Transaction Services Senior

Company: Moss Adams LLP
Location: San Francisco
Posted on: May 12, 2025

Job Description:

Job Description - Transaction Services Senior (28106)Transaction Services Senior (Job Number:28106 )Employee StatusEmployee Status: Regular Schedule : Full TimePrimary Location: San Francisco, CAOther Locations: Santa Rosa, CA, Silicon Valley, CA, Walnut Creek, CA, Sacramento, CADescriptionAt Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges.Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.Responsibilities:

• Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
  
• Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities
  
• Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members
  
• Coordinate services as needed with other practice areas of the firm
  
• Build relationships with existing clients, including involvement in networking and business development activities
  
• Provide both leadership and supervision to Staff and SeniorsQualifications:
  
  • Bachelor's degree with a major in accounting or related field required, CPA preferred
    
  • Minimum of 2 years of related experience required
    
  • Experience in a Transaction Services or in Assurance/External Audit in a professional services firm is preferred
    
  • Must have the ability to analyze complex business and transaction situations
    
  • Must have the ability to work on multiple engagements simultaneously and learn new business quickly
    
  • Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment
    
  • Strong verbal and written communication skills including the ability to effectively present to large or small groups
    
  • Self-directed professional with strong interpersonal skills and marketing abilities required
    
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills
    
  • Ability to travel as needed, approximately 15%Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities.
    
    Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.
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Keywords: Moss Adams LLP, North Highlands , Transaction Services Senior, Accounting, Auditing , San Francisco, California