Transaction Advisory Senior Consultant

Elliott Davis; Central City (CO); On-site; USD 77,000 - 130,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Job summary

Elliott Davis is seeking an experienced TAS professional to join our Advisory practice in the United States. You will perform buy-side and sell-side due diligence engagements for private equity funds, mezzanine funds, and strategic buyers.

The role requires strong Excel skills, GAAP knowledge, and the ability to communicate findings clearly. We offer competitive benefits including medical, dental, vision, and a 401(k) plan.

Qualifications

• Three years of audit or transaction services experience required.
• Bachelor’s degree from an accredited college/university.
• Current licensed CPA preferred.
• Big 4, national or large regional firm experience preferred.
• Excellent analytical and Microsoft Excel skills.
• Strong verbal and written communication skills.
• Aptitude towards business development.
• Ability to thrive in a fast-paced, dynamic environment.
• Strong knowledge of U.S. GAAP and financial reporting issues.
• Ability to multi-task and manage multiple responsibilities.

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, focusing on earnings quality, debt-like items, and net working capital analysis.
• Evaluate financial and operational trends of target companies and challenge assumptions.
• Lead sections of due diligence meetings with target management.
• Create tailored reports on issues like normalized earnings and indebtedness considerations.
• Communicate due diligence findings clearly in reports and orally.
• Collaborate with Elliott Davis teams to deliver timely products.
• Develop productive client relationships and support business development.

Skills

Audit

Due diligence

Microsoft Excel

Verbal communication

Written communication

Business development

GAAP knowledge

Multi-tasking

Travel readiness

Education

Bachelor's degree

CPA preferred

Tools

Microsoft Excel

Job description

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

Elliott Davis Advisory, LLC’s Transaction Advisory Services ("TAS") practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers. We are rapidly growing and would love to have you join our team!

Responsibilities

• Perform and assist in buy-side and sell-side due diligence engagements for private equity, mezzanine funds, and strategic buyers
• Ability to analyze large volumes of data to prepare an Excel data book, with an emphasis on the quality of earnings, debt and debt-like, and net working capital analysis
• Aptitude to understand and evaluate financial and operational trends of target companies, in addition to challenging target assumptions
• Assist and lead sections of due diligence meetings with target management
• Create and design tailored reports specific to key issues, such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
• Ability to communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
• Ability to collaborate and work within teams to ensure timely and efficient product delivery
• Develop and strengthen productive working relationships with client personnel
• Collaborate with other Elliott Davis team members

Requirements

• A minimum of three years of experience with audit or transaction services is required
• Bachelor’s degree from an accredited college/university
• Current licensed CPA preferred
• Big 4, National or large regional firm experience preferred
• Excellent analytical and Microsoft Excel skills
• Strong verbal and written communication skills
• Aptitude towards business development
• Ability to thrive and adapt in a fast-paced, dynamic environment
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues
• Ability to manage multiple responsibilities simultaneously (multi-task)
• Superior client service focus
• Ability to travel to client locations as required

The salary range for this position is $77,000 to $130,000 per year. Individual compensation will be based on factors such as relevant experience, skills, qualifications, work location, and applicable legal requirements.

At Elliott Davis, we invest in our people by offering a competitive and comprehensive benefits package, including medical, dental, and vision insurance and a 401(k) plan with company contributions.

WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:

• generous time away and paid firm holidays, including the week between Christmas and New Year’s
• flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
• first-class health and wellness benefits, including wellness coaching and mental health counseling
• one-on-one professional coaching
• Leadership and career development programs
• access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

ADA REQUIREMENTS

The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements

While performing the duties of this job, the employee is:

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements

While performing the duties of this job, the employee is regularly required to:

• Use written and oral communication skills.
• Read and interpret data, information, and documents.
• Observe and interpret situations.
• Work under deadlines with frequent interruptions; and
• Interact with internal and external customers and others in the course of work.