Transaction Advisory Services Senior Associate

Weaver; Manhattan Beach (CA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive health benefits

401(k) plan

Flexible scheduled time off

In-house CPE and learning opportunities

Job summary

Weaver is seeking a Transaction Advisory Services Senior Associate in California. This role involves assisting with financial due diligence projects, where you'll perform analysis and prepare reports.

The ideal candidate should have a Bachelor's in Accounting, 3+ years of relevant experience, and leadership qualities. Weaver offers competitive benefits including medical, dental, vision, and flexible time off.

Qualifications

• 3+ years of experience in transaction advisory services/financial due diligence, or public accounting, or equivalent professional experience.
• Thorough understanding of financial statements.
• Advanced understanding of financial reports, transaction cycles, and business processes.

Responsibilities

• Assist with financial due diligence projects for clients.
• Perform analysis of complex information and prepare concise reports.
• Build analysis from source documents and understand quality expectations.

Skills

Leadership qualities

Deadline-oriented

Strong business writing

Interpersonal skills

Education

Bachelor’s degree in Accounting or related field

Master’s degree in Accounting or related field

Job description

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well‑being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile

Weaver is looking for a Transaction Advisory Services Senior Associate to join our growing firm. This individual will assist with financial due diligence projects for our clients. A Senior Associate takes ownership of projects under the supervision of more experienced team members, including performing analysis of complex and often voluminous information, and preparing concise reports. The individual will build analysis from source documents, understand the level of quality and deliverable expectations for each client, and assist in preparing agendas, schedules, and exhibits. The ideal candidate will have the ability to establish trust with the client, and maintain good working relationships and communication with client personnel and teammates.

This opportunity provides an excellent platform for a qualified candidate to further develop technical skills surrounding change of control events such as refinancing, acquisitions, mergers, etc. in service to our private equity and strategic clients. They will assist in identifying deal issues and other adjustments impacting reports, and draft certain portions of client deliverables. The ideal candidate has leadership qualities and is deadline-oriented with strong business writing and interpersonal skills.

Required Qualifications

• Bachelor’s degree in Accounting or related field
• CPA candidate
• 3+ years of experience in transaction advisory services/financial due diligence, or public accounting, or equivalent professional experience
• Thorough understanding of financial statements
• Advanced understanding of financial reports, transaction cycles, and business processes

Preferred Qualifications

• Master’s degree in Accounting or related field
• CPA
• Ability to mentor and help develop less experienced staff
• Project Management experience
• Team orientation
• Strong interpersonal skills

Annual Base Pay Range in California and New York: $85,000.00 to $115,000.00
Exact compensation may vary based on skills, experience, and location.

Weaver Benefits

At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits.

We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program includes technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.