Transaction Advisory Senior + Lutz M&A

Lutz

Omaha (NE)

On-site

USD 85,000 - 130,000

Full time

6 days ago

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Benefits offered by this job

Competitive Base Salary

401k Matching

Profit-Sharing

CPA Exam Reimbursement

Mentor Program

Professional Certification Support

Job summary

Lutz is seeking an Experienced Transaction Advisory Senior in Omaha to lead financial due diligence engagements for private equity and strategic buyers. You will analyze target financials, identify risks and value drivers, and translate complex data into actionable insights for critical decisions.

Join a collaborative team where responsibilities include managing engagements, preparing earnings analyses, and delivering client-ready reports while working with cross-functional groups to maximize

Qualifications

Bachelor’s degree in accounting, finance, or related field is required.
2–4 years of accounting, audit, or transaction advisory experience.
CPA designation or actively pursuing CPA certification preferred.
Strong understanding of U.S. GAAP and financial statement analysis.
Exposure to financial due diligence, M&A, or transaction advisory services.
Excellent analytical, critical thinking, and problem-solving skills.
Strong written and verbal communication with ability to present insights clearly.
Ability to manage multiple projects in a fast-paced environment.

Responsibilities

Lead financial due diligence engagements for private equity and strategic buyers.
Analyze target company financials, identify risks and value drivers, and translate data into insights.
Participate in buy-side and sell-side due diligence across industries.
Analyze historical financial statements, earnings quality, working capital, and cash flow trends.
Prepare quality of earnings analyses, financial models, and client-ready reports.
Manage day-to-day execution of engagements, including timelines and information flows.
Collaborate with internal teams for an integrated transaction advisory approach.
Be client-focused and team-oriented to add value and drive meaningful change.

Skills

Financial analysis

Due diligence

Communication skills

Project management

Education

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

CPA certification pursued or CPA designation preferred

Job description

Level: Experienced (2-4 years’ experience)

ABOUT LUTZ

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters.

At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

We like it here, and we think you will, too.

M&A

Lutz M&A specializes in helping businesses navigate complex transitions, whether through mergers, acquisitions, or strategic planning. From sell-side representation to buy-side advisory and transaction advisory services (TAS), our team ensures that every deal is meticulously structured to maximize value for our clients. With a reputation built on integrity, confidentiality, and innovative problem-solving, we’re proud to work with businesses that span various industries. In this division, no two days are the same and every transaction is an opportunity to drive meaningful change.

MAKE AN IMPACT

As a Transaction Advisory Senior, you will

Play a key role in financial due diligence engagements for private equity and strategic buyers
Analyze target company financials, identify risks and value drivers, and translate complex data into actionable insights that support critical transaction decisions
Participate in buy-side and sell-side financial due diligence engagements across a variety of industries
Analyze historical financial statements, earnings quality, working capital, and cash flow trends
Prepare quality of earnings analyses, financial models, and client-ready reports
Manage day-to-day execution of engagements, including timelines, deliverables, and information flows
Collaborate with internal teams to deliver an integrated transaction advisory approach
Be a lean-forward, client-focused, relationship-based individual that enjoys working collaboratively as a team to achieve goals
Be responsible for adding value to our clients, seeking out new ways that we may be able to enhance their business

QUALIFICATIONS

Bachelor’s Degree in Accounting, Finance, or related field required
2–4 years of accounting, audit, or transaction advisory experience
CPA designation or actively pursuing CPA certification, preferred
Strong understanding of U.S. GAAP and financial statement analysis
Exposure to or interest in financial due diligence, M&A, or transaction advisory services
Excellent analytical, critical thinking, and problem-solving skills
Strong written and verbal communication skills, with the ability to present insights clearly
Ability to manage multiple projects simultaneously in a fast-paced environment
A proactive, team-oriented mindset with strong attention to detail

BENEFITS

Investments & Incentives