Senior Associate

Charlotte, North Carolina

GreerWalker CPAs and Advisors
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Senior Associate, Transaction Advisory Services

GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture.


We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do.


GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.


As part of our team, you'll have access to a wide range of learning opportunities through our membership with RSM Alliance. You'll enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive.


Your life fits at GreerWalker.


Responsibilities:

Participate in buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services

Document key findings and analysis in written report

Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis

Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements

Interacts with the other functional areas of the practice including tax, audit and other consulting practices

Assists in preparing proposals and engagement letters

Represents the firm in community activities and professional association


Basic Qualifications:

Bachelor's degree in accounting

CPA certification

Minimum of two years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm

Supervision / Team Leadership experience

Ability to direct and manage client engagements

Excellent verbal and written communication skills

Proficient with Microsoft Excel and Microsoft PowerPoint


Preferred Qualifications:

Networking and communicating with C-level executives

Strong project management skills

Evaluated as exceptional performer in current position

Possess a good balance of strong technical accounting knowledge and business acumen

Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm

Ability to be a self-starter and to be confident when interacting with clients and asking questions

Able to work within tight deadlines and take responsibility for getting the job done in a timely manner

Ability to apply critical thinking and problem-solving skills


Working Conditions:

Occasional travel for work using a personal vehicle

Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles

Able to lift boxes, mail, etc. not exceeding 20 lbs.


EEO

No Agencies Please


Date Posted: 02 May 2025
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