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Senior Associate - Transaction Services



New York, USA · Austin, TX, USA · Phoenix, AZ, USA · Minneapolis, MN, USA · San Francisco, CA, USA · Houston, TX, USA
Posted on Tuesday, July 9, 2024

Experience a 35X+ award-winning culture!

Ever work at a company where 99% of employees:

  • Look forward to coming to work

  • Feel encouraged to balance work and personal life

  • Are empowered without management watching over their shoulders

  • Trust leadership to run an honest and ethical business

  • Go above and beyond to execute excellently

Embark, a 6X Inc 5000 fastest growing company, is a new kind of business advisory firm with our sights set on $1B+.

We make life easier for finance, accounting, HR and technology leaders, and their teams, by solving their most complex problems with forward-thinking solutions and inimitable hospitality. Our goal is to enable busy clients to think less about work and more about what’s most important to them – families, soccer practice, vacation. We do this by hiring difference makers who love what they do and supporting their whole human development - emotional, physical, spiritual, social, psychological and professional - empowering them to execute excellently for clients.

Here are few reasons why 600+ Embarkers are thriving in and out of work:

  • Opportunity + rewards to make a big impact

  • Unlimited PTO and incentives + support to use it

  • $150/mo to invest in your “whole human development”

  • CPE credits, coaching + quarterly professional development

  • 100% paid healthcare; optional pet insurance

  • Company-paid lunches + monthly social events to strengthen relationships

  • Career advancement opportunities

  • Up to 3% 401K matching + complimentary financial advisory

  • 24/7 counseling available to employees + loved ones

What you’ll be doing…

  • Financial due diligence for both buy-side and sell-side transactions, which includes:

  • Data gathering, manipulation, and analysis

  • Building agendas and discussion points for meetings with client and/or target companies

  • Identifying key accounting issues and deal risks – including the identification, calculation, and documentation of quality of earnings and net working capital adjustments

  • Communicating and interacting with both internal and external leaders on a daily basis

  • Coaching and development of less experienced team members

  • Participating in firm initiatives and recruiting efforts

To be a good fit for our Senior Associate role you will have:

  • Bachelor’s degree in Accounting required (advanced degree is a plus)

  • CPA designation preferred

  • Between 2 to 4 years of experience in Big 4/public accounting performing audits and related services for a diverse client base, and at least 1+ years of transaction services/due diligence experience

  • Experience identifying, calculating, and documenting adjustments related to EBITDA and net working capital

  • Excellent writing and communication skills

  • Experience leading meetings with various members of management (both clients and target companies)

  • Microsoft Office proficiency with a focus on strong Excel and PowerPoint skills

  • The ability to work independently and on multiple projects concurrently

  • Attitude. We work hard and we’re having a blast doing it. What we’re doing is changing the world for the better, and we play to win

  • Hustle. Work well in a fast paced environment. We need somebody not to just keep the trains running on time, but to speed them up

Added bonus if you have:

  • Experience with complex financial analysis:

  • Recurring revenue metrics

  • Price volume analysis

  • Quality of revenue for healthcare companies

  • Inventory costing analysis

What's in it for you:

  • We pay 100% of insurance premiums for YOU & YOUR family

  • Typical salary range of $100,000- $125,000 based on experience

  • We match 50% to 6% on our 401K

  • Highly competitive salaries, unlimited PTO, great work life balance

  • Fully paid parental leave for all new parents

  • $150 Monthly stipend for family gym memberships

  • Clear promotion path up as well as into new divisions

  • Hyper growth Top 500 fastest growing companies in the nation

  • Monthly team outings (think: axe throwing, top golf, go-kart races)

  • All the technology you’ll need to be successful, the most advanced software,& accessories to ensure you get the job done in style

In closing...

If this role sounds exciting, apply and let's start the conversation!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.