Transaction Advisory Services Senior Associate

Bennett Thrasher; Tampa (FL); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Bennett Thrasher in Tampa, FL is seeking a Transaction Advisory Services Senior Associate to lead buy/sell-side engagements and work directly with clients.

You will analyze financial data, perform quality of earnings and due diligence, coordinate with deal teams, and present findings to management.

Qualifications

• Bachelor’s degree in business administration – accounting or finance highly preferred.
• Prior transaction advisory services experience including financial due diligence & quality of earnings analysis.
• Advanced knowledge of GAAP and financial reporting.
• Advanced proficiency in MS Excel modeling; strong analytical skills.
• Excellent written and verbal communication skills.
• Proven time management, organizational, and prioritization skills.

Responsibilities

• Gaining a comprehensive understanding of client operations, processes, and business objectives.
• Creating/developing financial data books including ledger-level build-ups and trend analyses.
• Quality of earnings analysis and reporting, cash proofs, working capital, net debt and other ad-hoc analyses.
• Managing data requests and tracking key issues identified throughout the deal process.
• Coordinating and leading conference calls and management meetings with clients and target companies.
• Driving financial due diligence and related reports for clients.
• Leading discussions with peers, managers, and clients.
• Participating in industry and community networking events.

Skills

Financial analysis

Excel modeling

Written & verbal communication

Time management

Education

Bachelor’s degree in business administration – accounting or finance

Tools

MS Excel

Job description

Transaction Advisory Services Senior Associate

Job Category: Transaction Adv Services

Requisition Number: SENIO001285

• Full-Time
• Hybrid

Locations

Tampa, FL | Tampa, FL
Tampa, FL 33602, USA

Description

Ready to elevate your career and join a top national accounting/advisory firm? Bennett Thrasher, consistently recognized as one ofInside Public Accounting’s Best of the Best firms, is looking for experienced associates for our Transaction Advisory Services Team. As a Transaction Advisory Senior Associate, you’ll work directly with our clients and lead buy/sell-side M&A engagements.

At Bennett Thrasher, we are proudly committed to remaining independent - free from private equity investments, allowing us to stay focused on our people-first culture. Our investments in our people, technology, and devotion to exceptional client service continue to differentiate our firm in the evolving public accounting/advisory industry.

Some ResponsibilitiesInclude:

• Gaining a comprehensive understanding of client operations, processes, and business objectives.
• Creating/developing financial data books including ledger-level build-ups, income statement/balance sheet trends, and related sub-schedules.
• Quality of earnings analysis and reporting, cash proofs, working capital, net debt and other ad-hoc financial analyses.
• Managing data requests and tracking key issues identified throughout the deal process.
• Coordinating and leading conference calls and management meetings with clients and target companies.
• Driving financial due diligence and related reports for clients.
• Leading discussions with peers, managers, and clients.
• Participating in industry and community networking events.

Qualifications:

• Bachelor’s degree in business administration – accounting or finance highly preferred.
• Prior transaction advisory services experience - financial due diligence & quality of earnings analysis/reporting.
• Advanced knowledge of generally accepted accounting principles.
• Advanced proficiency in MS Excel modeling.
• Excellent written and verbal communication skills.
• Proven time management, organizational, and prioritization skills.

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.

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.