Transaction Services Senior

Uhy Llp; New York (NY); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) retirement plans

Generous paid time off (PTO)

Job summary

A leading professional services firm in New York is seeking a Transaction Services Senior to lead financial due diligence and M&A advisory engagements. This role involves analyzing financial statements, developing financial models, and preparing reports for clients. Candidates should have a Bachelor's degree in accounting or finance with 2-3 years of experience in audit or transaction advisory. The firm offers a collaborative work environment and attractive compensation packages.

Qualifications

• 2 – 3 years of audit / corporate finance / transaction advisory service experience.
• Strong academic performance in relevant field.

Responsibilities

• Lead buy-side and sell-side due diligence for transactions.
• Analyze financial statements and assess transaction risks.
• Develop financial models and valuation analyses.

Skills

Financial analysis

M&A advisory

Due diligence

Education

Bachelor’s degree in accounting and/or Finance

Certified Public Accountant (CPA)

Job description

# **JOB SUMMARY**As a Transaction Services Senior you will lead financial due diligence (FDD) and M&A advisory engagements. As a key player in our Transaction Advisory Services (TAS) team, you will work closely with private equity firms, corporate clients, and investment banks to provide data-driven insights that drive strategic decision-making.# **JOB DESCRIPTION*** Lead **buy-side and sell-side due diligence** for mergers, acquisitions, and divestitures* Analyze **financial statements, revenue trends, and operational performance** to assess transaction risks Identify key **deal risks, financial adjustments, and quality of earnings (QoE) insights*** Identify **quality of earnings (QoE), working capital adjustments, and key financial drivers*** Develop and review **financial models, projections, and valuation analyses*** Prepare **comprehensive reports and presentations** summarizing findings for clients and senior executives* Work directly with **executives, investment teams, and cross-functional stakeholders** to structure deals* Assist in **post-transaction integration planning and financial structuring*** Mentor and develop junior staff, providing technical guidance and training**Supervisory responsibilities*** None**Work environment*** Work is conducted in a professional office environment with minimal distractions**Physical demands*** Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time* Must be able to lift up to 15 pounds at a time**Travel required*** Travel may be frequent and unpredictable, depending on client’s needs**Required education and experience*** Bachelor’s degree in accounting and/or Finance with strong academic performance* 2 – 3 years of audit / corporate finance / transaction advisory service experience**Preferred education and experience*** Certified Public Accountant (“CPA”) designation preferred**Other duties**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.# **WHO WE ARE**UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER****POSITIVE WORK ENVIRONMENT**Enjoy a collaborative and supportive work environment where teamwork is valued.**ATTRACTIVE COMPENSATION PACKAGES**Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.**COMPREHENSIVE BENEFIT PACKAGE**Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.# **WHO WE ARE**UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER**## POSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.## ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.## COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.