Associate, Transaction Advisory Services (FDD) - NYC, Boston, Chicago, Dallas

Houlihan Lokey - Experienced Careers; New York (NY); On-site; USD 95,000 - 160,000; Full time

Job summary

An established industry player is seeking a motivated Associate for its Transaction Advisory Services team. In this dynamic role, you'll leverage your financial due diligence expertise to drive client discussions and manage engagements. Collaborating with talented professionals, you'll analyze financial data to uncover insights that impact deal value. This is a unique opportunity to enhance your skills while working on high-stakes transactions across various industries. Join a firm renowned for its commitment to excellence and client success, and take your career to the next level in a supportive and innovative environment.

Benefits

Competitive Compensation

Discretionary Incentive Compensation

Comprehensive Benefits Package

Qualifications

• 3+ years of financial due diligence experience, preferably with a Big 4 firm.
• Strong command of US GAAP and analytical abilities.

Responsibilities

• Drive discussions with senior client executives and manage team members.
• Review financial information to identify trends and risks impacting valuation.

Skills

Financial Due Diligence

Analytical Skills

Verbal Communication

Written Communication

Team Collaboration

Healthcare Transaction Advisory

Work Ethic

Education

Undergraduate Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Tableau

Alteryx

Job description

Business Unit: Financial and Valuation Advisory

Industry: TAS - Transaction Advisory Services

Associate, Transaction Advisory Services, FDD

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.

Transaction Advisory Services

Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge and industry experience, the TAS team supports clients in M&A, strategic transformations and capital markets endeavors.

Drawing on Houlihan Lokey’s market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.

Job Purpose:

The open position is for an associate based in our New York, Dallas, Chicago, Houston or Boston office within the Transaction Advisory Services practice (including the following industries technology, business services and industrials, financial services and healthcare). As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses. You will develop and extend your financial, business development, and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies while greatly increasing your professional network.

Responsibilities & Deliverables:

• Drive discussions with senior client executives and target management
• Manage team members (Analysts) on engagements
• Review target company financial information and other data to identify:
• Historical and projected financial and operating and commercial trends
• Quality of earnings
• Working capital and net debt considerations
• Potential liabilities and risks which impact valuation and negotiation of the target company
• Develop operational insights utilizing data & analytics in order to analyze the drivers of profitability and evaluate key risks and opportunities of a company
• Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post-transaction working capital analysis
• Review financial models including database systems
• Develop professional network and relationships with firm, client and target professionals
• Review transaction agreements, customer and supplier contracts and develop valuation considerations
• Collaborate closely with corporate finance, valuation and financial restructuring colleagues

Basic Qualifications:

• Undergraduate degree from an accredited institution
• 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
• CPA

Preferred Qualifications:

• Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals
• Demonstrated professional achievement and client service excellence
• Healthcare transaction advisory experience
• Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
• Strong analytical abilities
• Exceptional verbal and written communication skills
• Strong command of Microsoft Word, Excel, and PowerPoint
• Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
• Ability and desired willingness to travel

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $95,000.00-$160,000.00. Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2025 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.