What are the responsibilities and job description for the Senior Associate, Transaction Advisory Services position at GreerWalker CPAs and Advisors?
Senior Associate, Transaction Advisory Services
GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture.
We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do.
GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.
As part of our team, you'll enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive.
Your life fits at GreerWalker.
Responsibilities:
Participate in buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services
Document key findings and analysis in written report
Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
Interacts with the other functional areas of the practice including tax, audit and other consulting practices
Assists in preparing proposals and engagement letters
Represents the firm in community activities and professional association
Basic Qualifications:
Bachelor's degree in accounting
CPA certification
Minimum of two years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
Supervision / Team Leadership experience
Ability to direct and manage client engagements
Excellent verbal and written communication skills
Proficient with Microsoft Excel and Microsoft PowerPoint
Preferred Qualifications:
Networking and communicating with C-level executives
Strong project management skills
Evaluated as exceptional performer in current position
Possess a good balance of strong technical accounting knowledge and business acumen
Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm
Ability to be a self-starter and to be confident when interacting with clients and asking questions
Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
Ability to apply critical thinking and problem-solving skills
Working Conditions:
Occasional travel for work using a personal vehicle
Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles
Able to lift boxes, mail, etc. not exceeding 20 lbs.
EEO
No Agencies Please