Business Advisory Associate

Business Advisory Associate Job Summary: The Business Advisory Associate supports the firm's growing consulting practice with a focus on ESOP accounting, M&A transaction advisory, and select fractional controller-level support. This role offers a unique blend of technical accounting, financial analysis, and consulting exposure. The ideal candidate brings a strong foundation in financial reporting and is eager to contribute to high-impact client engagements, including Quality of Earnings (QoE) projects and ESOP transaction support. Key Responsibilities: * Assist in preparing and analyzing Quality of Earnings (QoE) reports for buy-side and sell-side transactions. * Support financial due diligence, working capital analysis, and deal execution for M&A engagements. * Contribute to ESOP consulting engagements, including feasibility studies, pro forma financials, accounting schedules, and audit preparedness. * Perform financial statement and ratio analysis to assess client performance and risk factors. * Provide limited fractional controller support, such as cash flow forecasting, budgeting, and variance analysis. * Collaborate with clients to improve financial processes, reporting accuracy, and decision-making tools. * Prepare adjusting journal entries, reconcile key accounts, and support month-end closing as needed. * Work with client accounting systems (e.g., QuickBooks, Sage, ERP platforms) to extract and validate financial data. * Maintain clear documentation and work papers that support conclusions and meet internal quality standards. Preferred Qualifications: * Bachelor's degree in Accounting or Finance (CPA or CPA-track preferred). * 1-3 years of experience in public accounting, consulting, or corporate finance. * Exposure to transaction advisory services, ESOPs, or financial due diligence is a strong plus. * Working knowledge of core financial statements, GAAP, and common business metrics. * Advanced Excel skills, including modeling, pivot tables, and scenario analysis. * Experience with accounting platforms such as QuickBooks, Sage, or other ERPs. * Strong interpersonal and communication skills; capable of working directly with clients. * Self-starter with the ability to manage multiple projects and meet deadlines.

Created: 2026-04-02