Job Posting for Senior Consultant at Blue and Company
Transaction Advisory/Business Valuation Services
Blue & Co. is more than a CPA advisory firm: We’re a community and we take care of our own. That’s what our mission and culture are all about — empowering employees to live their best lives both inside and outside of work.
Our fast-growing Transaction Advisory and Healthcare Consulting team is growing! We look forward to having you become part of our success!
Position Responsibilities:
Provide business valuation and related modeling/analysis to support mergers/acquisitions and special projects for clients in a variety of industries.
Prepare both buy-side and sell-side due diligence analyses that include making both pro-forma and due diligence adjustments in determining the subject companies’ EBITDA.
Analyze detailed financial and operational information including tax returns, income statement, balance sheet, cash flow, production reports, KPIs, etc.
Synthesize and convert the financial and operational data into meaningful information that is used to drive discussions with target management and present observations and conclusions
Create exhibits, detailed reports, and PowerPoint presentations for client management
Manage deadlines, assigned client deliverables, and other supporting analysis as part of a team environment
Participate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters
Perform and complete work which includes the preparation of work papers, draft and final reports, and corresponding presentations/analyses
Assist in strategy and planning sessions
Communicate with clients on the overall process of the engagement and corresponding the results of the analyses performed
Position Requirements:
Bachelor’s Degree in Accounting or Finance and a minimum of 2-4 years previous experience in accounting, finance, tax, audit, valuation, M&A, etc.
Prior exposure to Transaction Advisory/Valuation/M&A and/or healthcare a plus, but not required.
CPA or CPA candidate preferred; CVA, ASA, CFA credential holders a plus, but not required
Ability to read and interpret business documents, financial statements, tax returns, etc.
Exceptional verbal and written communication skills including experience in Microsoft Suite (Word, Excel, PowerPoint, etc.)
Excellent interpersonal skills, attention to detail, and strong organizational skills
Motivated to perform creative research and quickly familiarize yourself with trends and characteristics related to new client ventures in a variety of industries
Ability to work independently on assignments in a fast-paced, tight deadline scenario while taking ownership of each project from start to finish
We are Responsive. We are Caring. We are Advocates.
Blue is proudly ranked as a top 60 CPA firm in the U.S. and named as a “Best Place to Work” in Indiana and Kentucky, and “Best Employer” in Ohio. We take pride in fostering a great culture, providing award-winning professional growth opportunities, and offering the ability to work either in-office, remote, or a hybrid combination. At Blue, we truly value the development of ALL employees and encourage them to bring their true authentic selves to work.
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