What are the responsibilities and job description for the Transaction Advisory Analyst position at Lumsden McCormick CPA?
POSITION: Transaction Advisory Analyst
Our wholly-owned subsidiary, Brisbane Consulting Group, LLC currently seeks a Transaction Advisory Analyst who will assist us in continuing to provide a positive and supportive work environment. Brisbane Consulting Group is the largest business valuation and management consulting firm in Buffalo, NY. We offer exceptional expertise in business valuation, license and degree valuation, forensic accounting, and the quantification of lost business income, commercial damages, and other financial services.
The Transaction Advisory Analyst will work closely with private equity firms, strategic buyers, and business owners on M&A due diligence engagements.
Responsibilities
Our firm prides itself on fostering a collaborative and supportive work environment. We value diversity, professional growth, and a commitment to excellence. As a Transaction Advisory Analyst, you will be an essential part of our mission to provide exceptional service to our clients.
We look forward to welcoming a new team member who is dedicated to making a positive impact on our clients and our firm.
APPLICATION INSTRUCTIONS
To apply for any of our open positions, submit your resume via our online application. Please email tjohnston@LumsdenCPA.com if you have questions.
The salary range for this opportunity is between $85,000-$130,000 and commensurate with experience.
Location: Work from Anywhere (Remote/Office/Hybrid)
Apply Here
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Our wholly-owned subsidiary, Brisbane Consulting Group, LLC currently seeks a Transaction Advisory Analyst who will assist us in continuing to provide a positive and supportive work environment. Brisbane Consulting Group is the largest business valuation and management consulting firm in Buffalo, NY. We offer exceptional expertise in business valuation, license and degree valuation, forensic accounting, and the quantification of lost business income, commercial damages, and other financial services.
The Transaction Advisory Analyst will work closely with private equity firms, strategic buyers, and business owners on M&A due diligence engagements.
Responsibilities
- Analyze financial statements to assess historical earnings and recurring profitability
- Prepare and support QoE reports that include adjusted EBITDA calculations, revenue normalization, and working capital analysis
- Identify and explain non-recurring transactions or accounting anomalies
- Assist in drafting executive-level presentations and summaries
- Collaborate with senior team members to deliver timely, accurate, and actionable insights
- Support clients through buy-side and sell-side transactions
- Bachelor’s degree in Accounting, Finance, or a related field
- CPA or CPA-eligible strongly preferred
- Business Valuation experience (highly desirable)
- 2-4 years of experience in public accounting, audit, or transaction advisory (Big 4 or Top 200 firm a plus)
- Proficient in Microsoft Office, with advanced knowledge in Word and Excel
- Experience with M&A, valuation, or due diligence engagements is a plus
- Capable of managing multiple projects and communicating complex findings clearly
- Capable of working in a collaborative and fast-paced team environment
- Medical, dental, and vision insurance plans
- Flexible Spending Accounts (FSA): options for medical and dependent care expenses
- Health Savings Account (HSA): with Firm contributions to assist with out-of-pocket medical expenses
- Retirement Plan: a 401(k) plan to help employees save for their future, with firm contributions and profit sharing
- Life and disability insurance: basic life and AD&D insurance, as well as long-term disability insurance
- Pet insurance benefits
- Paid time off: generous paid time off policies, including vacation, sick leave, and holidays
- Professional development opportunities for continuing education, professional memberships, and certifications
- Hybrid and/or remote work options
Our firm prides itself on fostering a collaborative and supportive work environment. We value diversity, professional growth, and a commitment to excellence. As a Transaction Advisory Analyst, you will be an essential part of our mission to provide exceptional service to our clients.
We look forward to welcoming a new team member who is dedicated to making a positive impact on our clients and our firm.
APPLICATION INSTRUCTIONS
To apply for any of our open positions, submit your resume via our online application. Please email tjohnston@LumsdenCPA.com if you have questions.
The salary range for this opportunity is between $85,000-$130,000 and commensurate with experience.
Location: Work from Anywhere (Remote/Office/Hybrid)
Apply Here
First Name*
Last Name*
Email*
Mobile Phone Number*
Street Address*
City*
State/Region*
Postal Code*
Position You Are Applying For*
Upload Resume*
Upload Cover Letter
Salary : $85,000 - $130,000