
Senior Analyst, Transaction Advisory Services
Required skills
- financial diligence
- economic research
- industry research
- benchmarking
- financial analysis
- data analysis
- Microsoft Excel
- Microsoft Office
- project management
- accounting
Nice to have
- CPA
- CFA
- ABV
- CVA
- CFF
- CFE
Role summary
BMF, a leading accounting and advisory firm, seeks a Senior Analyst for its Transaction Advisory Services (TAS) division. This role involves performing financial diligence, analyzing target company data, and developing financial models. The analyst will conduct economic and industry research, benchmark performance, identify risks, and manage projects. The position requires proficiency in Microsoft Excel and strong analytical, communication, and problem-solving skills. The firm offers competitive compensation, benefits, ongoing training, and a hybrid work environment.
With 60+ years in business, BMF is one of the region’s premier accounting and advisory firms with a long history of serving leading public and private organizations in Northeast Ohio, and was recently recognized as a 2025 Best of the Best Firm and also a Top 200 Firm by Inside Public Accounting.
Why You Should Consider BMF
Our employees enjoy highly competitive compensation and benefits packages; receive ongoing training and professional development on the latest technical issues; and an energetic culture that encourages advancement and promotion.
Other perks: Teleflex work arrangements, 4 weeks PTO, 10 paid holidays, 401(k) match, firm-paid benefits include dental, vision, short term disability and life insurance, comprehensive health insurance options heavily subsidized by firm, casual dress code, robust CPA benefits, including an additional 10 paid days off to study, CPA bonus upon completion, annual performance bonus, annual loyalty bonus, firm sponsored sports teams. The real bonus: working with an awesome team you can call friends.
Job Summary
Our clients chose our team of TAS professionals to provide proactive advice from planning to close, helping them stay the course through the transaction process and maximizing the value of the transaction for them. As a Senior Analyst in our Transaction Advisory Services division, you will be a pivotal member of the team performing financial diligence project work.
Responsibilities and Duties
Your Responsibilities include, but are not limited to:
- Gathering and managing data pertinent to the engagement, analyzing and inputting the data into financial models, and communicating the status of data with other members of the department.
- Performing in depth economic and industry research on a wide array of different industries.
- Analyzing target company data in support of financial due diligence engagements while developing a thorough understanding of business processes, key risk areas, and strengths and weakness of the target company.
- Benchmarking, financial analysis, identification potential irregularities, etc.
- Project management.
- Development of client deliverables.
- Performing ad hoc projects as needed.
Qualifications and Skills
- Intermediate understanding of economics, financial theory and principals of accounting.
- Strong attention to detail, accuracy and reliability.
- Strong written and verbal communication skills with the ability to work effectively as a team player.
- The ability to work independently, multi-task and proactively communicate.
- Possesses high standards of work output, delivers on commitments and takes initiative.
- Problem-solving and analytical skills with the ability to take ownership of projects producing high quality results.
- Excellent organizational skills with the ability to prioritize and manage multiple tasks.
- Highly proficient in Microsoft Excel and other Microsoft Office products) and focus on using technology to improve processes.
- Entrepreneurial approach with a technical curiosity.
Education and Experience Required
- 2 - 4 years of previous public accounting, corporate finance, or other relevant business experience.
- Bachelor's degree in accounting or finance.
- Candidates must meet educational requirements to sit for and obtain CPA or CFA license. CPA or CFA licensed a plus.
- Other accounting related credentials are welcome (i.e., ABV, CVA, CFF, CFE, CM&AA, CFA)
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