MERGE & ACQUISITIONS

Position: Bookkeeper and Analyst for Buyside Consulting Due Diligence Analysis (Merger and Acquisition)
Key Qualifications:
• Pro Advisor certified in QuickBooks Desktop and QuickBooks Online
• Bachelor’s degree in accounting, finance, or related field
• 5-7 years of full-time bookkeeping experience
• Experience with M&A, valuations, budgeting, and FP&A
• Prior experience at KPMG or Deloitte preferred
Responsibilities:
Bookkeeping:
• Manage day-to-day bookkeeping tasks using QuickBooks (download, categorize, input, and reconcile transactions)
• Perform quarterly and year-end federal and state payroll tax reporting and sales tax reporting as needed
• Prepare and process year-end tax forms such as 1099s and W2s
• Assist with journal entries and account cleanup to prepare books for tax return preparation
Buyside Consulting Due Diligence Analysis:
• Review general ledgers and financial statements for due diligence in consulting engagements
• Identify unusual general ledger items that may require valuation adjustments
• Prepare post-acquisition analyses to evaluate transaction viability
• Conduct comparative analyses on a common size basis to understand the target company’s economic reality
• Learn to prepare valuation calculations under direct supervision
Skills and Qualifications:
• Extensive knowledge of accounting and financial principles
• Strong analytical, written, verbal, and listening skills
• Detail-oriented, well-organized, and able to communicate effectively
• Experience with financial modeling using Excel
• Ability to conduct market, industry, and competitive research
• Support management in buy-side and sell-side consulting engagements
• Ability to work under tight deadlines and manage multiple workstreams
• Team-oriented mindset, collaborative, and problem-solving skills
Professional & Interpersonal Attributes:
• Strong work ethic, initiative, integrity, and reliability
• Ability to handle confidential information with discretion
Job Type: Seasonal, Contract, Part-time
Core Competencies:
• Financial modeling proficiency in Excel
• Accounting and financial statement analysis
• Transaction support and due diligence analysis
• Business valuation analytical techniques
• Historical and projected financial performance analysis
Please ensure candidates have:
• Experience with KPMG or Deloitte
• Exposure to M&A, valuations, budgeting, and FP&A
We look forward to your application if you meet these qualifications and are ready to support our high-quality, fast-paced environment with dedication and expertise.

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