Senior Associate, Transaction Advisory Services (TAS)

Trout CPA; Radnor (Delaware County); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Trout CPA, a regional Pennsylvania accounting firm, seeks a seasoned QoE TAS professional to lead end-to-end engagements for buy-side and sell-side projects.

Prepare comprehensive QoE databooks, analyze large data sets, and review work of junior associates while communicating status to the team.

Ideal candidates hold a Bachelor's in accounting or finance, CPA (or in-process), 4+ years in public accounting with TAS, deep US GAAP knowledge, and advanced Excel/PowerPoint skills.

Qualifications

• Bachelor's degree in accounting or finance required.
• CPA designation (or in-process) required.
• 4+ years public accounting with TAS experience.
• Deep proficiency in US GAAP.
• Ability to manage multiple tasks and meet deadlines.
• Strong Excel and PowerPoint skills.

Responsabilités

• Prepare comprehensive QoE databooks and reports.
• Execute multiple projects concurrently.
• Participate in diligence calls with clients/targets.
• Research GAAP treatment for QoE adjustments.
• Lead end-to-end QoE engagements and review junior work.
• Communicate engagement status to internal team.

Connaissances

TAS experience

US GAAP

Advanced Excel

PowerPoint

Detail oriented

Task management

Client communication

Formation

Bachelor's Degree in accounting or finance

Outils

Excel

PowerPoint

Description du poste

Description

Trout CPA is a regional accounting firm in Pennsylvania with a fast-growing, boutique Transaction Advisory Services practice providing corporate and private equity clients with buy-side and sell-side M&A advisory services. These services include financial due diligence (Quality of Earnings), net working capital analysis, pre-transaction preparation engagements, purchase agreement consulting, and post-acquisition assistance.

The successful candidate will

• Prepare comprehensive QoE databooks and reports
• Concurrently execute multiple projects of varying size and complexity
• Participate in diligence calls with clients/targets
• Research GAAP treatment and application to present accounting adjustments in the QoE
• Take primary responsibility for execution of QoE engagements from end-to-end
• Review work performed by junior associates
• Communicate regularly with internal team regarding engagement matters (e.g. status updates, request lists, etc.)

Requirements

• Bachelor's Degree in accounting or finance
• CPA designation (or in-process) required
• 4+ years of total experience in public accounting, with 1+ years of specific experience in TAS
• Deep proficiency in US GAAP
• Ability to manage multiple tasks and meet unpredictable deadlines
• Strong Excel skills and ability to work with large data sets. Ability to use common formulas, such as: vlookup, sumif, index-match, pivot tables
• Proficiency in PowerPoint
• Comfortable navigating inconsistent accounting records and identifying material issues common on lower middle market deals
• High attention to detail