Consultant, M&A (Transaction Advisory Services)

RubinBrown Family Office Services Group

St. Louis, MO

JOB DETAILS
SKILLS
Accounting, Accounting Policies, Analysis Skills, Bakery, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Coaching, Communication Skills, Consulting, Cross-Functional, Customer Relations, Customer Satisfaction, Customer Support/Service, Detail Oriented, Due Diligence, Finance, Financial Analysis, Financial Audit, Forecasting, Interpersonal Skills, Leadership, Mergers and Acquisitions, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Multitasking, Order Picking/Packing, Organizational Skills, Policy Analysis, Presentation/Verbal Skills, Public Accounting, Sales, Team Player, Technical Support, Time Management, Willing to Travel, Writing Skills
LOCATION
St. Louis, MO
POSTED
5 days ago

RubinBrown LLP is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity, and value. RubinBrown has revenue of approximately $240 million with 1,000+ team members across locations in Chicago, Denver, Detroit, Kansas City, Las Vegas, Mumbai (India), Nashville, and St. Louis.

We are seeking a Consultant to join RubinBrown's growing M&A / Transaction Advisory Services practice within our Consulting Services group. The team advises clients on buy-side and sell-side transactions by providing financial, tax, and IT due diligence services for domestic and international deals with enterprise values up to $750 million. Working closely with private equity firms, family offices, strategic acquirers, and business owners, the team supports more than 150 transactions each year.

This role offers exceptional exposure to a wide range of industries, clients, and transaction types within a national practice that is a strategic priority for the firm. Professionals with a background in financial audit, including those from nationally recognized public accounting firms, are encouraged to apply and build their expertise in the dynamic field of M&A and transaction advisory services.

Major Responsibilities

  • Serve as a Consultant on M&A financial due diligence engagements, including Quality of Earnings (QofE) analyses

  • Analyze financial information to assess key accounting policies, earnings quality, working capital, historical and projected performance, and transaction-related risks impacting valuation and deal structure

  • Engage with executive leadership teams to discuss accounting policies, business performance, and forecasts

  • Coordinate work across multiple service lines and cross-functional teams

  • Communicate with a wide range of stakeholders, including clients, target management and ownership, investment bankers, attorneys, and other advisors

  • Prepare clear, customized diligence reports that highlight key findings and recommendations

  • Support multiple engagements simultaneously while meeting tight deadlines

  • Supervise and coach less experienced team members and peers, contributing to their professional development

Preferred Experience / Background / Skills

  • Bachelor's degree in Finance, Accounting, or a related field (Master's degree preferred)

  • At least 2 years of current or recent experience in public accounting, consulting, or industry

  • Relevant professional credentials such as CPA, CFA, or similar

  • Strong technical foundation in finance and accounting

  • Proficiency in Microsoft Office, with advanced skills in Excel and working knowledge of PowerPoint and Word

  • Excellent written and verbal communication, interpersonal, and analytical skills

  • Proven experience managing day-to-day client interactions and delivering high-quality client service

  • Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment

  • Demonstrated leadership potential with interest in long-term growth, including progression to a Manager-level role

  • Collaborative, team-oriented mindset

  • Commitment to professional ethics and integrity

Working Conditions

  • Standard office hours are Monday through Friday, 8:00 a.m. to 5:00 p.m.
  • Ability to work a hybrid schedule, including 2-3 days per week in the office
  • Flexibility to work additional hours as necessary to meet business and client needs
  • Willingness to travel approximately 5%-40% annually based on client and project requirements
  • Ability to remain seated for extended periods and move throughout the office as needed
  • Ability to occasionally lift, carry, push, or pull items weighing up to 30-50 pounds
  • Strong verbal and written communication skills, with the ability to effectively interact with clients, team members, and other stakeholders

One Firm

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

EEO Employer W/M/Vet/Disabled

RubinBrown is an independent member of Baker Tilly International, the 9th largest accounting and business advisory network in the world. For more information, visit www.rubinbrown.com.

About the Company

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RubinBrown Family Office Services Group