Transaction Advisory Services, Senior/Manager

GBQ Partners; Columbus (OH); On-site; USD 35,000 - 101,000; Full time

Job summary

GBQ Partners is seeking a Senior/Manager in Transaction Advisory Services in Columbus, Ohio. The role involves conducting financial due diligence, preparing analyses, and managing client engagements, requiring a BA in accounting and CPA credentials. Ideal candidates have 3-5 years of relevant experience, strong analytical skills, and proficiency in Excel and PowerPoint.

Qualifications

• Approximately 3-5 years of financial audit or transaction advisory experience preferred.
• Previous due diligence experience preferred.

Responsibilities

• Assist in buy-side and sell-side transaction services engagements.
• Provide financial due diligence services.
• Analyze data and prepare financial analyses.

Skills

Financial analysis

Analytical skills

Leadership

Communication

Education

BA or BS in accounting

CPA or actively pursuing CPA

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Transaction Advisory Services, Senior/Manager

Transaction Advisory Services, Senior/Manager

3 weeks ago Be among the first 25 applicants

Position Statement

Actively participate in the firm’s Transaction Advisory Services Group (TAS) primarily on due diligence engagements by preparing detailed financial analysis and developing plans to assist clients throughout buy and sell-side advisory projects. The candidate will focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Position Statement

Actively participate in the firm’s Transaction Advisory Services Group (TAS) primarily on due diligence engagements by preparing detailed financial analysis and developing plans to assist clients throughout buy and sell-side advisory projects. The candidate will focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Tasks

• Assist in buy-side and sell-side transaction services engagements, providing financial due diligence services to private equity, mezzanine funds and strategic buyers.
• Ability to analyze large volumes of data and prepare various analyses with an emphasis on the quality of earnings, working capital and debt and debt-like analyses.
• Provide an understanding and evaluation of Target / Client financial and operational conditions and financial reporting processes, assessing normalized cash flows and helping identify key transaction issues.
• Assist and lead sections of due diligence meetings with Target / Client management.
• Own, manage and track information request lists, flow of information and any necessary communications between the Firm and Target / Client.
• Consult and communicate with department leaders and client personnel to ensure completion of engagements.
• Effectively write and communicate reports / deliverables to the engagement team and Target / Client.
• Develop effective and accurate analyses and reports.
  
  

Profitability

• Complete assignments within established budget for assigned areas and monitor and report the actual hours incurred compared to the budget for assigned client engagements.
• Achieve charge hour budget and meet hour expectations established by Firm.
• Participate in “approved” non-client initiatives to improve firm administration.
• Consistently utilize all firm and department software efficiently.
• Complete and ensure completion of accurate, neat, organized analysis and reports.
  
  

Practice Growth

• Represent firm and build relationships by participating in outside activities.
• Demonstrate strong leadership skills while working on client work and firm-related projects.
• Demonstrate excellent written and verbal communication skills.
• Able to handle and prioritize multiple tasks and deadlines within a fast-paced environment.
  
  

Client Focus

• Demonstrate strong analytical skills, judgment and knowledge of GAAP.
• Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
• Lead client and team interaction to help ensure efficient flow of information between team members and client personnel.
• Identify process improvements resulting in efficiencies on client engagements.
• Comprehend and summarize complex issues.
• Ability to complete assignments timely and accurately.
• Demonstrate ability to work additional hours as necessary to meet client deadlines.
  
  

Brand Culture/Development

• Exemplify Brand Attributes of the Firm.
• Adhere and ensure compliance with all administrative policies and procedures of the Firm.
• Demonstrate ability to address conflict with peers and subordinates.
• Consistently enhance and develop individual, professional and technical skills.
• Provide timely feedback to direct reports and identify coaching and mentoring opportunities to assist in development of the associate.
  
  

Work Experience And Education

• BA or BS in accounting.
• Must be a CPA or actively pursuing to complete the CPA exam.
• Strong proficiency in the use of technology, in particular Microsoft Excel and PowerPoint.
• Approximately 3-5 years of financial audit or transaction advisory experience preferred.
• Previous Due Diligence experience preferred.
  
  

Organizational Relationships

• Individual will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.
• May supervise interns and staff members on client engagements.
  
  

Special Requirements

• Reliable transportation for on-site client work.
• Ability to work evenings and weekends based on time of year and client demands.
  
  

GBQ participates in E-Verify.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Information Technology

• Industries

  Accounting

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