Transaction Services Senior Analyst

610 UHY Advisors National Specialty Services, Inc.

Maplewood (MO)

On-site

USD 70,000 - 100,000

Full time

2 days ago

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Benefits offered by this job

Health insurance

401(k) retirement plans

Paid time off (PTO)

Dental and vision coverage

Job summary

610 UHY Advisors National Specialty Services, Inc. conducts buy- and sell-side financial due diligence for middle-market clients. The role collaborates with senior team members, collects financials, and performs analyses to support advisory conclusions and client decisions.

We value mentorship and leadership, with opportunities to involve capital-raising and restructuring transactions as part of advisory engagements.

Qualifications

Bachelor’s degree in accounting and/or finance with strong academic performance.
2–3 years of audit, corporate finance, or transaction advisory experience.
CPA designation is preferred.

Responsibilities

Execute financial due diligence (buy-side and sell-side) engagements.
Collect financial information from target and manage diligence requests.
Perform financial analyses including margin and trend assessments.
Prepare deal analyses (Quality of Earnings, Net Working Capital, Debt).
Write reports and present findings to clients.
Mentor and supervise junior team members; engage with clients.

Skills

Financial due diligence

Quality of Earnings

Cash flow analysis

Margin analysis

Client advisory

Mentorship

Report writing

Education

Bachelor’s degree in accounting/finance

CPA designation (preferred)

Job description

JOB SUMMARY

This role will be focused on performing buy- and sell-side financial due diligence services on behalf of a broad range of financial and strategic buyers & sellers as well as privately-held business owners (sell-side diligence) within the dynamic middle market. Given the entrepreneurial nature and structure of our firm, current employees enjoy the opportunity to progress their career at their own pace.

JOB DESCRIPTION

Execute financial due diligence (buy-side and sell-side) engagements including:

Working collaboratively with senior team members, clients, and target business management teams
Collecting financial information from the target business / managing the diligence request list
Performing financial analyses on the target business (margin assessments, trend analysis, price volume analysis, cash proofs, key data reconciliations, etc.)
Actively participate in management discussions and correspondence
Prepare key deal analyses (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.)
Writing reports and supporting delivery of findings to clients
Cultivate key client relationships through advisory work
Provide leadership, mentorship, and supervision to junior team members
Exposure to transactional support for capital raising, restructuring, and traditional sell-side investment banking transactions and strategies

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 to 15 pounds at a time

Travel Required

Some travel may be required to client sites during engagements

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

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.