LBMC
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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 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.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Auditing, Consulting, and Finance
Industries Professional Services and Financial Services
Referrals increase your chances of interviewing at LBMC by 2x.
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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 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.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Auditing, Consulting, and Finance
Industries Professional Services and Financial Services
Referrals increase your chances of interviewing at LBMC by 2x.
#J-18808-Ljbffr