Transaction Advisory Associate, M&A & QoE Insights
Overview
Microsoft Excel fueled deal support in a buy-side and sell-side advisory team, shaping investment decisions for target companies in an in-office Austin setting. Own financial analysis, QoE tasks, and client-facing reporting with direct executive interaction. Collaborate with senior colleagues to deliver actionable recommendations and clear documentation. This role offers growth through personalized career paths and internal mobility.
What You'll Do7
- 1Build and analyze financial statements for M&A transactions to identify value drivers
- 2Assist with Quality of Earnings reports and flag transaction risks
- 3Support due diligence efforts by performing in-depth financial analysis for both buy-side and sell-side deals
- 4Collaborate with clients and senior team members to develop insights and recommendations
- 5Prepare clear, well-organized reports and presentations for executive audiences
- 6Participate in client meetings and contribute to strategic discussions
- 7Manage multiple projects and timelines in a fast-paced, team-oriented environment
Requirements8
- 1Minimum of 2 years of public accounting experience
- 2CPA or CFA license, or eligibility to sit for the CPA or CFA exam
- 3Advanced proficiency in Microsoft Excel and financial modeling
- 4Strong written and verbal communication skills
- 5Highly motivated, collaborative team player with a proactive mindset
- 6Demonstrated project management capabilities
- 7Prior exposure to M&A transactions and/or Quality of Earnings analysis preferred
- 8Experience with recurring revenue SaaS or software companies is a plus
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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