Analyst, M&A / Transaction Advisory Services jobs in United States
cer-icon
Apply on Employer Site
company-logo

RubinBrown LLP · 12 hours ago

Analyst, M&A / Transaction Advisory Services

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms, seeking an Analyst to support projects within their M&A / Transaction Advisory Services practice. The role involves conducting financial due diligence, engaging with executive leadership, and preparing customized diligence reports while managing multiple engagements in a fast-paced environment.

AccountingConsulting
check
Growth Opportunities

Responsibilities

Serve as a lead analyst on M&A financial due diligence engagements, including Quality of Earnings (QofE) analyses
Analyze financial information to assess key accounting policies, earnings quality, working capital, historical and projected performance, and transaction-related risks impacting valuation and deal structure
Engage with executive leadership teams to discuss accounting policies, business performance, and forecasts
Coordinate work across multiple service lines and cross-functional teams
Communicate with a wide range of stakeholders, including clients, target management and ownership, investment bankers, attorneys, and other advisors
Prepare clear, customized diligence reports that highlight key findings and recommendations
Support multiple engagements simultaneously while meeting tight deadlines
Supervise and coach less experienced team members and peers, contributing to their professional development

Qualification

Financial due diligenceFinanceAccountingCPACFAMicrosoft ExcelClient managementAnalytical skillsLeadership potentialWritten communicationInterpersonal skillsTeam-oriented mindset

Required

Bachelor's degree in Finance, Accounting, or a related field
At least 2 years of current or recent experience in public accounting, consulting, or industry
Relevant professional credentials such as CPA, CFA, or similar
Strong technical foundation in finance and accounting
Proficiency in Microsoft Office, with advanced skills in Excel and working knowledge of PowerPoint and Word
Excellent written and verbal communication, interpersonal, and analytical skills
Proven experience managing day-to-day client interactions and delivering high-quality client service
Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
Demonstrated leadership potential with interest in long-term growth, including progression to a Manager-level role
Collaborative, team-oriented mindset
Commitment to professional ethics and integrity

Preferred

Master's degree in Finance, Accounting, or a related field

Company

RubinBrown LLP

company-logo
RubinBrown provides unmatched service to closely held and publicly traded companies in specialized market sectors as well as non-profit and public sector organizations.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Jennifer Jones
Chief Financial Officer
linkedin
leader-logo
Aaron Pollard
Partner & Vice Chair, Transportation and Dealership Services Group
linkedin
Company data provided by crunchbase