Senior Transaction Accounting Lead — M&A Advisory

ED03 Elliott Davis Advisory, LLC; Charlotte (NC); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Generous PTO

Flexible schedules

Maternity/paternity leave

Health benefits

Professional coaching

Career development programs

Job summary

Elliott Davis Advisory, LLC in Charlotte, NC seeks a senior transaction accounting leader to manage post-close engagements for private equity backed portfolios. You will oversee opening balance sheets, purchase price adjustments, NWC analyses, and related financial reporting, collaborating with sponsors, portfolio companies, auditors, and legal teams to resolve complex issues.

This role offers significant client interaction, mentorship of staff, and opportunities to expand service lines through

Qualifications

• 5+ years of experience in public accounting or related advisory services.
• Significant experience with M&A transactions, purchase accounting, net working capital analyses, and financial statement preparation.
• Experience reviewing purchase agreements and interpreting transaction-specific accounting provisions.
• Strong knowledge of U.S. GAAP, including business combinations (ASC 805).
• CPA required and strong communication skills.

Responsibilities

• Lead multiple transaction accounting engagements from planning through delivery.
• Manage opening balance sheets, NWC true-ups, purchase price adjustments, and closing statements.
• Coordinate with private equity sponsors, portfolio leadership, auditors and tax advisors.
• Develop and mentor associates through coaching and review.
• Identify opportunities to expand client relationships and improve efficiency.

Skills

Public accounting experience

M&A knowledge

GAAP (ASC 805)

Advanced Excel

Financial modeling

ERP systems

Communication skills

Education

Bachelor's in Accounting

CPA

Tools

ERP systems

Financial reporting software

Excel

Job description

Elliott Davis Advisory, LLC in Charlotte, NC seeks a senior transaction accounting leader to manage post-close engagements for private equity backed portfolios. You will oversee opening balance sheets, purchase price adjustments, NWC analyses, and related financial reporting, collaborating with sponsors, portfolio companies, auditors, and legal teams to resolve complex issues.

This role offers significant client interaction, mentorship of staff, and opportunities to expand service lines through