Sr Associate - Transaction Services

Reposted Yesterday
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2 Locations
In-Office or Remote
Senior level
Fintech • Consulting
The Role
Support M&A transactions by performing quality of earnings, working capital, and cash flow analyses; draft client deliverables; participate in management interviews; manage workstreams; and coach junior staff, applying GAAP and advanced Excel skills.
Summary Generated by Built In

With experience gained from thousands of transactions, our teams provide insightful analysis, thorough plans, and impactful execution before and after the deal closes. Riveron delivers solutions throughout the transaction lifecycle, allowing us to partner at a much deeper level to maximize long-term value.

A comprehensive understanding of the financial data and operational issues underlying M&A is critical to a successful outcome. Riveron enables executives to make informed decisions by identifying risks and opportunities unique to each transaction.

Riveron’s full spectrum of M&A capabilities includes Buy-side Due Diligence, Sell-Side Due Diligence, Operational Due Diligence, Transaction Tax, Lender Services, Integration Services, opening Balance Sheet & Financial Reporting, and Distressed Transaction Services.

Qualifications:

  • CPA/Chartered Accountant/ MBA Finance/ Bachelor’s or Master’s in Accounting

  • Minimum 2- 4 years of relevant transaction experience, including experience analyzing a target company’s quality of earnings (EBITDA), networking capital, and cash flows

  • Advanced Excel skills, including knowledge of formulas such as SUMIF, SUMIFS, VLOOKUP, INDEXMATCH, etc.

What You’ll Do:

  • Use financial acumen, including knowledge of accounting standards such as GAAP, to assist clients on a variety of financial, operational, and tax issues associated with M&A transactions. Conduct and review research and analysis of a wide range of financial and accounting issues related to business transactions

  • Assist in the preparation of quality of earnings and networking capital analysis for buy- and sell-side deals

  • Participating in executive management interviews with target companies

  • Draft sections of reports, presentations, and other client-facing deliverables

  • Collaborate with project team to manage workstreams and ensure deadlines are met

  • Provide coaching and guidance to junior team members

Who You Are:

  • You excel at building, nurturing, and sustaining strong client relationships.

  • You consistently deliver high-quality results while maintaining a positive and engaging work style.

  • You perform well in fast-paced, dynamic environments and adapt quickly to change.

  • You proactively identify challenges and naturally seek effective solutions.

  • You bring strong analytical abilities along with clear, persuasive written and verbal communication skills.

  • You enjoy contributing to firm-wide initiatives, including community service, training, recruitment, and company events.

  • You are willing and able to travel as required.

About Riveron:

At Riveron, we partner with clients—from global multinationals to high-growth private entities—to solve complex finance challenges, guided by our DELTA values: Drive, Excellence, Leadership, Teamwork, and Accountability. Our entrepreneurial culture thrives on collaboration, diverse perspectives, and delivering exceptional outcomes. We are committed to fostering growth, both for our clients and our people, through mentorship, integrity, and a client-centric approach. This inclusive environment offers flexibility, progressive benefits, and meaningful opportunities for impactful work that supports well-being in and out of the office.

Check us out on social media:

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Riveron Consulting is an Equal Opportunity Employer and believes that we are stronger together through our diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Full time roles are eligible for a full range of benefits including medical, dental, and vision insurance, 401(k) with company match, and PTO. A complete description of all available benefits can be found at Riveron's Benefits page at https://riveron.com/riveron-life/. Contract roles are not eligible for benefits.

Fraud Alert

Please beware of fraudulent schemes or impersonations when going through the job application process. A Riveron employee will never recruit via text or extend unsolicited employment offers. Additionally, a Riveron employee will never ask you to exchange money or purchase anything as part of the recruiting process.

Artificial intelligence (AI) tools are used to support the hiring process in screening, assessing, and/or selecting applicants for this position. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Skills Required

  • CPA, Chartered Accountant, MBA in Finance, or Bachelor's/Master's in Accounting
  • Minimum 2-4 years of relevant transaction experience (M&A/transaction services)
  • Experience analyzing quality of earnings (EBITDA), working capital, and cash flows
  • Advanced Microsoft Excel skills (SUMIF, SUMIFS, VLOOKUP, INDEX/MATCH)
  • Knowledge of accounting standards such as GAAP
  • Willingness and ability to travel as required
  • Strong analytical abilities and clear written and verbal communication skills
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The Company
HQ: Dallas, TX
611 Employees
Year Founded: 2006

What We Do

Riveron is a business advisory firm specializing in accounting, finance, technology, and operations. We partner with our clients to elevate performance and expand possibilities across the transaction and business lifecycle. Our thoughtfully integrated, multi-disciplinary teams bring deep functional expertise, first-hand industry knowledge, and experience-based creativity and perspective to generate tailored solutions to address any challenge. Founded in 2006, Riveron is headquartered in Dallas, Texas and has offices across the country.

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