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LBMC

Transaction Advisory Senior Analyst

LBMC, Nashville, Tennessee, United States, 37247

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Transaction Advisory Senior Analyst

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OPPORTUNITY

This

Transaction Advisory Services Senior Analyst

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 and receive mentorship and support from seasoned industry professionals in the market.

The

LBMC TAS Senior Analyst

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.

Build relationships with key stakeholders at client organizations to continue fostering 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.

Adhere 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.

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