Transaction Advisory Senior + Lutz M&A

About the role

As a Transaction Advisory Senior at M&ALutz, you will play a key role in financial due diligence engagements for private equity and strategic buyers. You will analyze target company financials, identify risks and value drivers, and translate complex data into actionable insights that support critical transaction decisions.

Responsibilities

• Analyze target company financials, identify risks and value drivers, and translate complex data into actionable insights that support critical transaction decisions
• Participate in buy-side and sell-side financial due diligence engagements across a variety of industries
• Analyze historical financial statements, earnings quality, working capital, and cash flow trends
• Prepare quality of earnings analyses, financial models, and client-ready reports
• Manage day-to-day execution of engagements, including timelines, deliverables, and information flows
• Collaborate with internal teams to deliver an integrated transaction advisory approach
• Add value to our clients, seeking out new ways that we may be able to enhance their business

Qualifications

• Bachelor’s Degree in Accounting, Finance, or related field required
• 2–4 years of accounting, audit, or transaction advisory experience
• CPA designation or actively pursuing CPA certification, preferred
• Strong understanding of U.S. GAAP and financial statement analysis
• Exposure to or interest in financial due diligence, M&A, or transaction advisory services
• Excellent analytical, critical thinking, and problem-solving skills
• Strong written and verbal communication skills, with the ability to present insights clearly
• Able to manage multiple projects simultaneously in a fast-paced environment
• A proactive, team-oriented mindset with strong attention to detail

Benefits

• Competitive Base Salary
• Matching 401k Program
• Profit-Sharing
• New Client Referral Incentives
• Professional Certification Exam Incentives
• Paid Holidays
• Paid Time Off (PTO)
• Flexible Schedule
• Employee Appreciation Events
• Social Events
• Family Outings
• Formal Mentor Program
• Continuing Education
• Leadership Development Program
• CPA Exam Fee Reimbursement
• CPA Review Course Support
• Professional Memberships
• Semi-annual Performance Evaluations
• Advancement Opportunities
• Certification/Professional License Support
• Comprehensive Medical, Vision, & Dental Insurance
• Healthcare and Dependent Care Flex Spending Accounts
• Health Savings Account
• Short-term and Long-term Disability Insurance
• Life Insurance
• Company Wellness Events
• Employee Assistance Program
• Dress for Your Day Attire
• Firm-sponsored Meals
• Breakfast on Fridays
• Bottomless Soda and Snacks