Transaction Advisory Senior Associate

Grassi • Wayne, PA

2d • $90,000 - $110,000 • Hybrid

About The Position

We are currently seeking a Transaction Advisory Senior Associate focused on Financial Due Diligence to join our team in any of the following office locations: Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum of 1+ years of Transaction Advisory experience, and 3+ total years of relevant experience
• CPA license required
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite and relevant software
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Nice To Haves

• Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered

Responsibilities

• Supporting buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements by performing analyses and assisting in the evaluation of transaction opportunities
• Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and other factors impacting transaction outcomes
• Assisting in the preparation of QoE reports, presentations, and client deliverables that communicate findings, adjustments, and key financial insights
• Evaluating revenue, earnings, working capital, cash flow, and balance sheet accounts to assess the financial performance and health of target businesses
• Conducting detailed financial analyses and research to support engagement teams throughout the transaction process
• Collaborating with engagement teams to gather and organize client data, perform testing procedures, and meet project deadlines
• Participating in client meetings and management interviews while developing relationships with clients and key stakeholders
• Contributing to multiple engagements simultaneously while maintaining accuracy, organization, and attention to detail
• Staying current on industry trends, accounting developments, and transaction advisory best practices to enhance technical knowledge and client service
• Supporting a collaborative team environment through knowledge sharing, professional development, and a commitment to delivering high-quality client service
• Traveling to client sites and firm offices as needed to support engagement requirements

Benefits

• Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level.
• Medical, Dental, and Vision Insurance
• employer contribution to life insurance
• 401(k) plan
• ESOP
• client and employee referral bonus program.
• Continuing Professional Education (CPE) opportunities, including both technical and soft skills training.
• Discounted gym memberships
• various wellness initiatives and programs such as the CALM app

What This Job Offers

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