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Transaction Advisory Services (TAS) Senior / Supervising Senior Associate

📅 Mar 5
Transaction AdvisoryFinancial Due DiligenceQuality Of EarningsAccounting
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📜 Description

  • Prepare for and participate in discussions with company management and buyer or seller advisors.
  • Analyze financial data, calculate EBITDA adjustments, build financial models, and identify trends and potential earnings adjustments.
  • Oversee offshore team analyses, guide interpretation of client data, and help resolve roadblocks.
  • Prepare recast financial statements and operating metrics, and validate key financial statement items.
  • Document methodologies and findings, maintain client files and working papers, and build relationships with client personnel.

🛠️ Requirements

  • Bachelor's degree required; CPA preferred but not required.
  • Direct transaction advisory experience strongly preferred, with strong accounting and diligence knowledge.
  • Exceptional written and oral communication and analytical skills.
  • Strong Excel and PowerPoint proficiency, including reconciling financial data and using pivot tables, lookup formulas, and index/match formulas.
  • Knowledge of technical principles and quality-of-earnings projects, with the ability to apply industry knowledge to transaction diligence.
  • Able to solve technical problems, organize and present high-quality work, perform under pressure, and collaborate as a team player.

✨ Benefits

  • Participate in buy-side and sell-side transaction engagements with corporate entities, investment bankers, private equity firms, and strategic buyers.
Full job description
GHJ is looking for a Transaction Advisory Services (TAS) Senior / Supervising Senior Associate
WHY we get up in the morning
At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.
WHAT we believe
We believe that collaboration is the foundation for success. We work as a business advocate for our clients – providing personalized service and building long-term relationships to help position our clients for the future.
HOW we succeed
We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Summary of Role:
The GHJ Transaction Advisory Services (TAS) team provides a challenging, rewarding and entrepreneurial opportunity for individuals to improve their skill set and career trajectory while advising companies across numerous industries through their transaction process.
Seven decades, overriding focus: our people and our clients. GHJ was founded in 1953, making us one of the oldest independent firms in the Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal’s Book of Lists, the firm has 24 partners and approximately 200 staff members that serve over 3,000 clients. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining strong relationships are the cornerstones of our success.   We are also an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. This affiliation gives us access to the subject matter experts of other member firms and provides consulting and professional services in over 158 countries through its nearly 800 offices worldwide.   GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: $100,000 - $135,000.   Equal Employment Opportunity GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers.   #LI-JN1

Responsibilities

  • Participating in buy-side and sell-side transaction engagements with corporate entities, investment bankers, private equity firms and strategic corporate buyers.
  • Assist in preparing for, and participate in, discussions with company management, and buyer/seller advisors
  • Prepare calculations of EBITDA adjustments, and work with data to prepare financial models, identify trends and stimulate conversation leading to potential earnings adjustments.
  • Work with and oversee offshore team to provide guidance on analyses required, how to interpret client data, and to navigate roadblocks encountered
  • Assist in preparing recasted financial statements including earnings and working capital to present the company’s adjusted operating performance and needs
  • Prepare operating and financial metrics including graphs, charts for discussion highlighting trends, areas of concern, etc
  • Identify and conduct appropriate validation procedures around key financial statement items
  • Documents work completed by preparing write ups and easily to follow methodology, taking into account possible alternatives and specific client circumstances
  • Assists in proofing financial statements and other documents if appropriate.
  • Prepares and indexes client files, and internal working papers
  • Build relationships with, and speaks to, client personnel to obtain an understanding of their business operations, processes and functions.
  • Applies knowledge of the client’s industry when reviewing information, including preparing for clients discussions and focusing on specific areas for diligence.
  • Qualifications

  • Bachelor’s level education required.
  • Direct Transaction Advisory experience strongly preferred
  • Strong accounting and diligence knowledge.
  • Exceptional analytical and communication (written and oral) skills required.
  • CPA preferred but not required.
  • Very strong proficiency in Excel and PowerPoint, including experience working with and reconciling financial data such as monthly financial statements, trial balances, and experience with pivot tables, lookup formulas, index/match formulas, etc. and professional writing related to companies operations, performance drivers and trends
  • Demonstrates up-to-date knowledge of technical principles, theory and practice, and an ability to apply these appropriately in the context of a transaction and specifically Quality of Earnings projects.
  • Has foundational knowledge of the client’s industry, and can incorporate such knowledge when scoping and completing assignments, including working with Managers to develop agendas and areas of focus.
  • Identifies and resolves a wide variety of technical problems, by distilling the data, considering client specifics and applying reasonable and best practices to reach conclusions.
  • Demonstrates ability to apply learnings from one transaction to the next, implementing new skills and techniques
  • Plans and presents well-organized work product.
  • Delivers high quality work under pressure.
  • Seeks to improve skills through self-development
  • Acts as a team player with peers as well as engagement teams or department.
  • Seeks to improve skills through self-development.
  • Assess real estate and residential development counterparties by analyzing financial and transaction risks, presenting credit recommendations, and monitoring market developments for the bank’s decision-makers.

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