Senior Associate - Transaction Advisory Services & Outsourced Accounting

Description

We are seeking a motivated and experienced Senior Associate to join our Transaction Advisory Services team. This role is ideal for a professional who thrives at the intersection of transaction advisory, outsourced accounting, and financial planning & analysis. You will support middle-market companies across sell-side transactions as well as ongoing advisory engagements, delivering high-quality financial insights that inform strategic and operational decision-making.

On the transaction side, you will provide comprehensive financial due diligence support, including quality of earnings, cash flow analysis, and working capital reviews. In parallel, you will assist clients with outsourced accounting and FP&A needs such as financial reporting, forecasting, budgeting, and performance analysis. You will work closely with senior Buxbaum team members, company leadership, and external advisors, serving as a key contributor across both transaction-based and recurring engagements.

Responsibilities

Transaction Advisory Services

• Assist in financial due diligence primarily on sell-side transactions, helping identify potential risks, assess financial performance, and evaluate sustainability of earnings.
• Conduct detailed analyses of financial statements, including income statements, balance sheets, and cash flow, translating findings into clear, actionable insights to effectively present the business.
• Lead the preparation of key deliverables, including quality of earnings reports, working capital analyses, debt-like items schedules, and supporting data books, client-ready reports, and presentations.
• Actively participate in meetings and calls with management teams, investment bankers, and other advisors, serving as a secondary point of contact to support day-to-day project execution.

Outsourced Accounting & FP&A

• Support outsourced accounting engagements, including monthly and quarterly close processes, financial statement preparation, account reconciliations, and management reporting.
• Assist clients with FP&A activities such as budgeting, forecasting, cash flow projections, KPI development, and variance analysis.
• Build and maintain financial models to support strategic planning, liquidity management, and scenario analysis for growing middle-market companies.
• Help improve clients’ financial reporting processes, internal controls, and overall financial visibility.

General & Firm Contributions

• Collaborate closely with Buxbaum colleagues and clients in a results-oriented, team-driven environment to ensure project objectives are met.
• Build and maintain strong client relationships, developing credibility as a trusted advisor across transaction and ongoing advisory work.
• Demonstrate a consistent commitment to professionalism, ethics, and integrity.
• Contribute to the growth of the firm by assisting with business development efforts, client presentations, and the refinement of TAS, outsourced accounting, and FP&A service offerings.

Qualifications

• Bachelor’s degree in Accounting from an accredited institution; CPA eligibility required, CPA license preferred.
• At least four (4) years of experience in audit, transaction advisory, or consulting within a public accounting or advisory firm.
• Strong financial modeling and analytical skills, with advanced proficiency in Excel, including three-statement models, cash flow forecasting, budgeting, and scenario analysis.
• Solid understanding of GAAP, financial reporting, and the mechanics of the monthly close process.
• Excellent written and verbal communication skills, with experience interacting with senior team members, management teams, and external advisors (e.g., investment bankers, attorneys).
• Demonstrated ability to manage and analyze large datasets with accuracy and attention to detail.
• Ability to synthesize qualitative and quantitative information into actionable insights and recommendations.
• Strong presence, intellectual curiosity, and adaptability in fast-paced, evolving engagements.
• Proven project management skills, with the ability to manage multiple workstreams and shifting priorities.
• Ability to work effectively both independently and as part of a collaborative team.

Compensation & Benefits

The base salary for this position ranges from $115,000 to $150,000 per year, depending on factors including education, experience, and location. In addition to competitive compensation, Buxbaum offers a discretionary bonus program based on individual and firm performance. Benefits include a flexible remote work environment, unlimited PTO, nine paid holidays, comprehensive medical, dental, and vision coverage for employees and dependents, a 401(k) retirement plan, and access to employee assistance programs.