Senior Associate, Transaction Advisory Services

Responsibilities

• Compiling and analyzing historical financial data/financial statements provided by the buyer and/or seller.
• Commenting on client sellers and client targets’ financial operating results and financial position by highlighting significant business profitability trends and overly aggressive accounting policies.
• Understanding customer and vendor trends and other key transaction risk considerations.
• Proactively participating in meetings with Aprio client service team and management of client.
• Analyzing the cash flow impact of capital expenditures and working capital trends and changes.
• Creating and designing tailored transaction advisory reports addressing significant transaction consideration matters and issues.
• Continuously fostering relationships with coworkers (through all services lines and industry groups of Aprio) and clients (both strategics and private equity).
• Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community.
• Traveling approximately up to 15% of the time while upholding Aprio’s values and reputation.

Qualifications

• Bachelor’s degree in accounting or finance
• Licensed CPA is a plus
• Understanding and applying Excel, PowerPoint and Word skills
• Demonstrating poise working with private equity and corporate executives
• Positive attitude, strong work ethic and excellent interpersonal and relationship building skills
• Working effectively and personably with a diverse group
• Strong written and verbal communication and presentation skills…