Senior Associate, Transaction Advisory Services
GreerWalker CPAs and Advisors, Charlotte, NC, United States
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.
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 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.
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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 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.
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