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Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations

External
Houlihan Lokey logoHoulihan Lokey · Dallas, TX
Full-timeOn-site3w ago
ComplianceLeadership
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About the role

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com. Financial and Valuation Advisory Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Transaction Advisory Services Houlihan Lokey's Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge and industry experience, the TAS team supports clients in M&A, strategic transformations and capital markets endeavors. Drawing on Houlihan Lokey's market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors. Job Purpose: Our Transaction Advisory Services, Accounting and Financial Reporting (TAS/AFR) practice is excitingly growing. We are looking for a new associate. Our AFR advisory team works closely with clients through their strategic dealmaking financial reporting requirements. Our specialists have deep knowledge of deals, sectors, and accounting matters that enables them to fully understand the challenges clients face, including: Buyer/seller financial statements and disclosures Sponsor-driven management reporting Lender financial and covenant requirements Regulatory compliance As an associate, you will: Team with a highly talented and dedicated group of M&A and Advisory professionals, providing you broad exposure to different transactional and technical issues affecting businesses within the M&A and capital markets today. Work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets. Develop and extend your financial and interpersonal skills as you collaborate with management finance teams and sponsors to advance their accounting and financial reporting objectives resulting from transaction driven events. We team closely with our corporate finance and restructuring colleagues across all our industry platforms, on a variety of projects and accounts. Responsibilities & Deliverables: Participate in buy-side, sell-side, restructuring and capital raising transaction advisory engagements Draft and review analyses and findings for delivering unbiased advice to management for their records or inclusion in transaction advisory reports specific to key technical issues Develop and review financial models Research technical guidance and market practices around accounting and financial reporting issues Review transaction agreements, customer and supplier contracts Support discussions with senior client executives and management Support diligence projects through fieldwork, management meetings and desktop reviews Communicate potential external audit risks and considerations when applying technical accounting guidance and structuring Extend industry skills and qualifications Develop professional network and relationships with firm, client and target professionals Collaborate closely with corporate finance, valuation and financial restructuring colleagues Supervise team members through training, coaching and critical review

Requirements

  • Bachelor's degree in accounting from an accredited college/university
  • CPA certification is required
  • 4+ years of Transaction Services experience or 2+ years of external audit experience and at least 2 years

Benefits

Equity / stock options

Additional Information

Business Unit: Financial And Valuation Advisory Industry: Transaction Advisory Services


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