Senior Transaction Advisory Consultant (Buy/Sell)

Elliott Davis; Denver (NC); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Generous time away

Flexible work schedules

Maternity & parental leave

Wellness benefits

Professional coaching

Leadership development

Beyond program

Job summary

Elliott Davis is seeking a Transaction Advisory Services professional to support buy-side and sell-side due diligence for private equity, mezzanine funds, and strategic buyers. You will analyze large data sets in Excel, assess earnings quality and working capital, and communicate findings with clients and management teams.

Ideal candidates bring 3+ years in audit or transaction services, a BA/BS, and CPA credentials are preferred.

Qualifications

• Minimum of three years in audit or transaction services.
• Bachelor’s degree from an accredited college/university.
• CPA license preferred.
• Big 4, national or large regional firm experience preferred.
• Excellent analytical and Excel skills; strong verbal and written communication.
• Aptitude towards business development.
• Thrives in a fast-paced, dynamic environment.
• Strong knowledge of GAAP and financial reporting.
• Ability to multi-task and manage multiple responsibilities.
• Superior client service focus.
• Willingness to travel to client locations.

Responsibilities

• Perform and assist in buy-side and sell-side due diligence engagements for private equity, mezzanine funds, and strategic buyers.
• Analyze large data volumes to prepare an Excel data book with earnings, debt, and net working capital focus.
• Evaluate financial and operational trends of target companies and challenge assumptions.
• Assist and lead sections of due diligence meetings with target management.
• Create tailored reports on key issues such as normalized earnings and indebtedness considerations.
• Communicate due diligence findings clearly in reports and verbally.
• Collaborate with Elliott Davis team members to deliver timely results.

Skills

Excel

Analytical skills

Communication

Business development

GAAP

Multi-tasking

Client service

Travel

Education

Bachelor’s degree

CPA (preferred)

Job description

Elliott Davis is seeking a Transaction Advisory Services professional to support buy-side and sell-side due diligence for private equity, mezzanine funds, and strategic buyers. You will analyze large data sets in Excel, assess earnings quality and working capital, and communicate findings with clients and management teams.

Ideal candidates bring 3+ years in audit or transaction services, a BA/BS, and CPA credentials are preferred.