Accountabilities:

• Lead complex accounting advisory engagements for private equity and corporate clients, with a primary focus on purchase accounting under ASC 805, opening balance sheet matters, and purchase price adjustments.
• Oversee the collection and analysis of transaction data, including purchase agreements, transaction mechanics, and information required for purchase accounting and purchase price adjustment analyses.
• Apply contractual provisions and transaction terms to opening balance sheets and price adjustment mechanisms, ensuring technically sound and practical conclusions.
• Lead discussions with target company management, attorneys, executives, and other stakeholders to obtain information, resolve issues, communicate findings, and keep engagements progressing.
• Review and oversee the work of Senior Associates and Managers, maintaining high-quality deliverables, effective delegation, consistent review practices, and timely project completion.
• Advise clients on post-closing disputes and other transaction-related accounting matters, as well as accounting investigations, internal controls, audit support, technical accounting memoranda, and broader finance-related advisory projects.
• Contribute to the continued development of the Accounting Advisory practice by evaluating potential service offerings, improving delivery processes, and identifying opportunities to scale capabilities.
• Strengthen existing client relationships and support business development through internal collaboration, cross-selling, marketplace visibility, and external relationship building.
• Collaborate with leaders across Transaction Advisory Services and other service areas to identify complementary solutions and address broader client needs.
• Mentor, coach, and develop team members while helping build a scalable, collaborative, and high-performing accounting advisory team.
• Support proposals, client-facing initiatives, and market-facing activities that contribute to practice growth and increased visibility.
• Manage multiple engagements and competing priorities while maintaining strong client service, technical quality, and adherence to deadlines.

Requirements:

• 8–10+ years of experience in audit, financial reporting, accounting advisory, or a related financial services environment.
• Strong technical accounting expertise, with demonstrated ability to independently research and resolve complex accounting matters.
• Significant experience with purchase accounting, purchase price adjustments, and related transaction advisory engagements, preferably with the ability to lead projects with limited oversight.
• Current and comprehensive knowledge of U.S. GAAP, particularly ASC 805 and ASC 810, with familiarity with M&A processes and transaction environments.
• Bachelor’s degree in Accounting, Finance, or a related discipline; professional certification such as CPA, CFA, or CFE is preferred or may be required based on experience.
• Advanced Excel skills and strong ability to perform detailed financial analysis and work with complex transaction data.
• Proven experience managing, coaching, and developing teams, including delegating responsibilities, reviewing work, providing feedback, and building confidence in less experienced professionals.
• Demonstrated contribution to practice growth through business development, client relationship expansion, internal cross-selling, or development of new advisory services.
• Strong project management, analytical, organizational, and problem-solving capabilities, with the ability to manage multiple engagements in a deadline-driven environment.
• Excellent verbal and written communication skills, including the ability to present complex accounting matters clearly to executives, clients, colleagues, and other stakeholders.
• Ability to adapt communication and leadership style to different audiences and levels of management.
• High level of initiative, professionalism, sound judgment, and ability to work independently while collaborating effectively with multidisciplinary teams.
• Comfortable managing unexpected issues and shifting priorities while maintaining quality and client-service standards.
• Willingness to travel occasionally to client sites, with expected travel below 5%.

Benefits:

• Flexible, remote work environment within the United States.
• Opportunity to work with private equity and corporate clients on complex, high-impact accounting advisory engagements.
• Exposure to purchase accounting, M&A transactions, post-closing matters, and a broad range of accounting and finance advisory projects.
• Significant opportunities for professional growth, leadership development, and advancement within a growing advisory practice.
• Ability to influence service-line strategy, develop new offerings, and contribute directly to practice growth.
• Collaborative environment with opportunities to work across Transaction Advisory Services and other professional disciplines.
• Opportunities to mentor and develop high-performing teams while strengthening leadership capabilities.
• Participation in client-facing, networking, and market-development activities.
• Minimal travel, with less than 5% expected as needed for client engagements.
• A culture that values collaboration, professional development, flexibility, and meaningful career progression.