Key Qualifications

• Pro Advisor certified in QuickBooks Desktop and QuickBooks Online
• Bachelor’s degree in accounting, finance, or related field
• 5-7 years of full-time bookkeeping experience
• Experience with M&A, valuations, budgeting, and FP&A
• Prior experience at KPMG or Deloitte preferred

Responsibilities

Bookkeeping

• Manage day-to-day bookkeeping tasks using QuickBooks (download, categorize, input, and reconcile transactions)
• Perform quarterly and year-end federal and state payroll tax reporting and sales tax reporting as needed
• Prepare and process year-end tax forms such as 1099s and W2s
• Assist with journal entries and account cleanup to prepare books for tax return preparation

Buyside Consulting Due Diligence Analysis

• Review general ledgers and financial statements for due diligence in consulting engagements
• Identify unusual general ledger items that may require valuation adjustments
• Prepare post-acquisition analyses to evaluate transaction viability
• Conduct comparative analyses on a common size basis to understand the target company’s economic reality
• Learn to prepare valuation calculations under direct supervision

Skills and Qualifications

• Extensive knowledge of accounting and financial principles
• Strong analytical, written, verbal, and listening skills
• Detail-oriented, well-organized, and able to communicate effectively
• Experience with financial modeling using Excel
• Ability to conduct market, industry, and competitive research
• Support management in buy-side and sell-side consulting engagements
• Ability to work under tight deadlines and manage multiple workstreams
• Team-oriented mindset, collaborative, and problem-solving skills