Business Advisory Associate

Business Advisory Associate

Job Summary:

The Business Advisory Associate supports the firm’s growing consulting practice with a focus on ESOP accounting, M&A transaction advisory, and select fractional controller-level support. This role offers a unique blend of technical accounting, financial analysis, and consulting exposure. The ideal candidate brings a strong foundation in financial reporting and is eager to contribute to high-impact client engagements, including Quality of Earnings (QoE) projects and ESOP transaction support.

Key Responsibilities:

• Assist in preparing and analyzing Quality of Earnings (QoE) reports for buy-side and sell-side transactions.
• Support financial due diligence, working capital analysis, and deal execution for M&A engagements.
• Contribute to ESOP consulting engagements, including feasibility studies, pro forma financials, accounting schedules, and audit preparedness.
• Perform financial statement and ratio analysis to assess client performance and risk factors.
• Provide limited fractional controller support, such as cash flow forecasting, budgeting, and variance analysis.
• Collaborate with clients to improve financial processes, reporting accuracy, and decision-making tools.
• Prepare adjusting journal entries, reconcile key accounts, and support month-end closing as needed.
• Work with client accounting systems (e.g., QuickBooks, Sage, ERP platforms) to extract and validate financial data.
• Maintain clear documentation and work papers that support conclusions and meet internal quality standards.

Preferred Qualifications:

• Bachelor’s degree in Accounting or Finance (CPA or CPA-track preferred).
• 1–3 years of experience in public accounting, consulting, or corporate finance.
• Exposure to transaction advisory services, ESOPs, or financial due diligence is a strong plus.
• Working knowledge of core financial statements, GAAP, and common business metrics.
• Advanced Excel skills, including modeling, pivot tables, and scenario analysis.
• Experience with accounting platforms such as QuickBooks, Sage, or other ERPs.
• Strong interpersonal and communication skills; capable of working directly with clients.
• Self-starter with the ability to manage multiple projects and meet deadlines.