Transaction Advisory Associate

Regal Executive Search; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading company in executive search is seeking a Transaction Advisory Associate. This role involves performing financial due diligence, analyzing financial statements, and assisting in report creation for clients. Candidates should hold a four-year degree and have strong analytical skills, with a desire to develop in finance and investment banking.

Qualifications

• Candidates should have strong technical skills and be proactive and motivated.
• 1-4 years of experience, preferably in Big4 or large national Audit/TAS.
• Active CPA certification preferred.

Responsibilities

• Perform financial due diligence and identify key risks.
• Assist in creating Quality of Earnings reports for clients.
• Help build financial models and manage responsibilities.

Skills

Analytical skills

Critical thinking

Project management

Effective communication

Education

4-year degree in accounting and/or finance

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Transaction Advisory Associate

Responsibilities:

• Perform financial due diligence and identify key risks and evaluate business drivers.
• Analyze financial statement information including income statement, balance sheet, cash flow, and key operational data.
• Analyze net working capital, debt, and debt-like items.
• Assist in creating reports (including Quality of Earnings reports) and databooks for clients that highlight key financial findings and the drivers behind sustainable profits and cash flows.
• Help build financial models.
• Synthesize and convert data into meaningful information to drive discussions with target management, highlighting observations and conclusions.
• Manage and prioritize responsibilities, proactively consulting with senior team members.
• Assist in executing engagements and maintaining client relationships.
• Support transitions, transformations, and M&A/Investment Banking practices as needed, seeking development in these areas.
• This position is add-to-staff. Compensation will be commensurate with experience and tenure.

Qualifications:

In addition to strong technical skills and proficiency in Microsoft Excel and PowerPoint, candidates should be or have:

• Proactive, motivated, and a self-starter with a positive attitude, able to work in a demanding, deadline-driven environment.
• Dedicated to teamwork and constant communication with team members.
• Strong analytical, critical thinking, and project management skills with attention to detail.
• Ability to provide solution-based alternatives.
• Flexible in task prioritization and completion.
• Capable of maintaining confidentiality regarding ongoing or potential transactions.
• Effective communicator (writing, facilitating, presenting) at all levels of client and management personnel.
• Knowledge of technical accounting areas such as US GAAP and SEC or Private Company reporting.
• An active CPA certification or progress towards one is preferred.

Requirements:

• 4-year degree from a reputable business school in accounting and/or finance with an exceptional GPA and accolades.
• 1-4 years of prior experience, preferably in Big4 or large national firm Audit and/or TAS. An active CPA license or progress towards is highly preferred.
• Proven track record of excellence (accelerated promotions, stellar reviews, etc.).
• Strong desire to develop skills in finance/FP&A, M&A, financial modeling, and investment banking.