What are the responsibilities and job description for the Senior Associate, Transaction Services position at CFOx?
Firm Overview
CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services in the middle-market. We have offices in Denver, Detroit, and Boston. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide.
Position Overview
Our Transaction Services team serves middle-market private equity firms, founder-owned businesses, and investment professionals during any stage of the transaction process.
CFOx is seeking a Senior Associate to join its Transaction Services team in the Boston and Detroit offices. This is a unique opportunity to become part of a rapidly growing firm and play a pivotal role in shaping its direction, culture, and operations. This role requires a good understanding of private equity environments, strong financial acumen, a drive for excellence, and the ability to navigate a fast-paced and growing environment.
As a Senior Associate, you will work closely with the Vice Presidents to deliver strategic financial insights, drive operational improvements, and support growth initiatives for our clients. This role requires a deep understanding of private equity environments, strong financial acumen, and exceptional leadership skills.
Typical Transaction Services engagements include:
- Buy-Side & Sell-Side ‘Quality of Earnings’ Analysis
- Client liaison to due diligence provider and advisors during transaction process
- General due diligence on target acquisitions
- Financial diligence and modeling
Role Responsibilities
- Assist in Transaction Services client engagements
- Prepare client deliverables, analyses, and reports
- Participate in the firm’s business development efforts
- Activate participation in the firm’s culture and operations
- Train and Develop Associates
Qualifications
- 2-4 years of transaction (TS or TAS) experience
- Previous audit experience is preferred
- CPA license is preferred
Compensation
- Base Salary: $90,000/yr. - $140,000/yr.
- Bonus: Discretionary (Target: 10-30%)
- Commission: Sales Commission Eligible
Salary : $90,000 - $140,000