Senior Analyst, Transaction Advisory Services

Bober Markey Fedorovich; Cleveland (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Teleflex work arrangements

4 weeks PTO

10 paid holidays

401(k) match

Firm-paid benefits: dental, vision, ST

Job summary

Bober Markey Fedorovich seeks a Senior Analyst in Transaction Advisory Services in Cleveland, OH. This role involves working on financial due diligence projects, gathering data, building models, and delivering insights across industries.

You will perform economic research, analyze target company data, and contribute to client deliverables while collaborating with a skilled TAS team. CPA/CFA credentials are a plus.

Qualifications

• 2–4 years of public accounting, corporate finance, or related business experience.
• Bachelor's degree in accounting or finance.
• CPA or CFA license is a plus; other credentials welcomed.

Responsibilities

• Gather and manage data for the engagement and input into financial models.
• Conduct in-depth economic and industry research across multiple sectors.
• Analyze target company data to support financial due diligence and identify risks.
• Benchmark financial performance and identify potential irregularities.
• Manage projects and deliver client-ready outputs.

Skills

Economic analysis

Accounting fundamentals

Financial modeling

Communication skills

MS Excel

MS Office

Education

Bachelor's degree in accounting or finance

CPA or CFA license

Tools

Microsoft Excel

Microsoft Office

Job description

With 60+ years in business, BMF is one of the region’s premier accounting and advisory firms with a long history of serving leading public and private organizations in Northeast Ohio, and was recently recognized as a2025 Best of the Best Firmand also aTop 200 Firmby Inside Public Accounting.

Why You Should Consider BMF

Our employees enjoyhighly competitive compensation and benefitspackages; receive ongoing training and professional development on the latest technical issues; and an energetic culture that encourages advancement and promotion.

Other perks:Teleflex work arrangements,4 weeks PTO, 10 paid holidays, 401(k) match, firm-paid benefits include dental, vision, short term disability and life insurance, comprehensive health insurance options heavily subsidized by firm,casual dress code, robust CPA benefits, including an additional 10 paid days off to study, CPA bonus upon completion, annual performance bonus, annual loyalty bonus, firm sponsored sports teams. The real bonus: working with an awesome team you can call friends.

Job Summary

Our clients chose our team of TAS professionals to provide proactive advice from planning to close, helping them stay the course through the transaction process and maximizing the value of the transaction for them.As a Senior Analyst in our Transaction Advisory Services division, you will be a pivotal member of the team performing financial diligence project work.

Responsibilities and Duties

Your Responsibilities include, but are not limited to:

• Gathering and managing data pertinent to the engagement, analyzing and inputting the data into financial models, and communicating the status of data with other members of the department.
• Performing in depth economic and industry research on a wide array of different industries.
• Analyzing target company data in support of financial due diligence engagements while developing a thorough understanding of business processes, key risk areas, and strengths and weakness of the target company.
• Benchmarking, financial analysis, identification potential irregularities, etc.
• Project management.
• Development of client deliverables.
• Performing ad hoc projects as needed.

Qualifications and Skills

• Intermediate understanding of economics, financial theory and principals of accounting.
• Strong attention to detail, accuracy and reliability.
• Strong written and verbal communication skills with the ability to work effectively as a team player.
• The ability to work independently, multi-task and proactively communicate.
• Possesses high standards of work output, delivers on commitments and takes initiative.
• Problem-solving and analytical skills with the ability to take ownership of projects producing high quality results.
• Excellent organizational skills with the ability to prioritize and manage multiple tasks.
• Highly proficient in Microsoft Excel and other Microsoft Office products) and focus on using technology to improve processes.
• Entrepreneurial approach with a technical curiosity.

Education and Experience Required

• 2 - 4 years of previous public accounting, corporate finance, or other relevant business experience.
• Bachelor's degree in accounting or finance.
• Candidates must meet educational requirements to sit for and obtain CPA or CFA license.CPA or CFA licensed a plus.
• Other accounting related credentials are welcome (i.e., ABV, CVA, CFF, CFE, CM&AA, CFA)