Associate

What You’ll Do

• Analyze balance sheets, P&Ls, and cash flow to assess business performance and sustainability
• Evaluate working capital, AR/AP, and inventory trends to identify risk and deal considerations
• Perform targeted financial testing to validate key assumptions
• Build and interpret financial analyses, exhibits, and models used in transaction decisions
• Support diligence on behalf of: Buyers evaluating acquisitions, Lenders assessing loan risk
• Create clear, client-ready deliverables that translate data into actionable insights
• Present findings to internal teams and external stakeholders

What Makes This Opportunity Different

• More exposure in 6 months than 2–3 years in traditional accounting roles
• Work directly on transactions and high-impact decisions
• High-touch, boutique environment (small team, real ownership)
• Strong work-life balance vs. traditional deal environments
• Opportunity to grow into a trusted financial advisor, not just an accountant

Who We’re Looking For

• Candidates who go beyond traditional audit
• Active CPA license strongly preferred
• 2–4 years of experience in Big 4 or similar public accounting / consulting environment
• Experience that includes analysis, problem-solving, or advisory
• Strong understanding of financial statements and how businesses operate
• Exposure to: Financial analysis, modeling, or transaction-related work (preferred), Working capital, AR, or inventory analysis (a plus)
• Clear, confident communicator who can present financial insights effectively
• Calm, professional presence in client environments
• Thrives in environments where: You are pushed to learn quickly, You take ownership early, You are expected to think critically, not just execute

What Will Set You Apart

• Experience in Deals Advisory, Transaction Services (TAS), or consulting
• Background in manufacturing or inventory-heavy industries
• Demonstrated ability to turn analysis into insight and recommendations
• Experience working directly with clients or stakeholders in high-stakes situations

What You’ll Gain

• Direct exposure to buyers, investors, and lenders
• Deep understanding of how transactions work end-to-end
• Accelerated development in financial analysis and business judgment
• A team that prioritizes growth, mentorship, and long-term development

Compensation & Benefits

• Competitive base salary plus the opportunity for discretionary annual bonus
• Stock purchase plan
• Medical plans
• Prescription drugs
• Dental
• Vision
• Family assistance program
• Flexible spending account (FSA)
• Housing savings account (HSA)
• Pre-tax parking plan
• 401(k)
• Life/AD&D insurance
• Accident insurance
• Critical illness insurance
• Hospital indemnity insurance
• Long-term care insurance
• Short-term disability insurance
• Long-term disability insurance
• Business travel accident insurance
• Identity theft protection
• Paid time off
• Flexible work options
• Paid holidays
• Sabbatical
• Gift matching
• Well-being stipend
• Personal and professional development