Transaction Advisory Senior Associate

Grassi; Needham Heights (MA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

ESOP

Medical, Dental, and Vision Insurance

401(k) plan

Performance-based incentives

Job summary

Grassi is seeking a Transaction Advisory Senior Associate focused on Financial Due Diligence to join our team in multiple office locations, including Chelmsford, Needham, Jericho, New York, Park Ridge, Glastonbury, and Wayne. This role offers exposure to buy-side and sell-side engagements within a dynamic, growing firm.

The ideal candidate has 1+ year of TA experience and a CPA license, with strong analytical and communication skills, and the ability to manage multiple priorities across

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum of 1+ years of Transaction Advisory experience, and 3+ total years of relevant experience.
• CPA license required.
• Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered.
• Excellent interpersonal, organizational, initiative, and leadership skills.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite and relevant software.
• Ability to manage multiple priorities in a deadline-driven environment.
• Maintains a high level of professionalism and consistently demonstrates respect for others.

Responsibilities

• Support buy-side and sell-side financial due diligence and QoE engagements by performing analyses and assisting in evaluating transaction opportunities.
• Analyze financial statements, operating results, and KPIs to identify trends, risks, opportunities, and factors affecting transaction outcomes.
• Assist in preparing QoE reports, presentations, and client deliverables communicating findings and insights.
• Evaluate revenue, earnings, working capital, cash flow, and balance sheet accounts to assess target financial health.
• Conduct detailed financial analyses and research to support engagement teams throughout the transaction process.
• Collaborate with engagement teams to gather and organize client data, perform testing procedures, and meet deadlines.
• Participate in client meetings and management interviews to develop client relationships.
• Contribute to multiple engagements simultaneously while maintaining accuracy and organization.
• Stay current on industry trends, accounting developments, and best practices to enhance client service.

Skills

Analytical skills

Communication skills

Project management

Relationship building

MS Office proficiency

Multitasking

Professionalism

Education

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

CPA license required

Tools

Microsoft Office Suite

Job description

About Grassi

After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest‑growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not‑for‑profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work‑life balance, culture, and wellness categories. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee‑owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future.

Job Summary

We are currently seeking a Transaction Advisory Senior Associate focused on Financial Due Diligence to join our team in any of the following office locations: Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities Include, But Are Not Limited To

• Supporting buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements by performing analyses and assisting in the evaluation of transaction opportunities
• Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and other factors impacting transaction outcomes
• Assisting in the preparation of QoE reports, presentations, and client deliverables that communicate findings, adjustments, and key financial insights
• Evaluating revenue, earnings, working capital, cash flow, and balance sheet accounts to assess the financial performance and health of target businesses
• Conducting detailed financial analyses and research to support engagement teams throughout the transaction process
• Collaborating with engagement teams to gather and organize client data, perform testing procedures, and meet project deadlines
• Participating in client meetings and management interviews while developing relationships with clients and key stakeholders
• Contributing to multiple engagements simultaneously while maintaining accuracy, organization, and attention to detail
• Staying current on industry trends, accounting developments, and transaction advisory best practices to enhance technical knowledge and client service
• Supporting a collaborative team environment through knowledge sharing, professional development, and a commitment to delivering high-quality client service
• Traveling to client sites and firm offices as needed to support engagement requirements

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum of 1+ years of Transaction Advisory experience, and 3+ total years of relevant experience
• CPA license required
• Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite and relevant software
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Why Grassi?

Flexibility:

Our work‑life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex‑time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO.

Company Culture:

Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients.

Benefits Package:

Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program.

ESOP Owned:

The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan.

CPA Incentive:

Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam.

Learning and Development

We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well‑known industry instructors, all at no cost to our employees.

Wellness Resources:

Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep.

Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance‑based incentives, wellness and retirement programs, and opportunities for continuous professional development.

Salary Ranges Are Provided To Offer Transparency And May Vary Depending On Final Candidate Qualifications And Local Market Conditions. Please Find Compensation Information Below For Candidates Residing In The Following Market(s):

New York ranges are from $90,000 – $110,000

New Jersey ranges are from $90,000 – $110,000

Massachusetts ranges are from $90,000 – $110,000

Connecticut ranges are from $90,000 – $110,000