About the Company
Headquartered in Baltimore, Maryland, STOC Advisory is a business advisory firm specializing in M&A transaction advisory services with an emphasis on accounting, finance and operations. Founded in 2020, STOC has quickly earned its reputation as a nation-leading transaction advisory firm across the dynamic middle-market. While industry agnostic in focus, STOC’s expertise and extensive experience in healthcare and business services has allowed the firm to successfully complete 700+ transactions since inception. The team’s breadth of knowledge enables the firm to effectively partner with Clients to better understand their business models and support clients' investment thesis. Our service offerings include Quality of Earnings (buy-/sell-side financial due diligence), pre-LOI valuation assistance, accounting integration, corporate development support, turnaround and restructuring services, purchase price allocation (PPA) and financial modeling. STOC Advisory has offices located in Baltimore, MD, Minneapolis, MN, and Dallas, TX.
We are seeking a talented and self-motivated Transaction Advisory Services Senior Associate, to support ongoing growth initiatives of the firm.
Duties & Responsibilities:
- Analyze and synthesize Target company data to identify historical and projected financial and operating trends, Quality of Earnings (QoE) and working capital considerations, and potential liabilities and risks which impact valuation and negotiation of the Target company.
- Prepare consistent and reliable financial reporting, organize and manage data, present rolling historical and pro forma results, forecast financials and strategic positioning of deal priorities that truly matter and impact financial results.
- Interface with the Target and Client (i.e., private equity, corporate development, accounting / integration) to obtain information and ensure the delivery of high-quality projects is timely and on budget.
- Analyze employment agreements, facility leases, equipment leases to understand the impact effective impact on free-cash-flow (FCF).
- Embrace a willingness to “roll up her/his sleeves” and work in a lean fast paces start-up environment.
- Supervise and assist in the training of junior team members to ensure high-quality deliverables are consistently executed for Clients.
- Contribute to thought leadership by identifying and implementing more efficient processes, assisting in the development of training materials and creation of templates client- and industry-specific.
- Clearly communicate status updates and identify target key findings both internally and externally.
- Enable leadership teams to make informed business decisions.
- Apply technical accounting and financial knowledge to specific client situations.
- Participate and support business development efforts with current and prospective clients (e.g., research, proposal support, attend networking events, etc.).
Qualifications:
- Bachelor’s degree in Accounting, Finance, Economics, or related field.
- A minimum of three (3) or more years of relevant experience in accounting, M&A, or related professional services consulting.
- Preferred industry experience in Healthcare, Business Services, and/or Retail.
- Strong knowledge of generally accepted accounting principles (GAAP); CPA or CFA preferred.
- Robust analytical skill set with an understanding of integrated financial statements and the underpinnings of accounting.
- Extensive experience analyzing quality of earnings, EBITDA, working capital, and cash flows.
- Superior verbal and written communication skills, with the ability to concisely convey critical issues.
- Ability to multitask and efficiently manage time with a proven record of managing multiple client projects simultaneously.
- Proven success in executive-level interview with Target companies.
- Proficiency in Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Power BI, QuickBooks, PitchBook, Tableau, SQL, and familiarity in AI tools.
If you’re ready to make an impact at a fast-growing, dynamic advisory firm, we encourage you to apply and join STOC Advisory’s mission to drive success for our clients.