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Posted March 25, 2024

Transaction Advisory Services Senior Associate

Weaver
Dallas, TX Full Time
Reference: Weaver0e5f6e0b-6385-43cc-9293-54a509534f06

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile

Weaver’s Transaction Advisory Services (TAS) practice is looking for a Senior Associate to join our growing team. This individual will assist with financial due diligence projects for our clients. A Senior Associate takes ownership of projects under the supervision of more experienced team members, including performing analysis of complex and often voluminous information, and preparing concise reports. This individual will build analysis from source documents, understand the level of quality and deliverable expectations for each client, and assist in preparing agendas, schedules, and exhibits. The ideal candidate will have the ability to establish trust with the client, and maintain good working relationships and communication with client personnel and teammates.

This opportunity provides an excellent platform for a qualified candidate to further develop technical skills surrounding change of control events such as refinancing, acquisitions, mergers, etc. in service to our private equity and strategic clients. They will assist in identifying deal issues and other adjustments impacting reports, and draft certain portions of client deliverables. The ideal candidate has leadership qualities and is deadline-oriented with strong business writing and interpersonal skills.

Education and Skills

  • Bachelor’s degree in Accounting, Business Administration, Finance or related field required
  • Master’s degree in Accounting or related field preferred
  • CPA candidate required, CPA preferred
  • 2 – 4+ years of experience in transaction advisory services/due diligence, or public accounting, or equivalent professional experience preferred
  • Thorough understanding of financial statements
  • Advanced understanding of financial reports, transaction cycles, and business processes
  • Project management experience, team orientation and strong interpersonal skills desired

Accounting for more than numbers! At Weaver, we recognize that everyone brings different strengths, backgrounds and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy and support. We are proudly an equal opportunity employer.

Employee Referral Program Eligible

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