What are the responsibilities and job description for the Transaction Advisory Services Senior position at CPS, Inc.?
Responsibilities, but not limited to:
We are seeking an individual who is always expanding their knowledge, entrepreneurial, and a team player with the following qualifications:
- Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.
- Plan and manage due diligence engagements on budget
- Act as primary client contact for the duration of the due diligence process
- Prepare and/or review Excel data packs
- Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
- Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
- Analyze historical financial and operating results of target companies and explain business trends and identify risks
- Prepare financial models related to mergers, acquisitions or other related transactions
- Perform industry research as needed on engagements
- Schedule and supervise the tasks and project assignments of senior analysts
- Mentor, train and supervise junior staff
- Apply TAS Best Practices to ensure consistent quality of service and work product
- Actively participate in the development of the group’s Best Practices
- Develop proposal including budgets and scope of work and present proposals to prospective clients
- Identify and pursue business development opportunities through industry and networking relationships
- Competitive Compensation
- Health & Wellnes
- Retirement
- Unlimited PTO
- Maternity Leave
We are seeking an individual who is always expanding their knowledge, entrepreneurial, and a team player with the following qualifications:
- Bachelor’s degree in Accounting, Finance or other relevant discipline
- 1 years of relevant work experience (2 years at Senior Associate level) in accounting or finance, preferably experience in audit or advisory with a public accounting firm
- CPA or CPA-eligible
- CFA or CMA designation is a plus
- A basic understanding of the M&A process with a desire to learn more
- Strong written communication ability
- Excel and PowerPoint proficiency
- Ability to work remotely and independently
