Senior Accountant, Mergers & Acquisitions

Crete Professionals Alliance • St. Paul, MN

16h • Onsite

About The Position

Senior Accountant Transactions – Mergers and Acquisitions Job Description Who We Are Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US accounting firms based on cumulative revenue. With over 30 member firms, several deals under LOI, and substantial committed capital, Crete PA is poised to shortly become equivalent to a top 20 firm in terms of aggregate revenue, with ambitions to expand into a multi-country platform. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability. Our newest addition to the Crete Professionals Alliance family is hiring! Summary: The Senior Accountant role puts motivated young professionals on teams positioned at the forefront of growth for our clients and the firm. We are seeking a highly energetic Senior Accountant who can be instrumental in servicing clients and helping grow the Transaction Advisory / Financial Due Diligence team. Applicants should expect an exciting fast-paced and dynamic work environment that provides significant responsibility and development opportunities. As a key member of the M&A team, you will play an integral role in projects that will lead to firm growth and client success while gaining extensive exposure to senior management of clients and acquisition targets in multiple industries experiencing exciting high growth opportunities. The Senior Accountant is responsible for helping with projects related to Quality of Earnings (Q of E) reports. The Senior Accountant will prepare financial models, financial reports, reconcile tax returns, financial statements and payroll reports back to client data. The Senior Accountant works closely with firm partners, firm managers, and staff in both the Tax and Audit practice areas of the firm as well as clients on deals that they are assigned.

Requirements

• 3+ years of experience within public accounting (tax & financial statement preparation or auditing)
• Previous experience leading projects
• Advanced knowledge of Microsoft Excel
• Ability to work in a dynamic & fast paced environment with multiple projects / deadlines
• Ability to work in office 5 days a week (same as rest of the team)
• Proven track record of problem solving
• Energetic & continuous learning attitude
• Eagerness and willingness to learn and push when necessary to meet deadlines o Average week is 45 - 50 hours
• History of progression & growth
• Team mentality
• Good attention to detail
• Demonstrated ability to communicate with clients and team members throughout all levels of organization
• Strong organizational skills
• Bachelor’s degree or higher in Accounting

Nice To Haves

• CPA designation preferred

Responsibilities

• Assist in execution of buy-side and sell-side financial due diligence on behalf of private equity clients by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis
• Ensure accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information
• Participate in meetings and calls with target company management and clients
• Prepare and analyze financial statements
• Assist in the preparation of financial models and excel databook for due diligence reports
• Data gathering, document review and preparation of quality of earnings reports
• Help conduct interviews with personnel of acquisition targets
• Analyze historical financial statements and evaluate operational and industry trends to identify sustainable earnings
• Prepare reconciliations and reports related to historical financials, tax returns and bank statements
• Research and analyze accounting documents
• Interpret and apply accounting policies and procedures
• Demonstrates curiosity and proactively seeks information to support continuous growth by asking thoughtful questions and actively engaging in learning to seek clarity and pursue deeper insights

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level