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
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