Transaction Advisory Services - Senior Associate

Bennett Thrasher; Atlanta, Northern (GA, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work schedule

Office locations in Atlanta, Denver, &

Job summary

Bennett Thrasher in Atlanta, GA is seeking a Senior Associate for Transaction Advisory Services to lead and support buy-side and sell-side engagements, develop financial data books, and deliver high-quality due diligence.

You will work with teams across practices, communicate with clients, manage data requests, and contribute to firm projects while exploring growth opportunities in a collaborative, ethical environment.

Qualifications

• CPA preferred but not required.
• Advanced knowledge of generally accepted accounting principles and financial statements.
• Proficiency in Excel modeling.
• Excellent written and verbal communication skills.
• Strong commitment to professional and client service excellence.
• Proven time management, organizational and prioritization skills.
• Ability to travel for engagements, if needed.

Responsibilities

• Works effectively in teams to provide quality service to clients.
• Gains understanding of client operations, processes and business objectives and uses that knowledge in engagements.
• Communicates clearly to clients and firm associates.
• Develops financial data books with ledger-level build up and trend analysis.
• Prepares quality of earnings, cash proofs, working capital and other financial analyses.
• Manages data requests and tracks key issues identified during deals.
• Facilitates conference calls and management meetings with client/target companies.
• Drafts financial due diligence reports for clients.
• Leads and mentors staff as needed.
• Supports new ideas on internal processes and client engagements.

Skills

Transaction advisory experience

GAAP knowledge

Communication skills

Time management

Travel flexibility

Education

CPA (preferred)

Tools

Excel modeling

Job description

Transaction Advisory Services - Senior Associate

Job Category: Transaction Adv Services

Requisition Number: TRANS001347

• Full-Time

Locations

Showing 1 location

Atlanta, GA | Atlanta, GA
Atlanta, GA 30339, USA

At Bennett Thrasher, we offer the expertise and opportunities of a large accounting firm, while providing a commitment to culture and a family-like work atmosphere. By joining our firm, you’ll have immediate opportunities to collaborate on meaningful work with clients in a variety of industries and work together with other associates across practices. You’ll not only be able to dive into challenging projects with a diverse set of clients, you’ll also have opportunities to participate in firm activities that reflect your individual passions; from our Business Resource Groups to the BT Foundation.

We work hard to help our clients solve challenges, but we also believe in taking time for what matters and offer benefits for you that reflect this mindset. We offer a competitive benefits program that includes generous vacation time, exceptional opportunities for growth and flexibility in both our dress code and work model.

The Transaction Advisory team at Bennett Thrasher is seeking a Senior Associate candidate to join a dynamic, growing firm. Working as an individual or as a part of a team, the individual(s) will facilitate/lead buy-side, sell-side and related transaction advisory engagements.

Responsibilities

• Works effectively in teams to provide quality service to clients
• Gains a comprehensive understanding of client operations, processes and business objectives, and utilizes that knowledge throughout engagements
• Communicates appropriately (both verbally and electronically) to clients and firm associates
• Understanding of fundamental accounting concepts and application of those concepts in the financial due diligence work.
• Ability to work across multiple projects under tight time frames while maintaining precision with our work product.
• Responsible for the development of financial data books, including ledger-level build up and trending of the income statement and balance sheet and related sub-schedules.
• Preparation of quality of earnings, cash proof, working capital, net debt and other ad-hoc financial analyses.
• Ability to manage and prepare data requests as well as tracking of key issues identified during the deal process.
• Coordination and facilitation of conference calls and management meetings with client and target companies.
• Copious note taking ability as well as project organization and management skills.
• Drafting of financial due diligence and related reports for clients.
• Effectively manages staff, as needed
• Contributes and supports new ideas on internal processes and client engagements
• Works with members of the engagement team and management to identify and resolve any client issues discovered during engagements
• Practices timely and effective communication to management and engagement team regarding performance, including any related obstacles
• Gives and receives feedback to minimize repeated errors and apply new concepts
• Takes ownership of assignments to ensure timely completion and professional development
• Comfortable interacting and leading discussions with peers, managers, and clients.
• Demonstrates integrity, objectivity and a high standard of ethics
• Participates in industry and community networking events to expand professional connections.

Qualifications

• CPA preferred but not required
• Prior transaction advisory experience preferred.
• Advanced knowledge of generally accepted accounting principles and financial statements is required
• Demonstrates appropriate understanding of financial reporting and analytics
• Proficiency in Excel modeling
• Excellent written and verbal communication skills
• Strong commitment to professional and client service excellence
• Proven time management, organizational and prioritization skills
• Ability to travel for engagements, if needed

Bennett Thrasher is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

#LIHybrid

Bennett Thrasher has offices in Atlanta, Denver, and Dallas and supports a Hybrid work schedule.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.