Transaction Advisory Services Senior Associate

Weaver • Houston, TX

2d • Hybrid

About The Position

Weaver is looking for a Transaction Advisory Services Senior Associate to join our growing firm. This individual will assist with financial due diligence projects for our clients. A Senior Associate takes ownership of projects under the supervision of more experienced team members, including performing analysis of complex and often voluminous information, and preparing concise reports. This individual will build analysis from source documents, understand the quality and deliverable expectations for each client, and assist in preparing agendas, schedules, and exhibits. The ideal candidate will have the ability to establish trust with the client, and maintain good working relationships and communication with client personnel and teammates. This opportunity provides an excellent platform for a qualified candidate to further develop technical skills surrounding change of control events such as refinancing, acquisitions, mergers, etc. in service to our private equity and strategic clients. They will assist in identifying deal issues and other adjustments impacting reports, and draft certain portions of client deliverables. The ideal candidate has leadership qualities and is deadline-oriented with strong business writing and interpersonal skills.

Requirements

• Bachelor’s degree in Accounting or related field
• CPA candidate
• 3+ years of experience in transaction advisory services/financial due diligence, or public accounting, or equivalent professional experience
• Thorough understanding of financial statements
• Advanced understanding of financial reports, transaction cycles, and business processes

Nice To Haves

• Master’s degree in Accounting or related field
• CPA
• Ability to mentor and help develop less experienced staff
• Project Management experience
• Team orientation
• Strong interpersonal skills

Responsibilities

• Assist with financial due diligence projects for clients.
• Take ownership of projects under the supervision of more experienced team members.
• Perform analysis of complex and often voluminous information.
• Prepare concise reports.
• Build analysis from source documents.
• Understand the level of quality and deliverable expectations for each client.
• Assist in preparing agendas, schedules, and exhibits.
• Establish trust with the client, and maintain good working relationships and communication with client personnel and teammates.
• Identify deal issues and other adjustments impacting reports.
• Draft certain portions of client deliverables.

Benefits

• Competitive health benefits, such as medical, dental, vision, disability, life insurance
• 401(k) plan
• Flexible scheduled time off (STO)
• Minimum of 56 hours of sick and safe leave
• 11 holidays
• 2 scheduled recharge days
• In-house CPE and learning opportunities through our internal Learning & Development department
• Multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth

What This Job Offers

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