVF, adoption, and surrogacy
• Backup Childcare: Up to 10 days per year for eligible employees
• Employee Assistance Program: Free support for emotional, mental, and physical well-being
• Financial Planning Services: Guidance on personal finance, investments, and retirement
• Healthcare Support Services: Help navigating serious or complex medical conditions
• Basic Life and Long-Term Disability Insurance: Employer-paid coverage for peace of mind

Job Details

Qualifications:

Undergraduate degree from an accredited institution and:

• 3+ years of financial due diligence experience (or a combination with audit experience, which must include at least 2 years of financial due diligence), preferably with a Big 4 firm
• Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
• Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
• CPA (or at minimum, must be pursuing a CPA)

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.