About the role

  • Senior Associate handling purchase accounting pertaining to mergers & acquisitions at KSM advisory firm. Collaborating on financial reporting and providing client support throughout the process.

Responsibilities

  • Assist in obtaining, organizing, and preparing data for purchase accounting (ASC 805) and purchase price adjustments, including review of purchase agreements and related schedules
  • Apply purchase agreement elements to opening balance sheets and price adjustment mechanisms, document assumptions and conclusions
  • Support meetings and discussions with target company management to obtain pertinent information; summarize outcomes and action items
  • Own assigned workstreams and deliverables, moving them toward completion while proactively identifying risks, open items, and next steps
  • Support clients in navigating post-closing matters and disputes by organizing facts, analyzing supporting documentation, and preparing schedules
  • Contribute to a variety of projects including accounting investigations, internal control/process consulting, audit support, and technical accounting memo writing
  • Support interim CFO/controller services by assisting with monthly close, account reconciliations, journal entries, and financial statement preparation
  • Help improve close and reporting processes by developing checklists, timelines, templates, standardized workpapers, and management reporting packages (KPIs, dashboards, variance narratives)
  • Assist with audit, lender, and other stakeholder readiness by organizing support, drafting PBC schedules, and coordinating communications
  • Collaborate effectively with project team leads to execute workstreams and ensure deadlines are met
  • Demonstrate strong client service by communicating clearly, meeting deadlines, and escalating issues early.
  • Handle engagement and admin related tasks in a timely and professional manner
  • Collaborate with team members regarding client issues and potential solutions

Requirements

  • Bachelor’s degree in accounting or finance; CPA preferred or actively pursuing
  • 2 - 4 + years of relevant experience in professional accounting services (audit, transaction services, or advisory) or similar relevant experience in mergers & acquisitions
  • Strong working knowledge of U.S. GAAP with application (ASC 805 and ASC 810 exposure a plus)
  • Experience supporting purchase accounting, opening balance sheet work, and purchase price adjustment processes
  • Strong Excel skills with the ability to build, maintain, and troubleshoot schedules, tie-outs, and support tables
  • Strong presentation and analytical skills, detail-oriented, able to identify issues, apply critical thinking, ask the right questions, and follow items through resolution
  • Strong project execution skills: able to manage multiple priorities, meet deadlines, and communicate status/risks effectively
  • Able to adapt communication style to successfully convey objectives and outcomes to clients and internal team members
  • Comfortable supporting ad-hoc accounting advisory/CFO-controller services, including close support, reconciliations, journal entries, and management reporting
  • Able to quickly learn client processes and produce audit-ready workpapers
  • Ability to work in a fast paced, deadline-driven environment while managing client projects, requests, or challenges professionally

Benefits

  • Flexibility to manage your time
  • Resources to grow your career and personal life
  • Culture of collaboration, curiosity, and excellence

Job title

Senior Associate – Accounting Advisory

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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