- Key contributor to building our PE practice nationally. You have developed key relationships and positioned SA to be successful in this vertical market.
- Participating in the operational leadership team providing value beyond your vertical expertise to support the overall growth of SA.
- Being regarded by your colleagues as a “go to” resource within SA and are sought out for your expertise and advice.
- Demonstrating adaptability, curiosity, and a detail-oriented approach.
QUALITY ATTRIBUTES:
- Coachable / Adaptability: Clients can vary widely and the ability to adapt to different organizational cultures, team dynamics, and service needs is crucial.
- Curiosity / Continuous Learner: A willingness to embrace continuous learning and stay updated on industry trends, methodologies, and organizations’ goals. Ability to receive feedback and improve.
- Listener: Be able to build and maintain positive client relationships by active listening, empathy, and the ability to understand and address client needs.
- Industry Expertise: Maintaining and growing expertise in the private equity industry and understanding industry-specific dynamics, challenges, and trends.
- Close Deals: The ability to influence and engage with clients to adopt recommended strategies and solutions as well as overcome objections to win the deal.
- Detail-Oriented: Leverage tools and resources to track relationships and opportunities to enable accurate and timely reporting and follow up.
QUALIFICATIONS, EDUCATION, EXPERIENCE:
- Minimum of 7-10 years of accounting experience focused on mergers and acquisitions experience with increasing responsibility.
- Bachelor’s Degree with emphasis in Finance, Accounting, Statistics, Mathematics, or Economics from an accredited college or university.
- CFA, CPA, and/or MBA or Masters in Finance preferred.
- Proficiency in G-Suite, Zoom, Microsoft Office Suite, and other accounting enablement tools required (ERP systems and accounting systems).
- Strong PowerPoint skills
