Senior Associate, Transaction Advisory Services (TAS)

Description

Trout CPA is a regional accounting firm in Pennsylvania with a fast-growing, boutique Transaction Advisory Services practice providing corporate and private equity clients with buy-side and sell-side M&A advisory services. These services include financial due diligence (Quality of Earnings), net working capital analysis, pre-transaction preparation engagements, purchase agreement consulting, and post-acquisition assistance.

The successful candidate will:

• Prepare comprehensive QoE databooks and reports
• Concurrently execute multiple projects of varying size and complexity
• Participate in diligence calls with clients/targets
• Research GAAP treatment and application to present accounting adjustments in the QoE
• Take primary responsibility for execution of QoE engagements from end-to-end
• Review work performed by junior associates
• Communicate regularly with internal team regarding engagement matters (e.g. status updates, request lists, etc.)

Requirements

• Bachelor’s Degree in accounting or finance
• CPA designation (or in-process) required
• 4+ years of total experience in public accounting, with 1+ years of specific experience in TAS
• Deep proficiency in US GAAP
• Ability to manage multiple tasks and meet unpredictable deadlines
• Strong Excel skills and ability to work with large data sets. Ability to use common formulas, such as: vlookup, sumif, index-match, pivot tables
• Proficiency in PowerPoint
• Comfortable navigating inconsistent accounting records and identifying material issues common on lower middle market deals
• High attention to detail