Role Description
Elliott Davis Advisory, LLCโs Transaction Advisory Services (โTASโ) practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers. We are rapidly growing and would love to have you join our team!
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Perform and assist in buy-side and sell-side due diligence engagements for private equity, mezzanine funds, and strategic buyers.
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Ability to analyze large volumes of data to prepare an Excel data book, with an emphasis on the quality of earnings, debt and debt-like, and net working capital analysis.
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Aptitude to understand and evaluate financial and operational trends of target companies, in addition to challenging target assumptions.
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Assist and lead sections of due diligence meetings with target management.
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Create and design tailored reports specific to key issues, such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations.
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Ability to communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports.
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Ability to collaborate and work within teams to ensure timely and efficient product delivery.
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Develop and strengthen productive working relationships with client personnel.
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Collaborate with other Elliott Davis team members.
Qualifications
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A minimum of three years of experience with audit or transaction services is required.
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Bachelorโs degree from an accredited college/university.
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Current licensed CPA preferred.
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Big 4, National or large regional firm experience preferred.
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Excellent analytical and Microsoft Excel skills.
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Strong verbal and written communication skills.
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Aptitude towards business development.
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Ability to thrive and adapt in a fast-paced, dynamic environment.
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Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues.
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Ability to manage multiple responsibilities simultaneously (multi-task).
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Superior client service focus.
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Ability to travel to client locations as required.
Benefits
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Generous time away and paid firm holidays, including the week between Christmas and New Yearโs.
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Flexible work schedules.
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16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid caregiver leave (once eligible).
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First-class health and wellness benefits, including wellness coaching and mental health counseling.
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One-on-one professional coaching.
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Leadership and career development programs.
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Access to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionally.