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Business Advisory Associate

Business Advisory Associate

Berman Hopkins Wright & LaHam CPAsMelbourne, FL, US
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Job Description

Job Description

Business Advisory Associate

Job Summary :

The Business Advisory Associate supports the firm’s growing consulting practice with a focus on ESOP accounting, M&A transaction advisory, and select fractional controller-level support. This role offers a unique blend of technical accounting, financial analysis, and consulting exposure. The ideal candidate brings a strong foundation in financial reporting and is eager to contribute to high-impact client engagements, including Quality of Earnings (QoE) projects and ESOP transaction support.

Key Responsibilities :

  • Assist in preparing and analyzing Quality of Earnings (QoE) reports for buy-side and sell-side transactions.
  • Support financial due diligence, working capital analysis, and deal execution for M&A engagements.
  • Contribute to ESOP consulting engagements, including feasibility studies, pro forma financials, accounting schedules, and audit preparedness.
  • Perform financial statement and ratio analysis to assess client performance and risk factors.
  • Provide limited fractional controller support, such as cash flow forecasting, budgeting, and variance analysis.
  • Collaborate with clients to improve financial processes, reporting accuracy, and decision-making tools.
  • Prepare adjusting journal entries, reconcile key accounts, and support month-end closing as needed.
  • Work with client accounting systems (e.g., QuickBooks, Sage, ERP platforms) to extract and validate financial data.
  • Maintain clear documentation and work papers that support conclusions and meet internal quality standards.

Preferred Qualifications :

  • Bachelor’s degree in Accounting or Finance (CPA or CPA-track preferred).
  • 1–3 years of experience in public accounting, consulting, or corporate finance.
  • Exposure to transaction advisory services, ESOPs, or financial due diligence is a strong plus.
  • Working knowledge of core financial statements, GAAP, and common business metrics.
  • Advanced Excel skills, including modeling, pivot tables, and scenario analysis.
  • Experience with accounting platforms such as QuickBooks, Sage, or other ERPs.
  • Strong interpersonal and communication skills; capable of working directly with clients.
  • Self-starter with the ability to manage multiple projects and meet deadlines.
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