Transaction Advisory Senior Consultant
About The Position
Elliott Davis Advisory, LLC’s Transaction Advisory Services practice provides financial and tax due diligence, primarily supporting buy-side and sell-side transactions for private equity funds, mezzanine funds, and strategic buyers. The Senior Consultant performs and assists with due diligence engagements, analyzes financial and operational information, and develops tailored reports addressing transaction-related issues. The role involves working with target management and clients, communicating findings, collaborating with internal teams, and helping deliver engagements efficiently. Travel to client locations may be required. The position requires at least three years of audit or transaction services experience and a bachelor’s degree. A current CPA license and experience at a Big 4, national, or large regional firm are preferred. The stated salary range is $77,000 to $130,000 per year, with compensation dependent on factors including experience, skills, qualifications, and work location.
Requirements
- At least three years of experience in audit or transaction services.
- Bachelor’s degree from an accredited college or university.
- Excellent analytical and Microsoft Excel skills.
- Strong verbal and written communication skills.
- Aptitude toward business development.
- Ability to thrive and adapt in a fast-paced, dynamic environment.
- Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues.
- Ability to manage multiple responsibilities simultaneously.
- Superior client service focus.
- Ability to travel to client locations as required.
Nice To Haves
- Current licensed CPA.
- Experience with a Big 4, national, or large regional firm.
Responsibilities
- Perform and assist in buy-side and sell-side due diligence engagements for private equity funds, mezzanine funds, and strategic buyers.
- Analyze large volumes of data and prepare Excel data books, with emphasis on quality of earnings, debt and debt-like items, and net working capital analysis.
- Evaluate target companies’ financial and operational trends and challenge target assumptions.
- Assist with and lead sections of due diligence meetings with target management.
- Create tailored reports addressing key issues, including normalized earnings, financial reporting, working capital trends, and indebtedness.
- Communicate due diligence findings clearly and confidently in verbal discussions and written reports.
- Collaborate with teams to support timely and efficient delivery of work products.
- Develop and strengthen productive working relationships with client personnel.
- Collaborate with other Elliott Davis team members.
Benefits
- Medical, dental, and vision insurance.
- 401(k) plan with company contributions.
- Generous time away and paid firm holidays, including the week between Christmas and New Year’s.
- Flexible work schedules.
- 16 weeks of paid maternity and adoption leave.
- 8 weeks of paid parental leave.
- 4 weeks of paid caregiver leave once eligible.
- Wellness coaching and mental health counseling.
- One-on-one professional coaching.
- Leadership and career development programs.
- Access to the Beyond program, offering personal and professional experiences.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
