Transaction Advisory Analyst

Lumsden & McCormick LLP

Buffalo, NY

JOB DETAILS
SKILLS
Accidental Death and Dismemberment (AD&D), Accounting, Analysis Skills, Certified Public Accountant (CPA), Consulting, Customer Support/Service, Dental Insurance, Disability Insurance, Due Diligence, Finance, Financial Analysis, Financial Audit, Financial Services, Flexible Spending Accounts, Forensic Accounting, Insurance, Life Insurance, Management Consulting, Mergers and Acquisitions, Microsoft Office, Microsoft Word, Multitasking, Project/Program Management, Public Accounting, Sales, Team Player, Time Management, Vision Plan, Work From Home
LOCATION
Buffalo, NY
POSTED
Today

POSITION: Transaction Advisory AnalystOur wholly-owned subsidiary, Brisbane Consulting Group, LLC currently seeks a Transaction Advisory Analyst who will assist us in continuing to provide a positive and supportive work environment. Brisbane Consulting Group is the largest business valuation and management consulting firm in Buffalo, NY. We offer exceptional expertise in business valuation, license and degree valuation, forensic accounting, and the quantification of lost business income, commercial damages, and other financial services.The Transaction Advisory Analyst will work closely with private equity firms, strategic buyers, and business owners on M&A due diligence engagements.RESPONSIBILITIESAnalyze financial statements to assess historical earnings and recurring profitabilityPrepare and support QoE reports that include adjusted EBITDA calculations, revenue normalization, and working capital analysisIdentify and explain non-recurring transactions or accounting anomaliesAssist in drafting executive-level presentations and summariesCollaborate with senior team members to deliver timely, accurate, and actionable insightsSupport clients through buy-side and sell-side transactionsEXPERIENCEBachelor's degree in Accounting, Finance, or a related fieldCPA or CPA-eligible strongly preferredBusiness Valuation experience (highly desirable)2-4 years of experience in public accounting, audit, or transaction advisory (Big 4 or Top 200 firm a plus)Proficient in Microsoft Office, with advanced knowledge in Word and ExcelExperience with M&A, valuation, or due diligence engagements is a plusCapable of managing multiple projects and communicating complex findings clearlyCapable of working in a collaborative and fast-paced team environmentBENEFITSMedical, dental, and vision insurance plansFlexible Spending Accounts (FSA): options for medical and dependent care expensesHealth Savings Account (HSA): with Firm contributions to assist with out-of-pocket medical expensesRetirement Plan: a401(k) plan to help employees save for their future, with firm contributions and profit sharingLife and disability insurance: basic life and AD&D insurance, as well as long-term disability insurancePet insurance benefitsPaid time off: generous paid time off policies, including vacation, sick leave, and holidaysProfessional development opportunities for continuing education, professional memberships, and certificationsHybrid and/or remote work optionsCOMPANY CULTUREOur firm prides itself on fostering a collaborative and supportive work environment. We value diversity, professional growth, and a commitment to excellence. As a Transaction Advisory Analyst, you will be an essential part of our mission to provide exceptional service to our clients.We look forward to welcoming a new team member who is dedicated to making a positive impact on our clients and our firm.#J-18808-Ljbffr

About the Company

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Lumsden & McCormick LLP