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Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations

Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations

Houlihan LokeySan Francisco, CA, United States
2 days ago
Job type
  • Full-time
Job description

Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations

Overview

Houlihan Lokey, Inc. (NYSE : HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Business Unit : Financial And Valuation Advisory

Industry : Transaction Advisory Services

Overview

Houlihan Lokey, Inc. (NYSE : HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Financial and Valuation Advisory

Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Transaction Advisory Services

Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge and industry experience, the TAS team supports clients in M&A, strategic transformations and capital markets endeavors.

Drawing on Houlihan Lokey’s market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.

Job Purpose :

Our Transaction Advisory Services, Accounting and Financial Reporting (TAS / AFR) practice is excitingly growing. We are looking for a new associate.

Our AFR advisory team works closely with clients through their strategic dealmaking financial reporting requirements. Our specialists have deep knowledge of deals, sectors, and accounting matters that enables them to fully understand the challenges clients face, including :

  • Buyer / seller financial statements and disclosures
  • Sponsor-driven management reporting
  • Lender financial and covenant requirements
  • Regulatory compliance

As an associate, you will :

  • Team with a highly talented and dedicated group of M&A and Advisory professionals, providing you broad exposure to different transactional and technical issues affecting businesses within the M&A and capital markets today.
  • Work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets.
  • Develop and extend your financial and interpersonal skills as you collaborate with management finance teams and sponsors to advance their accounting and financial reporting objectives resulting from transaction driven events.
  • We team closely with our corporate finance and restructuring colleagues across all our industry platforms, on a variety of projects and accounts.

    Responsibilities & Deliverables :

  • Participate in buy-side, sell-side, restructuring and capital raising transaction advisory engagements
  • Draft and review analyses and findings for delivering unbiased advice to management for their records or inclusion in transaction advisory reports specific to key technical issues
  • Develop and review financial models
  • Research technical guidance and market practices around accounting and financial reporting issues
  • Review transaction agreements, customer and supplier contracts
  • Support discussions with senior client executives and management
  • Support diligence projects through fieldwork, management meetings and desktop reviews
  • Communicate potential external audit risks and considerations when applying technical accounting guidance and structuring
  • Extend industry skills and qualifications
  • Develop professional network and relationships with firm, client and target professionals
  • Collaborate closely with corporate finance, valuation and financial restructuring colleagues
  • Supervise team members through training, coaching and critical review
  • Basic Qualifications :

  • Bachelor’s degree in accounting from an accredited college / university
  • CPA certification is required
  • 4+ years of Transaction Services experience or 2+ years of external audit experience and at least 2 years of Transaction Services experience with a Big 4 or national firm
  • Preferred Qualifications :

  • Experience providing accounting and financial reporting advisory services and other transaction-related services
  • Demonstrated understanding and application of capital markets and valuation concepts
  • Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
  • Strong analytical abilities
  • Ability to handle multiple assignments simultaneously
  • Exceptional verbal and written communication skills
  • Strong command of Microsoft Excel, PowerPoint and common database systems
  • Experience with data analytics tools (Alteryx, Tableau, etc.) preferred
  • Compensation And Benefits

    Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is : $95,000.00-$160,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

    Houlihan Lokey provides a competitive benefits package.

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

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