Senior Associate

Doeren hew; City of Rochester (NY); On-site; USD 78,000 - 88,000; Full time

Job summary

Doeren Mayhew CPAs and Advisors in Rochester, NY seeks a motivated senior associate to join the Transaction Advisory Group. You will perform financial and operational analyses, develop models, and provide strategic recommendations to clients while managing multiple engagements with accuracy and integrity.

Responsibilities include supporting due diligence, preparing client-ready reports, and collaborating with tax, valuation, and planning teams to deliver integrated solutions.

Qualifications

• Three or more years of relevant experience in transaction advisory or related fields.
• Strong understanding of financial statements and accounting concepts.
• CPA or progress toward licensure, or MBA, preferred.
• Proficiency with Microsoft Office and advanced Excel skills.
• Excellent communication and collaborative abilities.

Responsibilities

• Support financial and operational analyses across client engagements.
• Lead buy-side and sell-side due diligence under supervision as experience allows.
• Coordinate data collection with engagement teams to prepare final reports.
• Develop reports detailing methodologies, findings and strategic recommendations.
• Identify trends, risks and opportunities in client financial information.
• Build and maintain financial models to support decisions.
• Contribute to cross-departmental projects and professional growth within the firm.
• Maintain professionalism and client confidentiality on engagements.

Skills

Financial analysis

Communication

Attention to detail

Project management

Team collaboration

Education

Bachelor's degree in accounting, finance or related field

CPA license or progress toward CPA licensure, or MBA preferred

Tools

Microsoft Office

Excel

Job description

Career Opportunities with Doeren Mayhew CPAs and Advisors

A great place to work.

Careers At Doeren Mayhew CPAs and Advisors

Doeren Mayhew is seeking a motivated and detail-oriented professional to join the Transaction Advisory Group in a senior associate role focused on financial and operational analysis. This position supports client engagements through research, data analysis, financial modeling and strategic recommendations. The ideal candidate can manage multiple projects, communicate effectively and demonstrate a strong commitment to professional standards and continuous learning. The role also offers opportunities for cross-departmental collaboration and professional growth within the Firm.

The salary range for this position is $78,000 to $88,000 annually, based on experience and qualifications.

Key Responsibilities

• Collaborate with supervisors to support clients across a range of financial and operational analyses and consulting projects.
• Support, and, as experience permits, lead buy-side and sell-side financial due diligence and quality of earnings engagements.
• Coordinate with internal engagement teams to collect relevant data and documentation and support the delivery of final reports, analyses and actionable recommendations.
• Prepare comprehensive reports describing project methodologies, findings, insights and strategic recommendations, supported by appropriate research and analysis.
• Identify trends, inconsistencies, risks and opportunities within client financial information.
• Analyze revenue, gross margins, EBITDA, working capital, net debt and debt-like items, cash flow, customer and vendor concentration, accounts receivable, inventory, backlog and WIP.
• Prepare detailed due diligence workbooks, EBITDA bridges, working capital analyses, cash-proof schedules, analytical exhibits, executive summaries and client-ready reports.
• Reconcile financial information from general ledgers, financial statements, tax returns, bank records and operational reports.
• Manage multiple consulting engagements concurrently, ensuring timely and high-quality deliverables.
• Support business valuation engagements, including financial analysis, forecast development, discounted cash flow analyses, market and transaction comparables, valuation workbooks and valuation report preparation.
• Assist with estate and wealth-transfer advisory engagements, including 10-year cash flow and net worth projections, liquidity analyses, estate tax scenarios, ownership and entity analyses and valuation support.
• Build, maintain and update financial models including transaction models, forecasts and budgets to support client and internal decision-making.
• Contribute to strategic planning efforts by conducting analyses and developing informed recommendations.
• Collaborate with tax, audit, valuation, estate planning and other internal teams to develop integrated client solutions.
• Maintain the highest standards of professionalism, integrity and client confidentiality in all engagements.
• Conduct research on accounting, tax, industry and business matters as needed.
• Demonstrate initiative in expanding tax and financial knowledge through research and continuous learning.
• Develop proficiency in Firm policies, procedures and available technical resources.
• Pursue opportunities to collaborate with other departments within the Firm.

Qualifications

• Bachelor's degree in accounting, data analytics, finance or a related field; equivalent professional experience may be considered in lieu of a specific degree concentration.
• Three or more years of relevant experience in transaction advisory, financial due diligence, quality of earnings, M&A advisory, business valuation, investment banking, corporate finance, audit and assurance, or a related field. Experience preparing due diligence workbooks, valuation analyses or client-ready advisory reports is strongly preferred.
• Strong understanding of financial statements and the ability to apply accounting and financial concepts.
• CPA license or progress toward CPA licensure, or an MBA, preferred.
• Proficiency with Microsoft Office required.
• Strong Excel proficiency required. Candidates should be able to organize and format data, use lookup formulas, build pivot tables, troubleshoot formula errors and perform data analysis.
• Ability to collaborate effectively with a multidisciplinary team of professionals.
• Strong organizational skills, exceptional attention to detail and dependability.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills, with a demonstrated eagerness to learn and grow professionally.

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.

"Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance, PC and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance, PC and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance, PC is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC, DM Payroll Solutions, Doeren Mayhew Capital Advisors and their subsidiary entities are not licensed CPA firms.