M&A Quality of Earnings / Transaction Advisory Specialist

We’re seeking a skilled financial professional to join our team as a Quality of Earnings / Transaction Advisory Specialist.

This unique role is ideal for someone with solid experience in accounting management, QuickBooks, and M&A advisory work who is also comfortable acting as a thought partner throughout the business day.

You will work closely with our team, being on Zoom and available to work Monday-Friday (9AM - 6PM EST, with one hour lunch/dinner whenever you'd like) during calls and meetings, providing ongoing support and stepping in to handle various accounting and administrative tasks as needed.

Key Responsibilities

• Real-Time Support: Be available on Zoom throughout the workday to assist with accounting and advisory tasks, jumping in between calls and meetings.
• Accounting and QuickBooks Management: Handle routine accounting duties, manage QuickBooks entries, and assist with financial record-keeping.
• M&A and Transaction Advisory: Support M&A advisory work, including due diligence, document organization, and data analysis.
• Administrative and Executive Assistance: Act as an executive assistant by helping manage schedules, reminders, and general administrative tasks.
• Learning and Adaptation: Gradually learn the business segments and become a proactive thought partner in the workflow.

In this role, you’ll lead buy-side and sell-side financial due diligence for corporate clients, private equity groups, and commercial lenders.

You’ll analyze, report, and advise on earnings quality, working capital, and overall business performance during high-stakes transactions.

Key Previous Experience Needed:

• Conduct financial due diligence for both buy-side and sell-side engagements.
• Analyze quality of earnings adjustments and net working capital impacts.
• Draft and present reports summarizing findings, business performance, and transaction-related issues.
• Manage multiple engagements for private equity clients and companies.
• Serve as the primary point of contact for clients throughout the transaction process, ensuring timely and clear communication.
• Perform comprehensive financial analysis, including cash flows, asset valuation, earnings quality, and working capital assessments.
• Prepare detailed reports highlighting key findings, insights, and potential risks.

Who We’re Looking For:

• Must have a professional accounting qualification.
• Strong Excel skills.
• Audit background.
• Hands-on experience with QuickBooks (must-have).
• Tech-savvy—comfortable using ChatGPT or similar AI tools for research, email writing, etc.
• Experienced professional with at least 5–7 years in finance, accounting, or a related field.
• Bonus points for ex-investment bankers or those with strong deal experience.

Timing: 9AM EST - 6PM EST USA Hours (1 hour lunch/dinner break)

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