Senior Associate, Transaction Advisory Services

Kroll; San Francisco (CA); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Vacation & leave

Insurance

Compensation & incentives

401(k) matching

Job summary

Kroll's Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. The role focuses on financial due diligence for buyers and PE, helping identify risks and opportunities while supporting senior teams on engagements in San Francisco.

Ideal candidates have CPA preferred, 2+ years in accounting or finance, excellent Excel and writing skills, and a collaborative, travel-ready mindset to deliver clear findings in

Qualifications

• Minimum of 2 years related accounting or finance work experience.
• Bachelor's in Accounting, Finance or other relevant discipline, or an MBA.
• Public accounting experience.
• Financial due diligence for private equity and strategic buyers.
• CPA is strongly preferred.
• Demonstrated superior analytical and problem-solving skills.
• Demonstrated interpersonal and client relationships skills.
• Proven written and verbal communication skills.
• Proficient in Word and Excel.
• Flexibility to travel as needed.

Responsibilities

• Examining historical trends and discussing fluctuations and non-recurring items between periods.
• Assisting in identifying issues for purchase price reductions, deal restructuring, or deal termination.
• Identifying post-acquisition steps to achieve earnings/cash flow improvements.
• Assisting clients in identifying pre and post-acquisition transaction issues.
• Identifying new business opportunities and developing long-term business relationships.
• Managing and contributing to complex areas of the report-writing process.

Skills

Accounting experience

Financial due diligence

CPA preferred

Analytical skills

Interpersonal skills

Communication skills

MS Office (Word/Excel)

Travel flexibility

Diversity & inclusion

Education

Bachelor's in Accounting/Finance or MBA

Tools

Microsoft Office (Word, Excel)

Job description

Kroll's Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing.

Day-to-day responsibilities

• Examining historical trends and discussing significant fluctuations and non-recurring items between periods
• Assisting in identifying issues for purchase price reductions, deal restructuring, or deal termination
• Identifying post-acquisition steps to achieve anticipated earnings/cash flow improvements
• Assisting clients in identifying pre and post-acquisition transaction issues
• Identifying new business opportunities and developing long-term business relationships
• Managing and contributing to complex areas of the report-writing process

Essential traits

• Minimum of 2 years related accounting or finance work experience
• Bachelor's in Accounting, Finance or other relevant discipline, or an MBA
• Public accounting experience
• Financial Due Diligence for private equity and strategic buyers
• CPA is strongly preferred
• Demonstrated superior analytical and problem-solving skills
• Demonstrated interpersonal and client relationships skills
• Proven written and verbal communication skills
• Demonstrated proficiency in Microsoft Office, with focus on Word and Excel
• Flexibility to travel, as needed
• Excellent written and verbal communication skills that help represent diverse communities
• Experience working with diverse teams

• Healthcare Coverage: Comprehensive medical, dental, and vision plans.
• Time Off and Leave Policies: Generous paid time off (PTO), paid company holidays, generous parental and family leave.
• Protective Insurances: Life insurance, short- and long-term disability coverage, and accident protection.
• Compensation and Rewards: Competitive salary structures, performance-based incentives, and merit-based compensation reviews.
• Retirement Plans: 401(k) plans with company matching.

Please note that benefits may vary by region, department and role. We encourage you to speak with your recruiter to learn more about the specific benefits available for your position.

About Kroll

Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll.

We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability.

The current salary range for this position is $70,000 to $150,000