Transaction Advisory Services Senior Associate

Eide Bailly LLP•Minneapolis, MN
•Hybrid

About The Position

The Transaction Advisory Services Senior Associate conducts company-specific financial due diligence for clients considering growth through acquisitions. The role assists with financial models, due diligence, deal presentation materials, and standardizing models, processes, and procedures. It involves explaining accounting, finance, tax, and operational risks and opportunities identified during diligence to clients and target companies, determining the scope of upcoming projects, and attending regional and local networking events to promote Eide Bailly.

Requirements

  • Bachelor's degree in Accounting, Finance, Economics, or a related field.
  • 3+ years of experience in audit or transaction advisory services.
  • Inquisitiveness and ability to work through complex accounting and operational topics impacting a business.
  • Commitment to exceptional client service.
  • Ability to see the big picture, perform analytics, and identify opportunities in details.
  • Ability to manage multiple projects and ensure timely delivery and quality work.
  • Must be authorized to work in the United States now or in the future without visa sponsorship.

Nice To Haves

  • Has begun creating, or is interested in creating, a professional network related to transaction advisory, private equity, and/or investment bankers.

Responsibilities

  • Conduct company-specific financial due diligence for clients considering acquisitions.
  • Assist in preparing financial models, due diligence, and other materials used in presentations and to support deals.
  • Assist in standardizing models, processes, and procedures.
  • Explain accounting, finance, tax, and operational risks and opportunities identified during diligence to clients and target companies.
  • Determine the scope of the next project.
  • Attend regional and local networking events to promote Eide Bailly.

Benefits

  • Generous paid time off.
  • Comprehensive medical, dental, and vision insurance.
  • 401(k) profit sharing.
  • Life and disability insurance.
  • Lifestyle spending account.
  • Certification incentives.
  • Education assistance.
  • Referral program.
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