What are the responsibilities and job description for the Senior Transaction Advisory Services position at LBMC?
OPPORTUNITY
This Transaction Advisory Services Senior role is a great opportunity for anyone passionate about M&A financial due-diligence services and is looking to step into a highly visible role with sophisticated clients. You would be joining a progressive office in Nashville in a remote capacity and receive mentorship and support from seasoned industry professionals in the market.
The LBMC TAS Senior will work on a diverse set of accounting and due-diligence projects encompassing client operations in major economic hubs including, but not limited to; Nashville, Dallas, Charlotte, Atlanta, Chicago, and Denver. High-performing individuals have a clearly defined path for advancement to Manager, Senior Manager, and/or Shareholder roles within LBMC. This role will give candidates the opportunity to work with a TAS team that has 80 years of combined Big 4 experience and $65B in completed work.
SCOPE OF WORK
- Participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers.Perform pre-consultation industry and company research and find effective ways to maintain a productive working relationship with client personnel
- Assist with preparing interview schedules of departments including finance, operations, HR, marketing, or strategic leadership
- Analyze financial/operational results of targets through reviewing accounting records (earnings, net assets, cash flows, etc.)
- Prepare/evaluate pro forma financial information including the effects of seasonal/cyclical changes on cash flow requirements
- Identify issues for purchase price reductions, deal restructuring, deal termination, and/or pre/post-acquisition issues.
- Direct the progress of fieldwork, inform supervisors of the engagement status, and manage Staff/Analyst performance.
- Write and distribute credible, succinct and insightful business reports and to deliver effective client presentations.
- Works diligently building relationships with key stakeholders at client organizations to continue to foster a long-term partnership between the LBMC TAS Department and external clients. High-performing individuals will be alert to client needs for the possible expansion of services to other LBMC service lines
- Adheres to LBMC’s defined processes and procedures including the firm's policy on privacy and client confidentiality. Knows and follows the rules, regulations, and the Code of Professional Conduct of the AICPA, the Tennessee Society of CPAs, the Tennessee Board of Public Accountancy, and other regulating bodies as appropriate.
IDEAL CANDIDATE PROFILE
- Bachelor's Degree in Accounting
- 3 years of experience at a public accounting firm with at least 2 of those years being with a deals, M&A, or transaction advisory team
- Advanced proficiency with spreadsheets and reporting tools (Microsoft tools)
- Willingness to travel (10-15%) as requested by LBMC clients
Diversity and Inclusion at LBMC
Commitment to our team members, clients, and the communities in which we work. At LBMC, our mission of delivering the best to our clients and each other every day is rooted in our unique differences. Our engagement, growth and success are at their best when team members have equal opportunity and are included. Diversity brings value to LBMC by connecting us with our community and driving innovation.
*LBMC provides equal opportunities to all employees and applicants for employment. We recruit, employ, train, compensate and promote without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status or any other protected category under federal, state and local law.*
