Senior Associate-Transaction Advisory Services

Description

Senior Associate-Transaction Advisory Services

Portland/Hybrid/Remote

Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services and full-service Tax planning, spanning several industries.

Our transaction advisory group is a premier consulting team providing financial due diligence to private equity and corporate management teams for the lower middle market. Our team advises clients on the most critical diligence stream of their transactions, the financial information, and provides critical insights to help clients make well informed decisions on their transactions. We advise on both the buy side and sell side of transactions across a wide range of industries. 

We are seeking a Senior Associate for our Transactions Advisory Services team. As a senior associate, youwill be responsible to lead all aspects of engagement execution and supervise associates on the team. Our senior associates are provided maximum opportunity to take ownership of engagements and client relationships which career growth opportunities within the team and firm.  

Requirements

What you'll be doing

• Provide technical and advisory financial and accounting due diligence services to private equity clients and lower middle market companies.
• Perform complex analyses, including quality of earnings analysis on earnings, revenue, cash flows and related trends, analysis of net working capital and cash flows, and identification of potential liabilities and financial risks in a  transaction. 
• Responsible for engagement execution, including correspondence with clients and target-company management, preparing deliverables and presenting key financial due diligence findings and concepts and leading meetings with all parties to      the transaction. 
• Develop and maintain quality client relationships. Maintain active client communication to manage expectations, ensure satisfaction, and meet deadlines.
• Manage multiple engagements and competing priorities in a results-oriented team environment.
• Manage, develop, train and mentor associates on projects.
• Provide strong analytical, technical, and auditing skills including proficiency in US GAAP and GAAS rules and standards.
• Analyze, interpret, and create visualizations of large, complex data sets using a variety of Microsoft applications (primarily Excel and PowerPoint).
• Work jointly in work groups and with team members to share knowledge and contribute effectively to complete tasks, develop ideas and processes across organizational boundaries.
• Adhere to the core values and standards of the organization.

What makes you a fit

• Bachelor’s degree in accounting, finance or a similar discipline.
• 2-5 years recent experience in financial due diligence transaction advisory.
• CPA certification highly preferred (or meets the criteria to sit for the CPA exam).
• Strong verbal and written communication skills and ability to lead team meetings both in virtual and in person environment.
• Strong analytical skills and ability to lead meetings and present complex accounting matters in easily understandable terms.
• Proficiency in U.S. GAAP, including complex accounting areas like revenue recognition.      
• Advanced MS Excel and PowerPoint skills and strong working knowledge of other MS Office applications.

Why you should join our team

Shameless plug(s): we are in the top 1% of CPA firms in the U.S. We are also consistently ranked among the Most Admired Companies by the Portland Business Journal.

Our transaction advisory group is the fastest growing service area of the firm and growth opportunities abound for those that want a future consulting private equity firms and private companies on their transactions.

Culture: Just like we believe in fostering strong, lasting partnerships with our clients, we do the same for our team members. We are a mid-sized firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager.

We value our people and strive to create a supportive, inclusive culture: Diversity Equity Inclusion (DEI) Committee, Women’s Leadership Initiative (WLI), Working Moms Group, Advisor Program, and Leadership Development Program (LDP).

We give back to our communities. Today, our team supports more than 80 charitable organizations by serving on boards of directors, making charitable donations, and volunteering our time. In addition to our extensive organizational involvement, we close our office for one day each year and volunteer directly in the community.

Did you say “busy season”? Our transaction advisory group prides themselves on maintaining a work-life balance…that is not just a slogan. We balance the workload of our professionals to target normal 40-45 hour weeks with limited overtime and weekend work. 

Benefits & Perks: We offer a comprehensive benefit package to help protect your personal and financial health and that of your family. At Geffen Mesher, we offer a generous 401k and profit-sharing plan. We’ll cover 100% of your individual monthly medical premium costs and provide paid parental leave.  Generous PTO and paid holidays come with the gig as well!

Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities. 

To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher.  The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.