Deal Advisory Senior Associate

Cherry Bekaert Advisory, LLC; Colorado Springs (CO); Remote; USD 93,000 - 136,000; Full time

Job summary

A leading consulting firm is seeking a Senior Associate to join their Deal Advisory practice. The ideal candidate will have at least 3 years of experience in financial due diligence within a professional services environment. Responsibilities include analyzing financial results and preparing reports. Opportunities for career advancement and a competitive compensation package are offered. Flexibility for remote work is available.

Benefits

Competitive compensation

Career growth opportunities

Flexibility to work remotely

Collaborative work environment

Qualifications

• A minimum of 3 years of progressive experience in a client-facing professional services environment.
• Demonstrated experience or completion of a rotation program within a dedicated financial due diligence (FDD) practice preferred.
• Active CPA or in-progress is required.

Responsibilities

• Execute the financial due diligence process as part of a multi-disciplined team.
• Analyze historical financial and operating results of target companies.
• Prepare due diligence reports outlining analyses and findings.

Skills

Project management

Analytical skills

Interpersonal skills

Oral communication

Written communication

Client service focus

Education

Bachelor's Degree in Accounting, Finance, or related business discipline

Job description

Job Description

Job Description

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey.

Due to the sustained growth and success of our Deal Advisory practice, we currently have career opportunities for Senior Associates with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2024, our team advised on ~600 deal with an aggregate transaction value exceeding $19B.

Our ideal candidate will have a minimum three years of progressive experience, preferably within a professional services or public accounting firm, with demonstrated interest or experience performing financial due diligence (FDD). This role will work with and learn from nationally recognized industry leaders and presents a strong opportunity for advancement.

What your day(s) looks like :

The Senior Associate will be an important part of a multi-disciplined team, and will have responsibility for executing many aspects of the financial due diligence process including :

• Understanding key business drivers that impact reported profitability
• Analyzing historical financial and operating results of target companies to explain business trends and identify risks
• Evaluating the quality of historical earnings
• Understanding critical assets and liabilities included in balance sheets of target companies
• Analyzing the working capital requirements of the target companies
• Identifying US GAAP departures included in target companies’ financial statements
• Challenging assumptions related to future financial projections
• Identifying critical post-closing matters to be addressed to ensure improvements in profitability and cash flows
• Interacting extensively with personnel of the target companies and the client
• Preparing due diligence reports outlining analyses and findings

What you need for this role :

Bachelor's Degree in Accounting (preferred), Finance or related business discipline

A minimum of 3 years of progressive experience in a client facing professional services environment; demonstrated experience or completion of a rotation program within a dedicated financial due diligence (FDD) practice preferred

Active CPA or in-progress is required

Excellent project management, analytical, interpersonal, oral and written communication skills

Ability to thrive and adapt in a fast-paced, dynamic environment

Ability to prioritize tasks and work efficiently on highly analytical tasks

Superior client service focus

Ability to travel up to 15%

What we offer you :

Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust,and mutual respect.

The opportunity to innovate and do work that motivates and engages you.

A collaborative environment focused on enabling you to further your career growth and continuous professional development.

Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.

Flexibility to do impactful work and the time to enjoy your life outside of work.

Opportunities to connect and learn from professionals from different backgrounds and with different cultures.

Pay Range : 93,900 to $135,600

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https : / / www.cbh.com / disclosure /

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity / expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https : / / careers.cbh.com / legal -disclosures / contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.

Candidates must demonstrate eligibility to work in the United States.Cherry Bekaert will not provideworksponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https : / / careers.cbh.com / and follow us on LinkedIn,Glassdoor,Instagram, Twitterand Facebook.

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