Associate - Mergers and Acquisition (M&A)

Job summary

Lead and execute mid-market and private company M&A transactions from initial valuation to final closing. Manage client relationships and prepare critical transaction materials including financial models, CIMs, and marketing pitches.

Job details

Lead and execute mid-market and private company M&A transactions from initial valuation to final closing. Manage client relationships and prepare critical transaction materials including financial models, CIMs, and marketing pitches. Requires a minimum of 3 years of experience in audit or transaction advisory and a CPA designation. Must hold an undergraduate or graduate degree in accounting, finance, or business administration.

What you’ll do

Lead and execute mid-market and private company M&A transactions from initial valuation to final closing. Manage client relationships and prepare critical transaction materials including financial models, CIMs, and marketing pitches.

Requirements

Requires a minimum of 3 years of experience in audit or transaction advisory and a CPA designation. Must hold an undergraduate or graduate degree in accounting, finance, or business administration.

Benefits

• Group Insurance
• Health Spending Account
• Savings Plans
• Employer Contribution Matching
• Virtual Healthcare Network
• Employee and Family Assistance Programs
• Mental Health Consultations
• Annual Health & Well-being Program
• Competitive Performance Bonus
• Tuition Reimbursement
• Professional Dues Reimbursement
• CFE Leave Financial Support
• Academic Incentives
• Talent Referral Bonus
• Client Referral Bonus
• Concierge Nannying, Babysitting, and Tutoring Service
• Annual Employee Rewards and Recognition

Listed skills

• Microsoft Excel · Preferred
• Team Leadership · Preferred
• Microsoft Word · Preferred
• Financial analysis · Preferred
• Accounting · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• M&A Transaction Execution
• Financial Modeling
• Valuation Analysis
• Due Diligence
• Client Relationship Management
• CIM Preparation
• Discounted Cash Flow
• GAAP
• Strategic Advisory
• Business Development
• Team Leadership
• Financial Analysis
• Excel
• PowerPoint
• Word
• Accounting

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership

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