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CB
Cherry Bekaert
Deal Advisory Senior Associate
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$106,908 / year median in Virginia
+2% projected growth
Job Description
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (https://www.cbh.com/about/awards-and-recognition/) ,
- Cherry Bekaert
- delivers innovative advisory, assurance and tax services to our clients.
- Senior Associate
- to join our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource.
- As a Senior Associate, you will:
- + Perform buy-side and sell-side accounting and financial due diligence engagements + Develop relationships with clients and engage in effective interactions with target company executives + Perform quality of earnings and working capital analyses + Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price + Identify and evaluate financial and operational trends of target companies + Communicate effectively, both verbal and written, our due diligence findings •What you bring to the role:•+ Bachelor's Degree in Accounting (preferred), Finance or related business discipline + 2+ years within a professional services discipline, with some level of Financial Due Diligence preferred and a foundation in audit, financial reporting, or accounting advisory responsibilities (Big 4, National or large Regional CPA firm experience preferred) + Advanced Degree or relevant professional certification such as CPA or CFA preferred + Strong GAAP, data analysis/mining and critical thinking skills + Positive Attitude, Strong work ethic + Experience working with Private Equity groups preferred + Willingness to travel as needed (expected