Transaction Advisory Associate (In-Person)

Maxwell Locke & Ritter • Austin, TX

3d • Onsite

About The Position

As a transaction advisory associate, you will be a key member of buy-side and sell-side deal teams, utilizing your Microsoft Excel skills to compile and analyze target company financial data. You will participate in discussions with key executives and decision makers and help identify potential issues important to our clients’ investment decisions. Professional writing skills and the ability to clearly document findings are vital to your success in this role. This Austin-based, in-office position presents a unique opportunity for accelerated professional development in a team-oriented group with no travel expectations.

Requirements

• Minimum of 2 years of experience in public accounting (preferably Big 4, national, regional or large local firm)
• CPA, CFA, or eligible to sit for CPA or CFA exam
• Ability to work in-person at our downtown Austin office
• Strong Excel skills
• Highly motivated team player
• Strong written and verbal communication skills
• Aptitude for project management
• Exposure or some experience with M&A transactions and Quality of Earnings reports

Nice To Haves

• Experience with quality of earnings (QoE) analysis preferred
• Experience with recurring revenue software companies preferred

Benefits

• PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
• Paid parental leave and paid bereavement leave
• Annual bonus through profit-sharing plan
• 401(k) plan including profit-sharing contribution
• Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
• Employee assistance program
• Continuing professional education
• Hybrid, flexible scheduling
• Employees must work a minimum of 30 hours a week to be eligible for the following benefits: Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees