What are the responsibilities and job description for the Transaction Advisory Associate position at KLR?
KLR is ranked as one of the Top 100 accounting and business consulting firms in the United States. It operates eight offices in Florida, Massachusetts, Rhode Island, China and Switzerland and has more than 325 professionals. KLR is one of the fastest-growing accounting firms in New England and has been recognized as a Best Place to Work for 18 consecutive years.
Due to growth we are seeking a Transaction Advisory Associate to work in a hybrid capacity out of our Providence, RI or Boston, MA office.
Job Responsibilities
- Conduct due diligence in buy-side and sell-side transactions
- Review target company financial information and other data to identify:
- Historical and projected financial, operating, and commercial trends.
- Quality of earnings adjustments.
- Working capital and debt considerations.
- Potential liabilities and other business risks which could impact valuation
- Assist in identifying pre- and post-acquisition transaction issues in the context of financial due diligence.
- Assist in drafting Due Diligence reports, including quality of earnings, working capital and other transaction related analysis.
- Coordinate work with other service teams (tax, IT) on the due diligence projects.
- Communicate effectively with internal supervisors/managers/partners and clients, target company management, investment bankers and other client advisors on a transaction
Job Qualifications
- Bachelors degree in Accounting, Finance or other relevant discipline
- 2 years of relevant work experience in public accounting or finance, with a background in auditing preferred but not required
- CPA or CFA designation is preferred, but not required
- Experience with Private Equity firms and their portfolio companies is preferred but not required
- Fundamental understanding of the cash, modified cash and accrual basis (GAAP) methods of accounting, including working knowledge of cash to accrual accounting.
- Excellent analytical and problem-solving skills.
- Excellent documentation and communication skills.
- Excellent Microsoft office skills (Excel, Word, PPT), experience with UpSlide and ProSystem Engagement is preferred but not required
- Strong working knowledge of QuickBooks is preferred, but not required
- Good general business knowledge
- Ability to work effectively and efficiently under the pressure of transaction deadlines
KLR is committed to work/life balance, and offers a comprehensive compensation and benefits package, including:
- Unlimited Paid Time Off
- 401k Employer Match
- Tuition Assistance & CPA prep costs
- Mentorship program and professional leadership development
- Competitive referral programs for prospective talent and clients.
Salary : $80,000 - $90,000
