MERGE & ACQUISITIONS

We are seeking a highly skilled Bookkeeper & Buyside Consulting Analyst to support accounting, bookkeeping, and M&A advisory activities. This hybrid role includes full-charge bookkeeping and financial analysis to aid buyside due diligence for mergers and acquisitions.
The ideal candidate is QuickBooks ProAdvisor certified (Desktop & Online), technically strong, highly analytical, and able to work independently in a fast-paced environment. This role suits someone who enjoys both hands-on accounting and higher-level financial analysis.
Responsibilities:
Bookkeeping:
• Manage daily bookkeeping with QuickBooks Desktop & Online
• Download, categorize, input, and reconcile financial transactions
• Perform monthly reconciliations; assist with month-end and year-end close
• Prepare and process federal/state payroll tax reports (quarterly & year-end)
• File sales tax reports as needed
• Prepare year-end forms including 1099s & W-2s
• Assist with journal entries, account cleanup, and tax return preparation
• Maintain accurate records and communicate with clients on outstanding items
Buyside Consulting:
• Review general ledgers and financial statements for M&A due diligence
• Identify unusual or non-recurring transactions affecting valuation
• Prepare post-acquisition viability analysis for purchase decisions
• Develop common-size statements and comparative analyses
• Support preliminary valuation calculations under supervision
• Conduct basic market, industry, and competitor research
• Prepare Excel financial models, performance analyses, and summary schedules
• Collaborate with senior consultants on M&A transactions and engagements
Required Qualifications:
• Bachelor's degree in Accounting, Finance, or related field
• QuickBooks ProAdvisor Certification in Desktop and Online
• 5–7 years full-time bookkeeping experience
• Strong accounting principles and financial statement knowledge
• Experience with:
• Payroll tax filings
• Sales tax filings
• 1099s & W-2s
• Proficient in Excel (PivotTables, VLOOKUP/XLOOKUP, basic financial modeling)
• Strong written and verbal communication
• Excellent organization and attention to detail
• Ability to work independently, meet deadlines, and multitask
Preferred Qualifications:
• Experience at KPMG, Deloitte, or other CPA/consulting firms
• Exposure to M&A transactions, valuation analysis, FP&A, budgeting, forecasting, Quality of Earnings review
• Experience analyzing historical and projected financial performance
• Familiarity with buy-side or sell-side consulting engagements
• Strong analytical and problem-solving skills
Core Competencies:
• Financial modeling & Excel analysis
• General ledger review & anomaly detection
• Transaction support & due diligence
• Accounting accuracy & compliance
• Time management & prioritization
• Collaboration & communication
• Professional integrity & confidentiality