Advisory Senior Associate

In your role as an Advisory Senior Associate, you will support our Advisory team as we provide strategic guidance, technical advice, and support high-growth and ambitious entrepreneurs and clients in venture capital, private equity, private middle-market enterprise, and global corporations across diverse industries.  Advisory Senior Associates at Calvetti Ferguson are valued team members and leaders across a diverse range of project areas including mergers, acquisitions, and divestitures, valuations, technical accounting and reporting, governance, risk, and controls, and technology advisory.

A successful Advisory Senior Associate:

• Seeks to build a diverse and dynamic set of differentiated skills and experiences while developing professionally and personally in a high-performing team
• Is entrepreneurial, optimistic, views challenges as opportunities and wants to be part of a high-growth business, practice, and team
• Is agile, adaptive, and comfortable in dynamic and fast-paced environments, including excellent project management and organization skills
• Is curious, asks insightful questions, and seeks to acquire new skills, experiences, and understanding of the industries and businesses of each client and project
• Thinks critically, organizes, analyzes and interprets data efficiently and effectively
• Possesses excellent interpersonal and relationship building skills with teammates, colleagues, and clients to develop and foster trust, commitment, and collaboration
• Aspires to develop business development skills, firm, practice, and personal branding and be a firm representative in industry and community events

Engagements include:

• Buy-side and Sell-side Due Diligence and Quality of Earnings
• Entity and Asset Valuations
• Transaction Readiness
• Technical Accounting & Financial Reporting Advisory
• Governance, Risk, and Control Advisory, including SOX and Internal Audit
• Technology Advisory, including SOC Reports, Cyber Risk and Automation

Qualifications

• A Bachelor’s degree in Accounting or Finance.
• Pursuing Certified Public Accountant (CPA) designation
• At least two (2) years’ professional experience in external audit, transaction diligence, or internal controls advisory.
• Experience with a Big 4 or other industry-leading CPA firm is an added advantage.
• Travel approximately 10%

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

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NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.