Senior Associate - Transaction Services

Embark People, LLC; Mesquite (TX); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Unlimited PTO

Fully paid parental leave

Career advancement

Advanced software & tools

Job summary

Embark People, LLC in Mesquite, TX is seeking a Senior Associate to perform financial due diligence for buy-side and sell-side transactions, including data gathering, manipulation, and EBITDA adjustments. You will build agendas for client meetings and interact with target companies.

The ideal candidate holds a Bachelor’s degree in Accounting, 2–4 years of Big 4/public accounting experience, and strong Excel/PowerPoint skills with excellent writing and communication abilities.

Qualifications

• Bachelor’s degree in Accounting required; CPA preferred.
• 2–4 years of Big 4/public accounting experience in audits or related services.
• Experience identifying, calculating, and documenting EBITDA and net working capital adjustments.
• Excellent writing and communication skills; ability to lead meetings with management.
• Proficient in Microsoft Office, especially Excel and PowerPoint.

Responsibilities

• Financial due diligence for buy-side and sell-side transactions, including data gathering and analysis.
• Build agendas and discussion points for client meetings and target company reviews.
• Identify key accounting issues and deal risks; document quality of earnings adjustments.
• Communicate with internal and external leaders daily; coach junior staff.
• Participate in firm initiatives and recruiting efforts.

Skills

Writing

Communication

Excel

PowerPoint

Independence

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 necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark 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 passions
• Comprehensive healthcare: 100% paid premiums for you and your family
• Whole human growth: $150 monthly stipend for holistic development
• Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
• Financial support: Up to 3% 401(k) matching and financial advisory services
• Team 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 analysis
• Building agendas and discussion points for meetings with client and/or target companies
• Identifying key accounting issues and deal risks – including the identification, calculation, and documentation of quality of earnings and net working capital adjustments
• Communicating and interacting with both internal and external leaders on a daily basis
• Coaching and development of less experienced team members
• Participating in firm initiatives and recruiting efforts

To 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 preferred
• Between 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 experience
• Experience identifying, calculating, and documenting adjustments related to EBITDA and net working capital
• Excellent writing and communication skills
• Experience leading meetings with various members of management (both clients and target companies)
• Microsoft Office proficiency with a focus on strong Excel and PowerPoint skills
• The ability to work independently and on multiple projects concurrently
• Attitude. 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 win Hustle. Work well in a fast paced environment. We need somebody not to just keep the trains running on time, but to speed them up

Added bonus if you have:

• Experience with complex financial analysis: Recurring revenue metrics
• Price volume analysis
• Quality of revenue for healthcare companies
• Inventory costing analysis

What's in it for you:

• Typical salary range of $100,000 - $125,000 based on experience
• Highly competitive salaries, unlimited PTO, great work life balance
• Fully paid parental leave for all new parents
• Clear promotion path up as well as into new divisions
• All the technology you’ll need to be successful, the most advanced software & accessories to ensure you get the job done in style

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.