Transaction Advisory Senior Associate

About this role

About Grassi

After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories.

With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future.

Job Summary

We are currently seeking a Transaction Advisory Senior Associate focused on Financial Due Diligence to join our team in any of the following office locations: Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities include, but are not limited to:

• Supporting buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements by performing analyses and assisting in the evaluation of transaction opportunities

• Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and other factors impacting transaction outcomes

• Assisting in the preparation of QoE reports, presentations, and client deliverables that communicate findings, adjustments, and key financial insights

• Evaluating revenue, earnings, working capital, cash flow, and balance sheet accounts to assess the financial performance and health of target businesses

• Conducting detailed financial analyses and research to support engagement teams throughout the transaction process

• Collaborating with engagement teams to gather and organize client data, perform testing procedures, and meet project deadlines

• Participating in client meetings and management interviews while developing relationships with clients and key stakeholders

• Contributing to multiple engagements simultaneously while maintaining accuracy, organization, and attention to detail

• Staying current on industry trends, accounting developments, and transaction advisory best practices to enhance technical knowledge and client service

• Supporting a collaborative team environment through knowledge sharing, professional development, and a commitment to delivering high-quality client service

• Traveling to client sites and firm offices as needed to support engagement requirements

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field

• Minimum of 1+ years of Transaction Advisory experience, and 3+ total years of relevant experience

• CPA license required

• Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered

• Excellent interpersonal, organizational, initiative, and leadership skills

• Strong written and verbal communication skills

• Proficiency with Microsoft Office Suite and relevant software

• Ability to manage multiple priorities in a deadline-driven environment

• Maintains a high level of professionalism and consistently demonstrates respect for others

Why Grassi?

Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:

Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO.

Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients.

Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program.

ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan.

CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work…