Advisory Senior Associate

Calvetti Ferguson - Experienced ProfessionalsHouston, TX
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.

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.

Nice To Haves

  • 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 valued team member and 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.
  • Contribute to Technology Advisory, including SOC Reports, Cyber Risk and Automation.
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