STOC Advisory is a business advisory firm specializing in M&A transaction advisory services with an emphasis on accounting, finance, and operations. Founded in 2020, STOC has quickly earned its reputation as a nation-leading transaction advisory firm across the dynamic middle-market. While industry agnostic in focus, STOC’s expertise and extensive experience in healthcare and professional services has allowed the firm to successfully complete 800+ transactions since inception. By leveraging our broad expertise, we partner with clients to ensure strategic alignment and provide key insights that support the successful execution of their investment thesis. STOC’s service offerings include Corporate Development Support (CDS), Transaction Advisory (TAS), Growth-Enablement Services (GES), and CFO Advisory. STOC is headquartered in Baltimore, MD with other office located in Minneapolis, MN, and Dallas, TX.
We are seeking a talented and self-motivated Transaction Advisory Services (TAS) Associate to support the firm’s ongoing growth initiatives. This is a hybrid role requiring presence in the office 3-4 days per week.
Duties & Responsibilities:
- Analyze and synthesize target company data to identify historical and projected financial and operating trends, quality of earnings (QoE) and working capital considerations, and potential liabilities and risks that impact valuation and negotiation of the target company.
- Prepare consistent and reliable financial reporting; organize and manage data; present rolling historical and pro forma results; forecast financials; and strategically position deal priorities that truly matter and impact financial results.
- Interface with the target and client (i.e., private equity, corporate development, accounting/integration) to obtain information and ensure the delivery of high-quality projects is timely and on budget.
- Analyze employment agreements, facility leases, and equipment leases to understand their effective impact on free cash flow (FCF).
- Embrace a willingness to “roll up your sleeves” and work in a lean, fast-paced startup environment.
- Supervise and assist in the training of junior team members to ensure high-quality deliverables are consistently executed for clients.
- Contribute to thought leadership by identifying and implementing more efficient processes, assisting in the development of training materials, and creating client- and industry-specific templates.
- Clearly communicate status updates and key findings both internally and externally.
- Enable leadership teams to make informed business decisions.
- Apply technical accounting and financial knowledge to specific client situations.
- Participate in and support business development efforts with current and prospective clients (e.g., research, proposal support, attending networking events, etc.).
Qualifications:
- Bachelor’s degree in Accounting, Finance, Economics, or a related field.
- A minimum of three years of relevant experience in accounting, M&A, or related professional services consulting.
- Preferred industry experience in healthcare, business services, and/or manufacturing & distribution.
- Strong knowledge of generally accepted accounting principles (GAAP); CPA or CFA preferred.
- Robust analytical skill set with an understanding of integrated financial statements and the underpinnings of accounting.
- Extensive experience analyzing quality of earnings, EBITDA, working capital, and cash flows.
- Superior verbal and written communication skills, with the ability to concisely convey critical issues.
- Ability to multitask and efficiently manage time, with a proven record of managing multiple client projects simultaneously.
- Proven success in conducting executive-level interviews with target companies.
- Proficiency in Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Power BI, QuickBooks, PitchBook, Tableau, and SQL, with familiarity in AI tools.
If you’re ready to make an impact at a fast-growing, dynamic advisory firm, we encourage you to apply and join STOC Advisory’s mission to drive success for our clients.
