Associate - Investment Banking (U.S.)

 

Investment Banking Opportunity - Associate in Transaction Services Technical Accounting and Reporting Team

Overview

Our TorontoJobs.ca client is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation.

The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services.

Client is the No. 1 M&A advisor for the past six consecutive years in the U.S., the No. 1 global restructuring advisor for the past seven consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions.

Job Purpose:

Client’s Transaction Services Technical Accounting and Reporting practice is excitingly growing.

Client’s advisory team works closely with clients through their strategic deal making financial reporting requirements. Specialists have deep knowledge of deals, sectors, and accounting matters that enables them to fully understand the challenges clients face, including:

• Buyer/financial statements and disclosures
• Sponsor-driven management reporting
• Lender financial and covenant requirements
• Regulatory compliance

As an associate, you will:

• Team with a highly talented and dedicated group of M&A and Advisory professionals, providing you broad exposure to different transactional and technical issues affecting businesses within the M&A and capital markets today.
• Work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets.
• Develop and extend your financial and interpersonal skills as you collaborate with management finance teams and sponsors to advance their accounting and financial reporting objectives resulting from transaction driven events.

The Team works closely with corporate finance and restructuring colleagues across all Client industry platforms, on a variety of projects and accounts. 

Responsibilities ​& Deliverables:

• Participate in buy-side, sell-side, restructuring, and capital raising transaction advisory engagements
• Draft and review analyses and findings for delivering unbiased advice to management for their records or inclusion in transaction advisory reports specific to key technical issues
• Develop and review financial models
• Research technical guidance and market practices around accounting and financial reporting issues
• Review transaction agreements, customer, and supplier contracts
• Support discussions with senior client executives and management
• Support diligence projects through fieldwork, management meetings and desktop reviews
• Communicate potential external audit risks and considerations when applying technical accounting guidance and structuring
• Extend industry skills and qualifications
• Develop professional network and relationships with firm, client and target professionals
• Collaborate closely with corporate finance, valuation and financial restructuring colleagues
• Supervise team members through training, coaching and critical review

Basic Qualifications:

• Bachelor’s degree in accounting from an accredited college/university
• CPA certification is required
• 4+ years of Transaction Services experience or 2+ years of external audit experience and at least 2 years of Transaction Services experience with a Big 4 U.S. or U.S. national public accounting firm
• Must be able to work in the U.S.

Preferred Qualifications:

• Experience providing accounting and financial reporting advisory services and other transaction-related services
• Demonstrated understanding and application of capital markets and valuation concepts
• Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
• Strong analytical abilities
• Ability to handle multiple assignments simultaneously
• Exceptional verbal and written communication skills
• Strong command of Microsoft Excel, PowerPoint and common database systems
• Experience with data analytics tools (Alteryx, Tableau, etc.) preferred