Vice President, Transaction Advisory Services

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services. Our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT, and tax due diligence, business analytics, and technical accounting matters associated with corporate mergers, divestitures, and acquisitions (M&A). We offer a unique opportunity to work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets. You will develop and extend your financial and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies. We cover Business Services, Consumer Food and Retail, Healthcare, Industrials, and Technology industries.

Responsibilities

• Perform M&A financial due diligence related to the purchase and sale of private and public companies.
• Assist private equity and corporate clients with financial, IT, and tax due diligence.
• Address business analytics and technical accounting matters in corporate transactions.

Requirements

• Undergraduate degree from an accredited institution.
• 6+ years of financial due diligence experience (or a combination with audit experience, which must include at least 4 years of financial due diligence), preferably with a Big 4 firm.
• Strong current knowledge of US Generally Accepted Accounting Principles, including SEC reporting, purchase accounting, and transaction-related issues.
• CPA (or at minimum, must be pursuing a CPA).

Qualifications

• Familiarity with Tableau, Alteryx, and data analytics packages preferred (but not required).

Benefits

• Comprehensive Health Coverage: Includes medical, dental, vision, and access to FSAs and HSAs.
• 401(k) with Pre-tax and Roth Options.
• Discretionary Bonus Opportunities: Potential for cash and/or equity compensation.
• Paid Time Off (PTO): Generous and flexible time-off policies for both exempt and non-exempt employees.
• Family Forming Support: Up to $10,000 annually for fertility, IVF, adoption, and surrogacy.
• Backup Childcare: Up to 10 days per year for eligible employees.
• Employee Assistance Program: Free support for emotional, mental, and physical well-being.
• Financial Planning Services: Guidance on personal finance, investments, and retirement.
• Healthcare Support Services: Help navigating serious or complex medical conditions.
• Basic Life and Long-Term Disability Insurance: Employer-paid coverage for peace of mind.

Pay

$160,000 - $215,000 per year