What are the responsibilities and job description for the Senior Associate, Transaction Advisory position at Wiss?
About Wiss:
Wiss is a regional CPA and advisory firm that's been deeply embedded in the Northern NJ community for over 50 years. We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management — with a focus on relationships, not transactions.
We are actively seeking a Senior Associate, Transaction Advisory to join our team. This candidate will be partnering with Firm leadership and our CFO Advisory Team by providing due diligence buy/sell side support to our small to middle market clients.
Core Responsibilities:
- Perform detailed financial and accounting analyses to support transaction advisory and diligence engagements.
- Assist with financial modeling, working capital analyses, and quality of earnings schedules.
- Support transaction teams with PowerPoint and Excel deliverables, including management presentations and data exhibits.
- Conduct market and industry research to assist in valuation and buyer/seller diligence processes.
- Coordinate with clients, external stakeholders, and other advisory professionals to ensure timely and accurate deliverables.
- 2-5 years of experience in accounting, investment banking, or transaction advisory.
- Strong analytical and accounting background; public accounting experience preferred (audit or advisory).
- Proficiency in Excel and PowerPoint for financial modeling and presentation formatting.
- CPA designation or progress toward CPA strongly preferred.
- Strong communication, organization, and project management skills.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of employment visas at this time. This policy applies equally to all applicants regardless of national origin.
We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.