Transaction Advisory Analyst

Lumsden & McCormick, LLP; Buffalo (NY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Flexible Spending Accounts (FSA)

Health Savings Account (HSA)

401(k) retirement plan

Life and disability insurance

Pet insurance benefits

Generous paid time off

Professional development opportunities

Hybrid and/or remote work options

Job summary

Lumsden & McCormick, LLP, located in Buffalo, NY, is seeking a Transaction Advisory Analyst to work closely with private equity firms and strategic buyers. The role involves financial analysis, preparing detailed reports, and collaborating with senior team members on M&A due diligence engagements.

Ideal candidates will have a bachelor's degree in Accounting or Finance, preferably with CPA eligibility, and 2-4 years of relevant experience. The firm offers a supportive work culture and excellent benefits, including medical insurance, retirement plans, and professional development opportunities.

Qualifications

• Bachelor's degree required; CPA or CPA-eligible preferred.
• 2-4 years in public accounting, audit, or transaction advisory.
• Experience with M&A due diligence engagements is a plus.

Responsibilities

• Analyze financial statements to assess historical earnings.
• Prepare QoE reports with adjusted EBITDA calculations.
• Collaborate with senior team members for accurate insights.

Skills

Financial analysis

Communication

Collaboration

Time management

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or CPA-eligible

Tools

Microsoft Office

Job description

POSITION: Transaction Advisory Analyst

Our wholly-owned subsidiary, Brisbane Consulting Group, LLC currently seeks a Transaction Advisory Analyst who will assist us in continuing to provide a positive and supportive work environment. Brisbane Consulting Group is the largest business valuation and management consulting firm in Buffalo, NY. We offer exceptional expertise in business valuation, license and degree valuation, forensic accounting, and the quantification of lost business income, commercial damages, and other financial services.

The Transaction Advisory Analyst will work closely with private equity firms, strategic buyers, and business owners on M&A due diligence engagements.

RESPONSIBILITIES

• Analyze financial statements to assess historical earnings and recurring profitability
• Prepare and support QoE reports that include adjusted EBITDA calculations, revenue normalization, and working capital analysis
• Identify and explain non-recurring transactions or accounting anomalies
• Assist in drafting executive-level presentations and summaries
• Collaborate with senior team members to deliver timely, accurate, and actionable insights
• Support clients through buy-side and sell-side transactions

EXPERIENCE

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA or CPA-eligible strongly preferred
• Business Valuation experience (highly desirable)
• 2-4 years of experience in public accounting, audit, or transaction advisory (Big 4 or Top 200 firm a plus)
• Proficient in Microsoft Office, with advanced knowledge in Word and Excel
• Experience with M&A, valuation, or due diligence engagements is a plus
• Capable of managing multiple projects and communicating complex findings clearly
• Capable of working in a collaborative and fast-paced team environment

BENEFITS

• Medical, dental, and vision insurance plans
• Flexible Spending Accounts (FSA): options for medical and dependent care expenses
• Health Savings Account (HSA): with Firm contributions to assist with out-of-pocket medical expenses
• Retirement Plan: a401(k) plan to help employees save for their future, with firm contributions and profit sharing
• Life and disability insurance: basic life and AD&D insurance, as well as long-term disability insurance
• Pet insurance benefits
• Paid time off: generous paid time off policies, including vacation, sick leave, and holidays
• Professional development opportunities for continuing education, professional memberships, and certifications
• Hybrid and/or remote work options

COMPANY CULTURE

Our firm prides itself on fostering a collaborative and supportive work environment. We value diversity, professional growth, and a commitment to excellence. As a Transaction Advisory Analyst, you will be an essential part of our mission to provide exceptional service to our clients.

We look forward to welcoming a new team member who is dedicated to making a positive impact on our clients and our firm.