Senior Analyst, Transaction Advisory Services

RiseMe; Cleveland (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

4 weeks PTO

10 paid holidays

401(k) match

Dental insurance

Vision insurance

Health insurance

Casual dress code

CPA benefits

CPA study days

Annual performance bonus

Loyalty bonus

Firm sports teams

Job summary

BMF, a premier Northeast Ohio accounting and advisory firm, seeks a Senior Analyst in Transaction Advisory Services to support financial diligence from planning to close. You will gather data, build financial models, and communicate findings to the team.

The role emphasizes rigorous analysis, industry research, and delivering high-quality client deliverables while collaborating across engagements and managing multiple tasks with attention to details.

Qualifications

• Intermediate understanding of economics, financial theory and principals of accounting.
• Strong attention to detail, accuracy and reliability.
• Strong written and verbal communication; ability to work as a team player.
• Ability to work independently, multi-task and proactively communicate.
• High standards of work output and initiative.
• Problem-solving and analytical skills with ownership of projects.
• Excellent organizational skills and multitasking ability.
• Proficient in Microsoft Excel and Office; focus on process improvement.
• Entrepreneurial approach with technical curiosity.

Responsibilities

• Gather and manage data for engagements, input into financial models and communicate status within the team.
• Perform in-depth economic and industry research across industries.
• Analyze target company data for diligence and identify risks and strengths.
• Benchmarking and financial analysis; identify irregularities.
• Project management and development of client deliverables.
• Contribute to ad hoc projects as needed.

Skills

Financial analysis

Data gathering

Communication

Team player

Independent work

Initiative

Project management

Analytical thinking

Excel proficiency

Technical curiosity

Education

Bachelor's degree in accounting or finance

CPA or CFA license

Other accounting credentials (ABV, CVA, CFF, CFE, CMA, CFA)

Tools

Microsoft Excel

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 enjoy highly competitive compensation and benefits packages; 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)