Senior Associate - Transaction Advisory Services

Neos Talent; New York (NY); On-site; USD 175,000 - 250,000; Full time

Job summary

Neos Talent is partnering on a confidential search for a Senior Associate in its Transaction Advisory practice in major markets including New York. The role focuses on financial, tax and operational due diligence across M&A and corporate actions, supporting private equity sponsors, lenders and corporates.

The Senior Associate will lead buy-side and sell-side diligence, build three-statement models, and deliver KPI dashboards, with client-site work as needed and a 4-day in-office requirement.

Qualifications

• Must have three plus years of experience with at least two years of financial due diligence experience in a Big 4 firm.
• Strong financial modeling skills including three-statement models and ad hoc analysis.
• Familiarity with Tableau and Alteryx is preferred.

Responsibilities

• Develop comprehensive analysis of complex transactional challenges.
• Execute buy-side and sell-side due diligence including financial and operating trends analysis and working capital analysis.
• Review transaction agreements, customer and vendor contracts.

Skills

Financial due diligence

Financial modeling

KPI packages

Tableau

Alteryx

Education

Bachelor's degree

CPA license

Job description

Atlanta | Chicago | Dallas | Los Angeles | Nashville | New York | Philadelphia (4 days per week in the office)

$175k - $250k per year total cash comp (base and bonus) (depending on location)

We are partnering on a confidential searchfor a rapidly scalingprivate equity-backed advisory firmwhich islooking to hire a Senior Associateinto itsTransaction Advisory practice.

The team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions.

The Senior Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence. The role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring.

Responsibilities

• Develop comprehensive analysis of complex transactional challenges
• Execute buyside and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis
• Review transaction agreements, customer and vendor contracts

Qualifications

• Bachelor’s degree from a top undergraduate program
• Invested in a team-based culture motivated to collaborate in office four days per week and willing to work at client sites as needed
• Three plus years of experience with at least two years of financial due diligence experience within a Big 4 accounting firm
• Active Certified Public Accountant (CPA) license required
• Familiarity with Tableau and Alteryx preferred
• Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis