Senior Associate, Transaction Services

Exbo Group is looking for an exceptional individual to join our transaction services team. This individual will be an Associate within our growing team. This is an opportunity to become an integral member of a rapidly growing business with limitless upside as our team scales and an opportunity to directly contribute in building our growing practice.

The Associate will play a crucial role on our team during all stages of the acquisition diligence transaction lifecycle. In this role, you will establish yourself as one of the key financial resources helping to evaluate and validate the existing accounting associated with the target client. You will help compile comprehensive data books in order to reveal risks and accounting adjustments associated with the acquisition, communicate and liaise directly with the target company during the diligence process, and present results and findings directly with our Venture Capital and Private Equity clients.

The ideal candidate has a strong accounting background and can leverage their current skill set to work closely with both our internal team and external clients to execute and quickly deliver a comprehensive financial analysis of a potential acquisition target. You are someone who is a persistent self-starter that gets excited about working with a diverse set of businesses as well as transactional work. You embrace ambiguity and are meticulous about the details. You are entrepreneurial and excited about the opportunity to grow and directly impact a growing practice. You are a humble team player looking to join an engaging and passionate group of coworkers and are fun to work with.

WHAT YOU’LL DO:

Acquisition Diligence

• Assess the target's earnings and cash-flow quality and analyze the quality of assets and liabilities being acquired or assumed
• Evaluate and project the quality of working capital at the time of deal close
• Reclassification of key accounts in order to restate financials on a U.S. GAAP basis
• Proactively pursue business issues that impact the general ledger and evaluate the situation for acceptable solutions. Single-handedly own and communicate the path to resolution to the client.
• Provide written summary analysis and QoE around critical success factors, helping the acquirer improve its understanding of all the relevant issues so that an informed investment decision can be made.

KEY QUALIFICATIONS:

• Bachelor’s degree in Accounting or Finance
• CPA license is highly preferred
• Have 3-6 years of relevant experience in audit or assurance work at a leading accounting firm
• Deep understanding of the 3 core financial statements as well as key journal entries associated with ongoing monthly operations
• Fluent in MS Excel with an emphasis on manipulating and presenting data in an organized and cohesive manner
• Willingness to utilize and learn other software and technology, such as Google Scripts, VBA, Python, Tableau and/or Alteryx
• Strong verbal and written communication skills; you will be one of the key points of contact for all accounting and reporting-related workflow with our clients
• Excellent time management skills, ability to prioritize and multitask
• Excellent organization skills
• Entrepreneurial
• Enjoy working with and advising a diverse and exciting set of growing companies

WORK MODEL

This is a full-time position based in New York, NY. We maintain a flexible model that balances remote work with in-person collaboration from our NoHo office.

ABOUT EXBO GROUP

Exbo Group is a team of investment bankers, consultants, and accountants that grew out of a $400M New York-based venture capital fund. The fund’s portfolio companies had CEOs with strong visions and operating experience but lacked the technical financial expertise to scale. The companies needed a way to offload the complex administrative burden of running a finance department and interfacing with their investors. After providing financial analysis and advisory support for a firm’s successful $10M Series A raise, several other funds and firms began to seek out Exbo Group's assistance. Our team has grown substantially and now provides high-touch accounting, finance advisory, tax and transaction services support to growth-stage companies and middle-market financial sponsors nationwide.

WORKING AT EXBO GROUP

Exbo Group has four core values that will inform your experience working here:

People are Paramount: Our people are the most important asset we have, and once great people are found, we give them the trust and autonomy to be the CEO of their role. We want to empower people with information rather than limit them with process.

Client Obsession: Our clients are our lifeblood. We built our business to facilitate their growth and provide financial support in the areas they need most. We work vigorously to earn and keep customer trust to build a long-term relationship.

High Standards: We deliver a premium service to our customers and in return, they expect nothing but excellence. When problems inevitably pop up, they are addressed and fixed immediately. Our relentless focus is on maintaining a high bar for our work so that we can keep clients happy.

Positive Energy: We know positivity and optimism benefit our work, and we harness positive energy as a vehicle toward greater awareness, growth, and collaboration. We believe in cultivating positive relationships within our team and with our clients to make our workplace a fun and inclusive environment to be a part of.

Exbo Group is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.