Advisory Senior Associate

Calvetti Ferguson • Houston, TX

1d • Onsite

About The Position

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. In your role as an Advisory Senior Associate, you will support our Advisory team as we provide strategic guidance, technical advice, and support high-growth and ambitious entrepreneurs and clients in venture capital, private equity, private middle-market enterprise, and global corporations across diverse industries. Advisory Senior Associates at Calvetti Ferguson are valued team members and leaders across a diverse range of project areas including mergers, acquisitions, and divestitures, valuations, technical accounting and reporting, governance, risk, and controls, and technology advisory. A successful Advisory Senior Associate: Seeks to build a diverse and dynamic set of differentiated skills and experiences while developing professionally and personally in a high-performing team Is entrepreneurial, optimistic, views challenges as opportunities and wants to be part of a high-growth business, practice, and team Is agile, adaptive, and comfortable in dynamic and fast-paced environments, including excellent project management and organization skills Is curious, asks insightful questions, and seeks to acquire new skills, experiences, and understanding of the industries and businesses of each client and project Thinks critically, organizes, analyzes and interprets data efficiently and effectively Possesses excellent interpersonal and relationship building skills with teammates, colleagues, and clients to develop and foster trust, commitment, and collaboration Aspires to develop business development skills, firm, practice, and personal branding and be a firm representative in industry and community events Engagements include: Buy-side and Sell-side Due Diligence and Quality of Earnings Entity and Asset Valuations Transaction Readiness Technical Accounting & Financial Reporting Advisory Governance, Risk, and Control Advisory, including SOX and Internal Audit Technology Advisory, including SOC Reports, Cyber Risk and Automation

Requirements

• A Bachelor’s degree in Accounting or Finance.
• Pursuing Certified Public Accountant (CPA) designation
• At least two (2) years’ professional experience in external audit, transaction diligence, or internal controls advisory.
• Experience with a Big 4 or other industry-leading CPA firm is an added advantage.

Responsibilities

• Support our Advisory team as we provide strategic guidance, technical advice, and support high-growth and ambitious entrepreneurs and clients in venture capital, private equity, private middle-market enterprise, and global corporations across diverse industries.
• Serve as a leader across a diverse range of project areas including mergers, acquisitions, and divestitures, valuations, technical accounting and reporting, governance, risk, and controls, and technology advisory.
• Engage in Buy-side and Sell-side Due Diligence and Quality of Earnings.
• Perform Entity and Asset Valuations.
• Assist with Transaction Readiness.
• Provide Technical Accounting & Financial Reporting Advisory.
• Offer Governance, Risk, and Control Advisory, including SOX and Internal Audit.
• Conduct Technology Advisory, including SOC Reports, Cyber Risk and Automation.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 11-50 employees