Transaction Services Associate - UHY LLP

THE FOCUS IS YOU: 

Transaction Services Associate:

UHY is seeking a self-motived individual who wants to join a fast-paced and growing middle-market Transaction Services team.

This role will be focus on supporting UHY Transaction Services Team in the areas of financial due diligence, buy-side & sell-side advisory, capitalization projects, and other financial advisory engagements.

Given the entrepreneurial nature and structure of our firm, current employees enjoy the opportunity to progress their career at their own pace. Does this sound like a fit for you?

UHY offers a culture-focused, entrepreneurial team, covering a national footprint. Senior Consultants will be deeply involved with all aspects of the financial due diligence process from client development to transaction closing.

WHAT YOU WILL DO

• Execute financial due diligence (buy-side and sell-side) engagements including:
• Working collaboratively with senior team members, clients, and target business management teams
• Collecting financial information from the target business / managing the diligence request list
• Performing financial analysis on the target business (margin assessments, trend analysis, price volume analysis, cash proofs, key data reconciliations, etc.)
• Preparing comprehensive financial data books in Excel
• Actively participate in management discussions and correspondence
• Prepare key deal analysis (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.) to help clients evaluate their acquisition decisions and financing requirements.
• Writing reports and supporting delivery of findings to clients
• Preparation of materials to be utilized in the marketing of buy-side and sell-side projects.
• Market research and target reach out for buy-side and sell-side advisory projects.
• Develop and assist in maintaining Financial Forecasts and Models for capitalization and advisory engagements.
• Cultivate key client relationships through advisory work.
• Assist in preparing proposal and engagement letters.
• Provide leadership, mentorship, and supervision to junior team members.
• Exposure to transactional support for capital raising, restructuring, and traditional sell-side investment banking transactions and strategies.

WHAT WE ARE LOOKING FOR

•  1-3 years of audit / corporate finance / transaction advisory service experience

Education

• Minimum bachelor’s degree in Accounting and/or Finance with strong academic performance

License / Certification

• Certified Public Accountant (“CPA”) designation preferred.

Legal / Compliance

• Must complete acknowledgement of Independence Guidelines and Ethical Standards document.
• Governmental engagements require ability to obtain a security clearance from the United States government.

WHO WE ARE

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

Reach out to us today to learn how we can help you.

WHAT WE OFFER

• Great Culture | Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation | Based on the role, credentials, and experience.
• Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO.