Transaction Advisory Senior Consultant

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We’re Elliott Davis, a rapidly growing CPA firm with over 700 professionals across multiple states within the Southeast. Consistently named among the “Best Places to Work,” we’re revolutionizing what it means to specialize in the public accounting field. Starting with a powerful mixture of wisdom, energy and fresh perspective, we dig deep, finding the courage to challenge every comfortable assumption the system has been built upon. Around here we may do the work of accountants, but we think like startup entrepreneurs, social do-gooders and community leaders.

We’re looking for a Senior to join our TAS Practice in our Charlotte, NC office. This is a great opportunity for an Audit Senior to transition into Transaction Advisory Services and work with exciting deals, mergers & acquisitions!

Elliott Davis, LLC’s transaction advisory services (“TAS”) practice assists clients by providing financial, tax and information technology due diligence, primarily focusing on buy-side and sell-side assistance, to private equity funds, mezzanine funds and strategic buyers. We are rapidly growing and would love to have you join our team!

• Assist in buy-side and sell-side transaction services engagements, providing financial
due diligence services to private equity, mezzanine funds and strategic buyers
• Ability to analyze large volumes of data to prepare an excel databook, with an emphasis
on the quality of earnings, debt and debt-like, working capital and quality of net assets
• Aptitude to understand and evaluate financial and operational trends of target
• Assist and lead sections of due diligence meetings with target management
• Effectively write and communicate transaction advisory reports and deliverables to
team and client
• Ability to provide real time feedback and guidance to TAS team and clients to ensure
timely and efficient product delivery
• Develop and maintain productive working relationships with client personnel
• Participate in people development and business development efforts


• A minimum of three years of experience with audit or transaction services
• Big 4, National or large regional firm experience preferred
• Excellent analytical and Microsoft Excel skills
• Strong verbal and written communication skills
• Ability to thrive and adapt in a fast-paced, dynamic environment
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial
reporting issues
• Ability to manage deadlines, work on multiple assignments simultaneously (multi-task)
• Superior client service focus
• Ability to travel to client locations as required
• Aptitude towards business development
• Bachelor’s degree from an accredited college/university
• Current licensed CPA