Transaction Advisory/Business Valuation Services

Blue & Co. is more than a CPA advisory firm: We’re a community and we take care of our own. That’s what our mission and culture are all about — empowering employees to live their best lives both inside and outside of work.

Our fast-growing Transaction Advisory and Healthcare Consulting team is growing! We look forward to having you become part of our success!

Position Responsibilities:

• Provide business valuation and related modeling/analysis to support mergers/acquisitions and special projects for clients in a variety of industries.
• Prepare both buy-side and sell-side due diligence analyses that include making both pro-forma and due diligence adjustments in determining the subject companies’ EBITDA.
• Analyze detailed financial and operational information including tax returns, income statement, balance sheet, cash flow, production reports, KPIs, etc. 
• Synthesize and convert the financial and operational data into meaningful information that is used to drive discussions with target management and present observations and conclusions
• Create exhibits, detailed reports, and PowerPoint presentations for client management
• Manage deadlines, assigned client deliverables, and other supporting analysis as part of a team environment
• Participate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters
• Perform and complete work which includes the preparation of work papers, draft and final reports, and corresponding presentations/analyses
• Assist in strategy and planning sessions 
• Communicate with clients on the overall process of the engagement and corresponding the results of the analyses performed

Position Requirements:

• Bachelor’s Degree in Accounting or Finance and a minimum of 2-4 years previous experience in accounting, finance, tax, audit, valuation, M&A, etc. 
• Prior exposure to Transaction Advisory/Valuation/M&A and/or healthcare a plus, but not required.
• CPA or CPA candidate preferred; CVA, ASA, CFA credential holders a plus, but not required
• Ability to read and interpret business documents, financial statements, tax returns, etc.
• Exceptional verbal and written communication skills including experience in Microsoft Suite (Word, Excel, PowerPoint, etc.)
• Excellent interpersonal skills, attention to detail, and strong organizational skills
• Motivated to perform creative research and quickly familiarize yourself with trends and characteristics related to new client ventures in a variety of industries
• Ability to work independently on assignments in a fast-paced, tight deadline scenario while taking ownership of each project from start to finish 

We are Responsive. We are Caring. We are Advocates.

Blue is proudly ranked as a top 60 CPA firm in the U.S. and named as a “Best Place to Work” in Indiana and Kentucky, and “Best Employer” in Ohio. We take pride in fostering a great culture, providing award-winning professional growth opportunities, and offering the ability to work either in-office, remote, or a hybrid combination. At Blue, we truly value the development of ALL employees and encourage them to bring their true authentic selves to work.