Our Transaction Advisory Services team advises private equity investor groups and strategic corporate buyers across the transaction lifecycle. We assist our clients in evaluating strategic fit and key financial reporting considerations for potential mergers and acquisitions, including executing on financial due diligence, understanding financial reporting implications of proposed transaction structures, and identifying key value drivers. We work closely with our client’s accounting, strategic finance and corporate development teams in developing assumptions used in deal models and assessing achievability of forecasts.

We also serve as trusted advisors in assessing and concluding on proper accounting for transactions through preparation of ASC 805 technical accounting memorandums, preparation of opening balance sheets, and preparation of pro forma financial statements for SEC reporting purposes. We assist our clients in evaluating the proper accounting for highly judgmental financial reporting areas, such as complex earn-out arrangements, equity instruments issued to sellers, and share-based awards issued to target companies’ employees.

Our TAS group works closely with clients in assessing and concluding on financial reporting considerations for large financing transactions, including preferred stock issuances and convertible debt offerings, often executed in conjunction with other strategic transactions.

Responsibilities

Strong candidates for this role will have 4+ years of experience in audit, transaction advisory services and/or accounting advisory services with a focus on M&A transactions. Given the high-growth nature of our client, our TAS professionals will need to be able to be technical about business combination accounting, analytical when assessing the strategic fit of potential acquisitions and able to work with internal and external clients. Work with innovative companies, partner with the C-suite, become a trusted advisor, and opportunity for growth!

Desired Skills and Experience

• 4+ years of public accounting experience, Big 4 is highly preferred
• Experience with financial modelling and due diligence
• Knowledge of ASC 606 and ability help our clients understand achievability of revenue forecasts
• Strong knowledge of ASC 805, ASC 470, ASC 480 and ASC 815
• Able to analyze ratios and models to evaluate company performance
• Able to work as part of a team, or be an individual contributor
• Able to present and lead discussions with senior-level personnel
• Takes ownership for outcomes and results on projects
• Ability to quickly adapt to client’s changing priorities
• Excellent verbal and written communication skills
• CPA or CFA highly preferred

If you have the above skills and abilities, we want to hear from you! Our TAS professionals partner with some of the most exciting and innovative leaders and companies. Additionally, our consultants enjoy top notch training and development, the feel and perks of a startup culture where you can make a meaningful impact on Day 1, and excellent work-life balance!