Transaction Services Associate

at  UHY LLP

TRANSACTION SERVICES ASSOCIATE:

UHY is seeking a self-motived individual who wants to join a fast-paced and growing middle-market Transaction Services team.
This role will be focus on supporting UHY Transaction Services Team in the areas of financial due diligence, buy-side & sell-side advisory, capitalization projects, and other financial advisory engagements.
Given the entrepreneurial nature and structure of our firm, current employees enjoy the opportunity to progress their career at their own pace. Does this sound like a fit for you?
UHY offers a culture-focused, entrepreneurial team, covering a national footprint. Senior Consultants will be deeply involved with all aspects of the financial due diligence process from client development to transaction closing.

• Execute financial due diligence (buy-side and sell-side) engagements including:
• Working collaboratively with senior team members, clients, and target business management teams
• Collecting financial information from the target business / managing the diligence request list
• Performing financial analysis on the target business (margin assessments, trend analysis, price volume analysis, cash proofs, key data reconciliations, etc.)
• Preparing comprehensive financial data books in Excel
• Actively participate in management discussions and correspondence
• Prepare key deal analysis (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.) to help clients evaluate their acquisition decisions and financing requirements.
• Writing reports and supporting delivery of findings to clients
• Preparation of materials to be utilized in the marketing of buy-side and sell-side projects.
• Market research and target reach out for buy-side and sell-side advisory projects.
• Develop and assist in maintaining Financial Forecasts and Models for capitalization and advisory engagements.
• Cultivate key client relationships through advisory work.
• Assist in preparing proposal and engagement letters.
• Provide leadership, mentorship, and supervision to junior team members.
• Exposure to transactional support for capital raising, restructuring, and traditional sell-side investment banking transactions and strategies.