General information

Transaction Advisory Services | Associate
Ref #
Date Published
Tuesday, May 31, 2022
United States
Job Category
Transaction Advisory
Transaction Services
Advertised Location
Chicago, Chicago Downtown, Kansas City, Saint Louis, Nashville, Dallas
Working time
Full Time

Description & Requirements

At FORVIS, our Transaction Services practice is led by a talented team of experienced transaction advisors, who sincerely appreciate people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and are seeking variety, we would love to talk to you!

In this position, you will develop expertise, expand your knowledge and build collaborative relationships within the practice and with clients. Further, you will have meaningful support from firm leadership for substantial professional development and perform due diligence while living inside or outside of traditional major markets. FORVIS’ Transaction Services leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you’re interested in learning how we can support your professional and personal goals.

How you will contribute:

  • Performing buy-side and sell-side financial due diligence for private equity groups and corporate clients
  • Analyzing financial and operational results of target companies and preparing quality earnings reports
  • Evaluating financial information, identifying diligence issues/opportunities, and recommending post-acquisition actions
  • Researching and analyzing industry standards, trends, and target companies
  • Working closely with client executives, investment bankers, private equity investors, attorneys, or other stakeholders

We are looking for people who have Forward Vision and:

  • Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
  • Recent experience with current audit and accounting concept
  • Excellent written and verbal communication skills
  • Strong time management skills
  • Proficiency with Microsoft Office, primarily Excel
  • Willingness and ability to travel

Minimum Qualifications:

  • Bachelor's degree in Accounting from an accredited college/university or CPA eligible; licensed CPA is preferred
  • 18 months of experience in audit or transaction services from a large public accounting or consulting firm