Transaction coordinator Jobs in San Bernardino, CA

At 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.

• Introduction to the team

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.

What sets us apart from other Transaction Services teams?_

• Development : We develop our people through on-the-job training. We have an open door policy, and you will receive training from all levels up to Partner. Growth potential is merit-based, which means you have increased flexibility and control over your career. Due to our middle market focus, we have smaller team sizes leading to more meaningful contributions for each team member.
• Experiences : Our people are exposed to a wide variety of industries but also have exposure to leadership within Moss Adams as well as our client management teams. We have offices in 30 locations and our TAS team works as one-firm; meaning you'll get to work with colleagues from all offices and clients both domestic and international.
• Work / life balance : Work / life balance and diversity in experiences is a pillar of the Moss Adams culture. While serving and executing on our clients is always top of mind, being cognizant of the life you live outside of work is one that is recognized as just as important to your overall growth.
• Investing in our people : Moss Adams leads with a West mindset and is proactive with employee initiatives. We have support initiatives for a variety of causes and Moss Adams takes a proactive approach to engaging all employees in meaningful conversations that move the firm forward.

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 Seniors
• Qualifications :
• Bachelor's degree with a major in accounting or related field required
• CPA preferred
• Minimum of 4 years of related experience required with at least two years experience supervising and training
• Proven experience leading transaction services or Assurance / External Audit engagement teams at a large national professional services firm preferred
• Must have the ability to analyze complex business and transaction situations
• Proven experience in managing multiple client engagements simultaneously and learning new business quickly with strong motivation to meet client deadlines and provide excellent client service
• 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
• Strong project management / organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment
• 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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
• 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 [email protected].
• Some local / state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It's uncommon for an individual to be hired at the top end of the pay range. 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.
• Compensation Range \(Denver Market ONLY\) :
• Washington State - $114,000 -$173,000 California State - $122,000 -$198,000 Colorado State - $114,000 -$165,000 Remote - - $114,000 -$165,000
• Primary Location
• Seattle, WA
• Other Locations
• San Francisco, CA, Pasadena, CA, Woodland Hills, CA, Dallas, TX, San Diego, CA, Remote, Orange County, CA, Denver, CO, Silicon Valley, CA, El Segundo, CA, Portland, OR, Houston, TX
• Employee Status :
• Regular
• Schedule :
• Full Time
• Req ID :
• 27801