Associate, Exit Planning and Transaction Support

We are looking for an Associate to join our Exit Planning and Transaction Support sub-practice, which focuses on M&A execution, financial modeling, and corporate valuation. The role involves working with clients to prepare them for sale and supporting them throughout the deal process. As an Associate, you will work collaboratively with a diverse set of colleagues to guide clients through transaction-related projects.

Requirements

• 3 to 5 years of experience in investment banking, private equity, or quality of earnings
• Proven ability to leverage Excel and other tools to manage, simplify, analyze, and present large and complex datasets
• Experience with Business Intelligence tools (PowerBI, Power Query, and Power Pivot)
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects
• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus

Benefits

• Generous Paid Time Off
• 401k Matching
• Tuition Reimbursement