Senior Analyst, Transaction Advisory Services

Bober Markey Fedorovich•Cleveland, OH

7d•Hybrid

About The Position

Our clients chose our team of TAS professionals to provide proactive advice from planning to close, helping them stay the course through the transaction process and maximizing the value of the transaction for them. As a Senior Analyst in our Transaction Advisory Services division, you will be a pivotal member of the team performing financial diligence project work.

Requirements

Intermediate understanding of economics, financial theory and principals of accounting.
Strong attention to detail, accuracy and reliability.
Strong written and verbal communication skills with the ability to work effectively as a team player.
The ability to work independently, multi-task and proactively communicate.
Possesses high standards of work output, delivers on commitments and takes initiative.
Problem-solving and analytical skills with the ability to take ownership of projects producing high quality results.
Excellent organizational skills with the ability to prioritize and manage multiple tasks.
Highly proficient in Microsoft Excel and other Microsoft Office products) and focus on using technology to improve processes.
Entrepreneurial approach with a technical curiosity.
2 - 4 years of previous public accounting, corporate finance, or other relevant business experience.
Bachelor's degree in accounting or finance.
Candidates must meet educational requirements to sit for and obtain CPA or CFA license.

Nice To Haves

CPA or CFA licensed a plus.
Other accounting related credentials are welcome (i.e., ABV, CVA, CFF, CFE, CM&AA, CFA)

Responsibilities

Gathering and managing data pertinent to the engagement, analyzing and inputting the data into financial models, and communicating the status of data with other members of the department.
Performing in depth economic and industry research on a wide array of different industries.
Analyzing target company data in support of financial due diligence engagements while developing a thorough understanding of business processes, key risk areas, and strengths and weakness of the target company.
Benchmarking, financial analysis, identification potential irregularities, etc.
Project management.
Development of client deliverables.
Performing ad hoc projects as needed.

Benefits

Highly competitive compensation and benefits packages
Ongoing training and professional development on the latest technical issues
Energetic culture that encourages advancement and promotion
Teleflex work arrangements
4 weeks PTO
10 paid holidays
401(k) match
Firm-paid benefits include dental, vision, short term disability and life insurance
Comprehensive health insurance options heavily subsidized by firm
Casual dress code
Robust CPA benefits, including an additional 10 paid days off to study
CPA bonus upon completion
Annual performance bonus
Annual loyalty bonus
Firm sponsored sports teams