Transaction Advisory Services - Senior Associate

Bennett Thrasher; Dallas (TX); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Generous vacation time

Exceptional opportunities for growth

Flexibility in work model

Job summary

Bennett Thrasher in Dallas is seeking a Senior Associate to join their Transaction Advisory team. The role involves leading various transaction engagements, working collaboratively, and developing financial analyses while maintaining high ethical standards.

The ideal candidate will possess an undergraduate degree with strong skills in communication, time management, and accounting principles. The firm supports a hybrid work schedule and offers opportunities for professional growth alongside a commitment to diversity.

Qualifications

• Undergraduate degree required.
• CPA preferred but not required.
• Prior transaction advisory experience preferred.
• Advanced knowledge of generally accepted accounting principles 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.

Responsibilities

• Works effectively in teams to provide quality service to clients.
• Gains a comprehensive understanding of client operations and business objectives.
• Communicates appropriately to clients and firm associates.
• Responsible for financial data book development and related analyses.
• Coordinates and facilitates conference calls and management meetings.
• Drafts financial due diligence and related reports for clients.
• Manages staff as needed.

Skills

Excel modeling

Written communication

Verbal communication

Time management

Organizational skills

Client service excellence

Ethics and integrity

Education

Undergraduate degree

Job description

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.

Apply today to learn more about how you can excel in a career with Bennett Thrasher.

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

• Undergraduate degree required
• 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.

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