Transaction Advisory Senior Associate, Operations

$110,000 - $130,000/Yr

Withumsmith+Brown - Orange, CA

Full-time - Mid Level

Orange, CA

Professional, Scientific, and Technical Services

About the position

The Senior Associate in Transaction Advisory at Withum plays a crucial role in managing project work related to operations consulting and merger integrations. This position involves driving project management efforts throughout various stages of the merger integration process, ensuring that clients are supported in achieving operational synergies and aligning their operating models with long-term business strategies.

Responsibilities

• Managing multiple work streams at any given time
• Process mapping and reengineering to bring recommended solutions to the table
• Creating and presenting data analysis including benchmarks and opportunities for improvement
• Participating in management discussions regarding business performance
• Identifying and supporting the realization of operational synergies in the merger integration phases
• Supporting clients to inform and shape the integration roadmap, including changes required to the operating model to support the long-term business strategy

Requirements

• A bachelor's degree in Accounting or Finance
• 2+ years of related M&A work experience
• Active CPA certification or in the process of obtaining one
• High proficiency in Excel and PowerPoint
• Effective communication skills both internally and externally
• Excellent analytical skills and the confidence to translate complex data into meaningful insights
• Financial modeling skills a plus
• A proven record of excellence in data analysis and visualization
• The ability to prioritize effectively on projects
• Operational consulting or project management experience
• Experience gained within another large professional services organization
• Public accounting experience
• Working knowledge of US GAAP and SEC reporting
• The desire to be a long-term contributor to a dynamic team

Nice-to-haves

• Experience in financial modeling
• Experience in operational consulting
• Experience in project management

Benefits

• Competitive benefits package
• Bonus program based on individual and firm performance