We are looking for a Transaction Services Associate to join the team. The role involves supporting financial due diligence engagements for buyers and sellers across middle-market companies in various industries. Key work includes assessing recurring earnings, analyzing revenue and cost drivers, and identifying balance sheet risks.
Key Responsibilities
- Assist Seniors, Managers, and Partners in conducting financial due diligence engagements
- Perform analytical review of financial data and identify key trends and insights
- Prepare databooks and support data management activities
- Draft due diligence reports for internal review
- Analyze revenue, cost drivers, and working capital components
- Identify financial risks and potential deal issues
- Conduct research on accounting and transaction-related matters
- Manage multiple tasks and deadlines in a fast-paced environment
Qualifications
- Bachelors or Masters degree in Accounting, Finance, or related field; CA/ACA preferred
- 13 years of relevant experience in Transaction Advisory / Financial Due Diligence / Assurance
- Strong analytical and problem-solving skills
- Good understanding of financial statements and accounting concepts
- Proficiency in Microsoft Excel, Word, and PowerPoint
Key Skills
- Financial Due Diligence (FDD)
- Data analysis and databook preparation
- Financial statement analysis
- Report writing and presentation
- Strong communication and interpersonal skills
- Ability to work independently and in a team
This job is provided by Shine.com