Associate – Transaction Advisory Services
Neos Talent is a rapidly scaling private equity-backed advisory firm, looking to hire Associates into its Transaction Advisory practice. The role involves executing due diligence for private equity and corporate clients, drafting reports, and collaborating with colleagues on financial transactions.
Responsibilities
- Execute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis
- Draft clear and compelling reports outlining key takeaways and participating in management meetings
- Review transaction agreements, customer and vendor contracts
- Collaborate closely with performance improvement, restructuring and investment banking colleagues
Skills
- Recent graduates (2022 – 2024)
- CPA license required
- Must have FDD experience for Deal Advisory / Transactions
- Bachelors degree – graduated between 2022 – 2024
- Active Certified Public Accountant (CPA) license required
- Must have FDD experience for Deal Advisory / Transactions
- Located in Chicago, Dallas, Los Angeles, New York or Philadelphia (3-4 days in the office or client site)
- At least one year of financial due diligence and one years of audit experience within a Big Four accounting firm
- Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis
- Ability to successfully work in a small, collaborative team environment
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Familiarity with Tableau and Alteryx
Benefits
- Bonus
Company Overview