Transaction Advisory Sr. Associate — Financial DD

Grassi; Glastonbury (CT); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

ESOP

Job summary

Grassi is seeking a Transaction Advisory Senior Associate focused on Financial Due Diligence to join our team in multiple office locations including Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. This role offers the opportunity to work on buy-side and sell-side engagements with QoE analyses and client deliverables.

The ideal candidate holds a Bachelor's in Accounting/Finance, 1+ year of Transaction Advisory experience (3+ total years), CPA

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Proficiency with Microsoft Office Suite and relevant software.
• Excellent interpersonal, organizational, initiative, and leadership skills.

Responsibilities

• Support buy-side and sell-side financial due diligence and QoE engagements by performing analyses and assisting in the evaluation of transaction opportunities.
• Analyze financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and other factors impacting transaction outcomes.
• Assist in the preparation of QoE reports, presentations, and client deliverables that communicate findings, adjustments, and key financial insights.
• Evaluate revenue, earnings, working capital, cash flow, and balance sheet accounts to assess the financial performance and health of target businesses.
• Conduct detailed financial analyses and research to support engagement teams throughout the transaction process.
• Collaborate with engagement teams to gather and organize client data, perform testing procedures, and meet project deadlines.
• Participate in client meetings and management interviews while developing relationships with clients and key stakeholders.
• Contribute to multiple engagements simultaneously while maintaining accuracy, organization, and attention to detail.
• Stay current on industry trends, accounting developments, and transaction advisory best practices to enhance technical knowledge and client service.
• Support a collaborative team environment through knowledge sharing, professional development, and a commitment to delivering high-quality client service.
• Travel to client sites and firm offices as needed to support engagement requirements.

Skills

Analytical skills

Leadership

Communication

Education

Bachelor’s degree in Accounting/Finance

Tools

Microsoft Office Suite

Job description

Grassi is seeking a Transaction Advisory Senior Associate focused on Financial Due Diligence to join our team in multiple office locations including Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. This role offers the opportunity to work on buy-side and sell-side engagements with QoE analyses and client deliverables.

The ideal candidate holds a Bachelor's in Accounting/Finance, 1+ year of Transaction Advisory experience (3+ total years), CPA