What are the responsibilities and job description for the Transaction Advisory Analyst position at Kaufman Rossin?
Why We Stand Out
Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you!
As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being…Our values are translated into action every day.”
Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.
Think you have what it takes?
How You’ll Contribute:
Kaufman Rossin’s Business Consulting team works with business leaders to maximize value through integrated services that combine transaction advisory, corporate finance, strategy, and performance management. Our approach to M&A advisory includes a robust assessment of financial and operational drivers to validate deal terms and help our clients maintain leverage in all negotiations. The team is currently looking for a Transaction Advisory Associate, specific to our healthcare vertical, to work alongside our CPAs, MBAs, technologists, fraud experts, valuators, former business operators, and more.
- Participate in buy-side and sell-side financial due diligence engagements, specific to the healthcare industry, with both private equity and strategic corporate buyers and sellers
- Perform quality of earnings assessments
- Analyze the financial operations of target companies and identify issues that may impact the purchase price
- Understand and evaluate financial and operational trends of target companies
- Communicate due diligence findings in a formal report
- Interact with the other functional areas of the practice including tax, audit, and other consulting practices
- Maintain active communication with clients to manage their expectations, ensure client satisfaction, and make sure both firm and client deadlines are met
How You’ll Succeed:
- Interest in transaction-focused financial analysis and accounting
- Strong presentation and communication skills
- Superior client service
- Identifying cross-sell opportunities and subject matter areas to focus on in the future
- Developing the opportunity to meet and interact with clients and targets, creating awareness of the firm
- Confidence and desire to take on challenges and opportunities for growth and learning
- Inquisitive mindset with aptitude for perpetual learning
What Skills You’ll Bring:
- 2-3 years of recent public accounting or consulting experience, with a focus on audit and/or transaction advisory within the healthcare industry
- Bachelor’s degree in Finance, Accounting, or related field
- Previous experience with acquisitions, divestitures, and/or financial due diligence
- Strong knowledge of accounting, with experience analyzing financial statements and projections
- Advanced Excel (including financial modeling) and PPT skills
- Excellent written communication skills
- Exceptional interpersonal skills and comfort with public speaking
- Aptitude for creatively solving problems and fixing things through critical and outside-the-box thinking
- Strong attention to detail
- Ability to multi-task, demonstrate a sense of urgency, and meet reporting deadlines
How You’ll Stand Out:
- Healthcare industry-specific experience
- CPA license or eligibility
- Bilingual in Spanish
We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.
