Hiring: Business/Financial Analyst

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Sasserath & Co. is a boutique firm focusing on sophisticated tax and accounting, private equity, M&A, international tax, and private client services. We are seeking a full-time Business/Financial Analyst at our Ronkonkoma headquarters who is ready to put their MBA to work on a variety of exciting projects.

The successful candidate is thoughtful, cares about and takes pride in what they do, and gives their best effort. The candidate will have ambitious career goals and believe our firm can help them reach those goals. They are tech savvy and are always seeking a challenge.

Duties & Responsibilities

  • Work with the Managing Partner on a variety of initiatives to assess and achieve goals of the accounting firm as well as other related entities, including an alternative family office and a robust M&A advisory firm, serving sophisticated business owners and high-net-worth individuals
  • Help create and implement systems, processes, and procedures to maximize efficiency
  • Work with Managing Partner to learn and develop understanding of various industries, including SaaS, and lead firm initiatives pertaining to servicing those industries
  • Work with firm leadership to put together client project plans for high-net-worth individuals embarking on major projects or preparing to sell their businesses and assist with review of financials
  • Conduct extensive research on investment opportunities and other economic development projects
  • Run and analyze revenue reports for various entities
  • Train to lead initiatives for clients
  • A variety of special projects for the entities

Qualifications

  • Bachelor’s degree required; MBA (completed or in process) strongly preferred
  • Prior experience in a legal, accounting, financial or operations setting a plus but not required
  • Very comfortable with numbers and financial data
  • Proficient with Excel
  • Detail-oriented with strong communication and organizational skills

Benefits of working at Sasserath & Co. include:

  • The opportunity to work with experienced practitioners and sophisticated clients
  • Significant growth opportunity
  • Forward-thinking atmosphere
  • Competitive benefits package including health and vision insurance; life insurance; retirement account
  • Flexible paid time off

Sasserath & Co. is an equal opportunity employer.

Please email resume and cover letter to careers@sasscpas.com.