Senior Analyst, Transaction Services

Exbo Group; New York (NY); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Exbo Group is seeking an Analyst to join their transaction services team in New York, NY. This full-time position offers a blend of remote work and in-person collaboration, ideal for those passionate about financial analysis and acquisition diligence.

The ideal candidate will have a Bachelor's degree in Accounting or Finance, with a CPA preferred, along with 1-2 years of experience in audit or assurance. Proficiency in MS Excel and strong communication skills are essential to support a diverse client base.

Qualifications

• 1-2 years of relevant experience in audit or assurance work at a leading accounting firm.
• Deep understanding of the 3 core financial statements.
• Strong verbal and written communication skills.

Responsibilities

• Assess the target's earnings and cash-flow quality.
• Evaluate and project the quality of working capital.
• Provide written summary analysis around critical success factors.

Skills

Accounting background

Data analysis

Verbal communication

Written communication

Time management

MS Excel proficiency

Education

Bachelor’s degree in Accounting or Finance

CPA license

Tools

MS Excel

Google Scripts

VBA

Python

Tableau

Alteryx

Job description

Exbo Group is looking for an exceptional individual to join our transaction services team. This individual will be an Analyst within our growing team. This is an opportunity to become an integral member of a rapidly growing business with limitless upside as our team scales and an opportunity to directly contribute in building our growing practice.

The Analyst will play a crucial role on our team during all stages of the acquisition diligence transaction lifecycle. In this role, you will establish yourself as one of the key financial resources helping to evaluate and validate the existing accounting associated with the target client. You will help compile comprehensive data books in order to reveal risks and accounting adjustments associated with the acquisition, communicate and liaise directly with the target company during the diligence process, and present results and findings directly with our Venture Capital and Private Equity clients.

The ideal candidate has a strong accounting background and can leverage their current skill set to work closely with both our internal team and external clients to execute and quickly deliver a comprehensive financial analysis of a potential acquisition target. You are someone who is a persistent self-starter that gets excited about working with a diverse set of businesses as well as transactional work. You embrace ambiguity and are meticulous about the details. You are entrepreneurial and excited about the opportunity to grow and directly impact a growing practice. You are a humble team player looking to join an engaging and passionate group of coworkers and are fun to work with.

WHAT YOU’LL DO:

• Assess the target's earnings and cash-flow quality and analyze the quality of assets and liabilities being acquired or assumed
• Evaluate and project the quality of working capital at the time of deal close
• Reclassification of key accounts in order to restate financials on a U.S. GAAP basis
• Proactively pursue business issues that impact the general ledger and evaluate the situation for acceptable solutions. Single-handedly own and communicate the path to resolution to the client.
• Provide written summary analysis and QoE around critical success factors, helping the acquirer improve its understanding of all the relevant issues so that an informed investment decision can be made.

KEY QUALIFICATIONS:

• Bachelor’s degree in Accounting or Finance
• CPA license is highly preferred
• Have 1-2 years of relevant experience in audit or assurance work at a leading accounting firm
• Deep understanding of the 3 core financial statements as well as key journal entries associated with ongoing monthly operations
• Fluent in MS Excel with an emphasis on manipulating and presenting data in an organized and cohesive manner
• Willingness to utilize and learn other software and technology, such as Google Scripts, VBA, Python, Tableau and/or Alteryx
• Strong verbal and written communication skills; you will be one of the key points of contact for all accounting and reporting-related workflow with our clients
• Excellent time management skills, ability to prioritize and multitask
• Enjoy working with and advising a diverse and exciting set of growing companies

WORK MODEL

This is a full-time position based in New York, NY. We maintain a flexible model that balances remote work with in-person collaboration from our NoHo office.

Exbo Group is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.