Transaction Advisory Senior Associate – Financial Services Job

Get out of the busy season grind, get in front of the clients, and put those number-crunching, detail-oriented skills to use advising clients on their M&A/Transaction Advisory Activities.  As part of RSM’s Transaction Advisory Team, you will be working directly with firm leaders and client executives to provide financial due diligence of middle-market US and international businesses. The Transaction Support Service Line offers our clients assistance with M&A activities, buy-side due diligence, sell-side due diligence, and working capital assistance.

How You Will Spend Your Day:

• Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
• Performs Financial Due Diligence for Private Equity and Strategic Clients to help evaluate their acquisition decisions and financing requirements
• Assists in preparation of Client Deliverables and Analysis
• Interacts with the other functional areas of the practice including tax, audit and other consulting practices
• Assists in preparing proposals and engagement letters
• Represents the firm in community activities and professional associations

Ideal Candidate:

• Bachelor’s Degree in Accounting and/or CPA
• Minimum of three “busy seasons” in an audit practice (or Transaction Support) at a national public accounting firm
• Ability to travel 25-30% overnight
• A self-starter who is confident when interacting with clients, internal team members, and firm leadership
• Possess a good balance of strong audit skills and business acumen
• Always meets deadlines
• Applies critical thinking and problem solving skills on a daily basis
• Evaluated as exceptional performer in current position