Actively participate in the firm’s Transaction Advisory Services Group (TAS) primarily on due diligence engagements by preparing detailed financial analysis and developing plans to assist clients throughout buy and sell-side advisory projects. The candidate will focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.


  • Assist in buy-side and sell-side transaction services engagements, providing financial due diligence services to private equity, mezzanine funds and strategic buyers.
  • Ability to analyze large volumes of data and prepare various analyses with an emphasis on the quality of earnings, working capital and debt and debt-like analyses.
  • Provide an understanding and evaluation of Target/Client financial and operational conditions and financial reporting processes, assessing normalized cash flows and helping identify key transaction issues.
  • Assist and lead sections of due diligence meetings with Target/Client management.
  • Own, manage and track information request lists, flow of information and any necessary communications between the Firm and Target/Client.
  • Consult and communicate with department leaders and client personnel to ensure completion of engagements.
  • Effectively write and communicate reports/deliverables to the engagement team and Target/Client.
  • Develop effective and accurate analyses and reports.


  • Complete assignments within established budget for assigned areas and monitor and report the actual hours incurred compared to the budget for assigned client engagements.
  • Achieve charge hour budget and meet hour expectations established by Firm.
  • Participate in “approved” non-client initiatives to improve firm administration.
  • Consistently utilize all firm and department software efficiently.
  • Complete and ensure completion of accurate, neat, organized analysis and reports.

Practice Growth:

  • Represent firm and build relationships by participating in outside activities.
  • Demonstrate strong leadership skills while working on client work and firm-related projects.
  • Demonstrate excellent written and verbal communication skills.

Client Focus:

  • Demonstrate strong analytical skills, judgment and knowledge of GAAP.
  • Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
  • Lead client and team interaction to help ensure efficient flow of information between team members and client personnel.
  • Identify process improvements resulting in efficiencies on client engagements.
  • Comprehend and summarize complex issues.
  • Ability to complete assignments timely and accurately.
  • Demonstrate ability to work additional hours as necessary to meet client deadlines.

Brand Culture/Development:

  • Exemplify Brand Attributes of the Firm.
  • Adhere and ensure compliance with all administrative policies and procedures of the Firm.
  • Demonstrate ability to address conflict with peers and subordinates.
  • Consistently enhance and develop individual, professional and technical skills.
  • Provide timely feedback to direct reports and identify coaching and mentoring opportunities to assist in development of the associate.

Work Experience and Education:

  • BA or BS in accounting.
  • Must be a CPA or actively pursuing to complete the CPA exam.
  • Strong proficiency in the use of technology, in particular Excel and PowerPoint.
  • Approximately 2-3 years of financial audit or transaction advisory experience preferred.
  • Previous Due Diligence experience preferred.

Organizational Relationships:

  • Individual will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.
  • May supervise interns and staff members on client engagements.

Special Requirements:

  • Reliable transportation for on-site client work.
  • Ability to work evenings and weekends based on time of year and client demands.


Job Application Form

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