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Transaction Advisory Associate (In-Person)

Maxwell Locke & Ritter LLP · Austin, TX · 4 mo ago
On-siteEducationFull-time

About the role

As a transaction advisory associate, you will be a key member of buy-side and sell-side deal teams, utilizing your Microsoft Excel skills to compile and analyze target company financial data. You will participate in discussions with key executives and decision makers and help identify potential issues important to our clients’ investment decisions. Professional writing skills and the ability to clearly document findings are vital to your success in this role. This Austin-based, in-person position presents a unique opportunity for accelerated professional development in a team-oriented group with no travel expectations.

Responsibilities

  • Utilize Microsoft Excel skills to compile and analyze target company financial data
  • Participate in discussions with key executives and decision makers
  • Identify potential issues important to clients' investment decisions
  • Write clearly and document findings effectively

Requirements

  • Minimum of 2 years of experience in public accounting (preferably Big 4, national, regional or large local firm)
  • Experience with quality of earnings (QoE) analysis preferred
  • CPA, CFA, or eligible to sit for CPA or CFA exam
  • Ability to work in-person at our downtown Austin office
  • Strong Excel skills
  • Highly motivated team player
  • Strong written and verbal communication skills
  • Aptitude for project management
  • Exposure or some experience with M&A transactions and Quality of Earnings reports
  • Experience with recurring revenue software companies preferred

Qualifications

We have a strong history of promoting within – 25 of 26 current partners were promoted to partner after demonstrated success at the firm. Regardless of your path, we provide tools to help you succeed.

Benefits

  • PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
  • Paid parental leave and paid bereavement leave
  • Annual bonus through profit-sharing plan
  • 401(k) plan including profit-sharing contribution
  • Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
  • Employee assistance program
  • Continuing professional education
  • Hybrid, flexible scheduling

Pay

Details TBD

Schedule

This is an in-person position based in downtown Austin.

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