Position Statement:

Actively participate in the firm’s Transaction Advisory Services Group (TAS) primarily on due diligence engagements by preparing detailed financial analysis and developing plans to assist clients throughout buy and sell-side advisory projects. The candidate will focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Tasks:

• Assist in buy-side and sell-side transaction services engagements, providing financial due diligence services to private equity, mezzanine funds and strategic buyers.
• Ability to analyze large volumes of data and prepare various analyses with an emphasis on the quality of earnings, working capital and debt and debt-like analyses.
• Provide an understanding and evaluation of Target / Client financial and operational conditions and financial reporting processes, assessing normalized cash flows and helping identify key transaction issues.
• Assist and lead sections of due diligence meetings with Target / Client management.
• Own, manage and track information request lists, flow of information and any necessary communications between the Firm and Target / Client.
• Consult and communicate with department leaders and client personnel to ensure completion of engagements.
• Effectively write and communicate reports / deliverables to the engagement team and Target / Client.
• Develop effective and accurate analyses and reports.

Profitability:

• Complete assignments within established budget for assigned areas and monitor and report the actual hours incurred compared to the budget for assigned client engagements.
• Achieve charge hour budget and meet hour expectations established by Firm.
• Participate in “approved” non-client initiatives to improve firm administration.
• Consistently utilize all firm and department software efficiently.
• Complete and ensure completion of accurate, neat, organized analysis and reports.

Practice Growth:

• Represent firm and build relationships by participating in outside activities.
• Demonstrate strong leadership skills while working on client work and firm-related projects.
• Demonstrate excellent written and verbal communication skills.
• Able to handle and prioritize multiple tasks and deadlines within a fast-paced environment.

Client Focus:

• Demonstrate strong analytical skills, judgment and knowledge of GAAP.
• Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
• Lead client and team interaction to help ensure efficient flow of information between team members and client personnel.
• Identify process improvements resulting in efficiencies on client engagements.
• Comprehend and summarize complex issues.
• Ability to complete assignments timely and accurately.
• Demonstrate ability to work additional hours as necessary to meet client deadlines.

Brand Culture/Development:

• Exemplify Brand Attributes of the Firm.
• Adhere and ensure compliance with all administrative policies and procedures of the Firm.
• Demonstrate ability to address conflict with peers and subordinates.
• Consistently enhance and develop individual, professional and technical skills.
• Provide timely feedback to direct reports and identify coaching and mentoring opportunities to assist in development of the associate.

Work Experience and Education:

• BA or BS in accounting.
• Must be a CPA or actively pursuing to complete the CPA exam.
• Strong proficiency in the use of technology, in particular Microsoft Excel and PowerPoint.
• Approximately 3-5 years of financial audit or transaction advisory experience preferred.
• Previous Due Diligence experience preferred.

Organizational Relationships:

• Individual will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.
• May supervise interns and staff members on client engagements.

Special Requirements:

• Reliable transportation for on-site client work.
• Ability to work evenings and weekends based on time of year and client demands.

GBQ participates in E-Verify.