Senior Associate - Transaction Services

Embark,-LL; Dallas (TX); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Unlimited PTO

Healthcare

401(k) matching

Parental leave

Career growth

Social events

Job summary

Embark is seeking a Senior Associate to perform financial due diligence for buy-side and sell-side transactions, gathering data, performing analyses, and documenting key adjustments. You will prepare agendas for client meetings and communicate with senior leaders daily.

The role requires 2–4 years in Big 4/public accounting, CPA preferred, and strong Excel/PowerPoint skills. A passion for accuracy and collaboration is essential in a fast-paced environment.

Qualifications

• Bachelor’s degree in Accounting required.
• CPA designation preferred.
• 2–4 years of Big 4/public accounting experience with audits and related services.

Responsibilities

• Conduct financial due diligence for buy-side and sell-side transactions.
• Build agendas and meeting points with client/target teams.
• Identify accounting issues and deal risks including EBITDA and net working capital adjustments.
• Communicate with internal and external leaders daily.
• Coach and develop junior staff.
• Participate in firm initiatives and recruiting.

Skills

Excel

PowerPoint

Communication

Microsoft Office

Education

Bachelor's degree in Accounting

CPA designation preferred

Tools

Excel

PowerPoint

Job description

Experience a 45X+ award-winning culture!Embarkers enjoy:Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessaryGrowth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clientsAward-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our teamEmbark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passionsComprehensive healthcare: 100% paid premiums for you and your familyWhole human growth: $150 monthly stipend for holistic developmentCareer advancement: Access to CPE credits, learning platforms, coaching, and professional developmentFinancial support: Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement: Monthly social events within your market, charitable matching, and great people!What you’ll be doing…Financial due diligence for both buy-side and sell-side transactions, which includes: data gathering, manipulation, and analysisBuilding agendas and discussion points for meetings with client and/or target companiesIdentifying key accounting issues and deal risks – including the identification, calculation, and documentation of quality of earnings and net working capital adjustmentsCommunicating and interacting with both internal and external leaders on a daily basisCoaching and development of less experienced team membersParticipating in firm initiatives and recruiting effortsTo be a good fit for our Senior Associate role you will have:Bachelor’s degree in Accounting required (advanced degree is a plus)CPA designation preferredBetween 2 to 4 years of experience in Big 4/public accounting performing audits and related services for a diverse client base, and at least 1+ years of transaction services/due diligence experienceExperience identifying, calculating, and documenting adjustments related to EBITDA and net working capitalExcellent writing and communication skillsExperience leading meetings with various members of management (both clients and target companies)Microsoft Office proficiency with a focus on strong Excel and PowerPoint skillsThe ability to work independently and on multiple projects concurrentlyAttitude. We work hard and we’re having a blast doing it. What we’re doing is changing the world for the better, and we play to winHustle. Work well in a fast paced environment. We need somebody not to just keep the trains running on time, but to speed them upAdded bonus if you have:Experience with complex financial analysis:Recurring revenue metricsPrice volume analysisQuality of revenue for healthcare companiesInventory costing analysisWhat's in it for you:Typical salary range of $100,000 - $125,000 based on experienceHighly competitive salaries, unlimited PTO, great work life balanceFully paid parental leave for all new parentsClear promotion path up as well as into new divisionsAll the technology you’ll need to be successful, the most advanced software & accessories to ensure you get the job done in styleIn closing...If this role sounds exciting, apply and let's start the conversation!All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.