Senior Consultant, Transaction Advisory

Posted 16 Hours Ago
Be an Early Applicant
San Ramon, CA
3-5 Years Experience
Financial Services
The Role
The Senior Consultant in Transaction Advisory will perform financial due diligence for mergers and acquisitions, prepare financial statements, and assist with transaction advisory engagements. Responsibilities includes analyzing company data, creating tailored advisory reports, managing projects, and mentoring junior staff.
Summary Generated by Built In

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. 

Our Transaction Advisory Services practice focuses on the financial and tax due diligence pertaining to mergers, acquisitions, and divestitures. We are a national team that works with strategic private and public companies as well as private equity, across many industries. 

Job Responsibilities 

  • Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial due diligence, in collaboration with tax and advisory diligence. 

  • Conduct Financial Due Diligence, including preparation of Quality of Earnings reports and balance sheet reviews related to working capital analysis. 

  • Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. 

  • Assist the Manager with buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals and helping advisors reach a successful transaction outcome. 

  • Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company. 

  • Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management’s budget, and indebtedness considerations. 

  • Lead and manage projects while coordinating directly with clients 

  • Supervise and mentor staff or make timely and effective performance feedback and training 

Requirements 

  • BS degree in Accounting, Finance, another Business-related field, or equivalent work experience

  • Minimum of 3 years’ experience in a public accounting firm and operational accounting role, but new hires with strong college results, work history or active in extracurricular activities will also be considered 

  • Minimum one year of Transaction Advisory Services experience

  • Strong Excel and PowerPoint skills 

  • CPA is preferred 

  • A strong and up-to date knowledge of US GAAP

  • Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills

  • Self-motivated individual with the ability to meet project deadlines 

  • Ability to work well within a team structure with limited supervision and effect change cross-functionally 

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino’s employees to perform their job duties may result in discipline up to and including discharge.

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.

Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $90, 850 -$145, 200. Compensation may vary based on skills, role, and location.

Armanino has a robust offering of benefits, including: 

  • Medical, dental, vision 

  • Generous PTO plan 

  • Flexible work arrangements 

  • 401K with Profit Sharing 

  • Wellness program 

  • Generous parental leave 

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

#LI - Hybrid

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

The Company
HQ: San Ramon, CA
2,706 Employees
On-site Workplace
Year Founded: 1969

What We Do

Armanino LLP is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business.

Armanino brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and provide proactive counsel throughout the year.

We are perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four"​ firms or outgrowing their local CPA. We have three departments consisting of Audit, Tax and Consulting that provide a complete array of traditional and non-traditional services.

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