Transaction Services Senior Analyst

Socket.dev; Maplewood, St. Louis (TN, MO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Positive work environment

Competitive compensation

Benefits package

Job summary

UHY is a leading professional services firm focused on the dynamic middle market, providing audit, tax, consulting and advisory services. This role centers on performing buy-side and sell-side financial due diligence for a broad range of clients while offering opportunities to advance within the firm.

Ideal candidates have a bachelor’s in accounting or finance with strong academics, 2–3 years in audit, corporate finance, or transaction advisory, and CPA designation is a plus.

Qualifications

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

Responsibilities

• Perform financial due diligence engagements (buy-side and sell-side).
• Collaborate with senior team, clients, and target management.
• Collect financial information and manage diligence requests.
• Conduct margin, trend, cash proofs and data reconciliations analyses.
• Prepare key deal analyses and write client reports.
• Mentor and supervise junior team members on engagements.
• Support capital raising, restructuring and related advisory work.

Skills

Financial due diligence

Financial analysis

Client advisory

Mentorship

Education

Bachelor’s degree in accounting and/or 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.