Sasserath & Co. seeks a Finance Associate for its Strata initiative: a network of carefully curated service providers that has redefined the concept of assisting affluent and sudden wealth families. Based in Ronkonkoma, this full-time role is ideal for an ambitious professional looking to work on a variety of exciting projects involving clients who are sophisticated business owners and high-net-worth individuals.
Responsibilities
- Financial Modeling/Analysis and due diligence support
- Aid in preparing family office prospects for sale – financial due diligence, creation of marketing materials (both financial and operational materials)
- Interact with clients to procure accurate/timely provision of due diligence
- Provide detailed market research and analytics to support sell-side and direct investment functions of the family office business
- Manage the day-to-day deal process tasks – buyer tracking, due diligence tracking, iterations of deal documents (Teaser, CIM, NDAs, IOIs, LOIs)
- Support Strata Director of Finance with ad hoc tasks and networking with family office and fund partners
Qualifications
- Bachelor’s degree required
- MBA with finance concentration/M.S. in Finance/Business Analytics degree preferred
- 3-5 years of Mergers & Acquisitions experience, preferably gained through an investment banking, family office, or private equity role
- Proficient with Excel
Salary: $100,000 – $120,000
Competitive benefits package including health, dental and vision insurance; life insurance; SIMPLE IRA with employer match and flexible paid time off
Please email resume and cover letter to careers@sasscpas.com