Transaction Advisory Services Senior

LBMC OVERVIEW

LBMC is built on individuals with entrepreneurial spirits and believe in the power of a hybrid workforce. We are consistently named a Pacesetter for Growth in the U.S. as we continue to add team members to each of 4 LBMC offices in the Southeast and remote. LBMC also continues to receive accolades including being noted as a Fortune Great Place to Work, a Top 5 Firm in the Southeast, a Top Accounting Firm on Accounting Today’s Top 100 list, Best Firm in Technology, Best Workplace in Consulting & Professional Services, and more! We are proud to provide individualized career paths regardless of team member location and work schedules.

LBMC offers competitive benefits including generous PTO schedules, dynamic technology solutions for remote work, robust Talent Development and continuing professional education programs, inclusive Business Resource Groups, enhanced parental leave, thoughtfully structured mentorship and individual development programs, and more. We are committed to giving back to our local communities through LBMC initiatives such as Lending Hands and the LBMC Cares Foundation to support causes important to team members. While we may have a global footprint, we still believe in the power of southern hospitality and supporting the causes that matter to both our team members and clients and are committed to enhancing team member benefits as we identify gaps and changes in the marketplace.

LBMC values individuals with a growth mindset and entrepreneurial spirit, so if you have an innate curiosity for solving problems and creating solutions—LBMC is the place for you! If you are interested in joining a firm that provides personalized career paths, the opportunity to work with sophisticated clients around the US, and encourages a “work that works for you” mentality, please reach out.

OPPORTUNITY

This Transaction Advisory Services Senior role is a great opportunity for anyone passionate about M&A financial due-diligence services and is looking to step into a highly visible role with sophisticated clients.  You would be joining a progressive office in Nashville in a remote capacity and receive mentorship and support from seasoned industry professionals in the market.   

The LBMC TAS Senior will work on a diverse set of accounting and due-diligence projects encompassing client operations in major economic hubs including, but not limited to; Nashville, Dallas, Charlotte, Atlanta, Chicago, and Denver. High-performing individuals have a clearly defined path for advancement to Manager, Senior Manager, and/or Shareholder roles within LBMC. This role will give candidates the opportunity to work with a TAS team that has 80 years of combined Big 4 experience and $65B in completed work.

SCOPE OF WORK

• Participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers.
  • Perform pre-consultation industry and company research and find effective ways to maintain a productive working relationship with client personnel
  • Assist with preparing interview schedules of departments including finance, operations, HR, marketing, or strategic leadership
  • Analyze financial/operational results of targets through reviewing accounting records (earnings, net assets, cash flows, etc.)
  • Prepare/evaluate pro forma financial information including the effects of seasonal/cyclical changes on cash flow requirements
  • Identify issues for purchase price reductions, deal restructuring, deal termination, and/or pre/post-acquisition issues.
• Direct the progress of fieldwork, inform supervisors of the engagement status, and manage Staff/Analyst performance.
• Write and distribute credible, succinct and insightful business reports and to deliver effective client presentations.
• Works diligently building relationships with key stakeholders at client organizations to continue to foster a long-term partnership between the LBMC TAS Department and external clients. High-performing individuals will be alert to client needs for the possible expansion of services to other LBMC service lines
• Adheres to LBMC’s defined processes and procedures including the firm's policy on privacy and client confidentiality. Knows and follows the rules, regulations, and the Code of Professional Conduct of the AICPA, the Tennessee Society of CPAs, the Tennessee Board of Public Accountancy, and other regulating bodies as appropriate.

IDEAL CANDIDATE PROFILE

• Bachelor's Degree in Accounting
• 3 years of experience at a public accounting firm with at least 2 of those years being with a deals, M&A, or transaction advisory team
• Advanced proficiency with spreadsheets and reporting tools (Microsoft tools)
• Willingness to travel (10-15%) as requested by LBMC clients

Diversity and Inclusion at LBMC

Commitment to our team members, clients, and the communities in which we work. At LBMC, our mission of delivering the best to our clients and each other every day is rooted in our unique differences.  Our engagement, growth and success are at their best when team members have equal opportunity and are included. Diversity brings value to LBMC by connecting us with our community and driving innovation.

*LBMC provides equal opportunities to all employees and applicants for employment. We recruit, employ, train, compensate and promote without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status or any other protected category under federal, state and local law.*