Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Deal Ownership & Execution: Build and own financial models, acquisition memos, board decks, LOI drafts and other related deal analyses. Coordinate cross-functional due diligence and communicate findings and impacts.
- Pipeline Management & Responsiveness: Deliver high-quality work on tight timelines. Manage deal timelines, pipeline reporting, and coordination with broader deal team.
- Cross-Functional Leadership & Stakeholder Engagement: Serve as primary contact for sellers and internal stakeholders on assigned deals. Represent Corporate Development in pipeline reviews, executive touchpoints, and cross-functional forums.
- Strategic Thinking & Judgment: Form and communicate an independent point of view on deal rationale, risks, and valuation. Stay attuned to trends across accounting, advisory, law, and RIAs.
- Team & Culture Contribution: Promote a culture of urgency, precision, and discretion. Identify and improve process bottlenecks across the deal execution framework.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related business field
- Minimum of 5 years of experience in M&A, transaction advisory, investment banking, or a related field
- High proficiency with MS Excel and PowerPoint. Experience with AI platforms, including Claude, a plus
- Excellent quantitative, written, communication, and presentation skills
- Strong organizational skills and attention to detail with the ability to manage multiple concurrent transactions
- Team player with exceptional communication skills
- Self-motivated, entrepreneurial, and demonstrated ability to succeed in a fast-paced work environment
- Comfortable operating autonomously while knowing when to escalate to Directors or senior leadership
- Must be able to travel based on business needs