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Community for those in the Transaction Services line of service and those seeking Q&A’s
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Currently in FDD, is it worth trying to pivot to IB even for a year for potential exit ops? Feel like so many job postings want IB experience.

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Any thoughts on switching from MM FDD to b4 Carve-out/divestiture accounting advisory? Long term comp differences particularly appreciated

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Which top firms still require CPA in FDD? A lot of firms are dropping the requirement of having CPA

How is Riveron at the Manager level? Better WLB than big 4? Above average pay / bonuses? Are RIFs common since they're PE backed?

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Exit opportunities for better WLB? I cannot take any more of the casual 10PM phone calls when there is no imminent deadline just because the partners are over-eager to show the PE guys we can match th… more

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Looking for an FP&A analyst for a PE-backed company. Based in Atlanta and has the option to go remote. Reporting directly to senior management with abundant coaching opportunities. DM if intereste… more

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Is there any possibility to pivot to fdd from tax? I know tax exit are much harder than audit exit but I was hoping someone here no or have done exit to fdd from tax?
I am a second year associate in t… more

Completely unrelated, but looking to install a new ac unit and am between Ruud, Raheem, or Trane. I’ve seen online that Trane is higher quality, and that Rheem owns Ruud so they’re comparable, with Ru… more

Anyone able to provide a referral in the Philadelphia area? First year senior in audit (I know, I know) and have been trying to break in for a year or so.

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Looking to transition into FDD from Audit in Toronto, new senior and on CPA track. Any places hiring?

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Looking to transition into FDD from audit, any leads? No experience in this field so thinking of associate roles

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Can anyone at A&M speak to the hours in PEPI CFO services? Also how much travel does this position usually entail and are people in the group hybrid or full time in office / client site?

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This job is so dumb

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At what position level in the interviews do they not ask for technicals? Interviews for seniors associate managers and senior managers all have technical and behavioral?

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Does A&M still have the covid vaccination policy?

Is it difficult to switch to FP&A? With a couple years of FDD experience

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How do you guys handle these 1 hour long interviews? With 1-2 Directors x 4 round

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For people that work in MM FDD (RSM, BDO, Grant Thornton, and other firms that have around $1B in revenue) do you like your firm, what is your experience with MM FDD? What type of deals you work on, h… more

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Hi everyone,
Just wanted to get your tips and opinions how to grow my career in terms of salary and wlb. I just started in transactions out of college making 80k. As of now, my goal is to get into A&am… more

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Any online resources to view examples of good data books? New incoming hire

Hi!

I currently work in state and local tax M&A. I complete nexus studies, tax due diligence, audit defense letters, restructuring, revers audits and state tax controversy. I’m currently studying for my CPA exam but wond… more

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I'm a Senior Associate in Business Valuation at Grant Thornton, looking to relocate to London to be closer to family. I'm seeking opportunities in portfolio valuations or investment banking. I… more

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I see many posts about how terrible the travel is in restructuring + horrible WLB and no positivity except compensation.
Is there anyone out there that is actually happy in restructuring? Enjoy the wor… more

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Anyone willing to help with an EY-P referral?

Hi, I have an interview for a Real Estate M&A with Deloitte coming up. I've passed the case study but haven't had the debrief yet. Any tips for preparing for the next rounds? Thank you!

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Could anyone share TAS roles that have more exposure to the debt/funding side of things? I’ve heard words like structured finance and that seems to interest me a great deal. Would these types of posit… more

Is anyone at Connor group ? I have few questions about the group. Thanks

MM M&A senior vs B4 FDD senior? Which route would you pick?

Rank the shops according to their data book cleanliness and general set up

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Can someone explain what does the "PEG" means in financial due diligence?

Anyone from Riveron FDD California/Denver willing for a chat? Seen them hiring Senior Associate, wanna get to know the team! Thank in advance!

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My start was pushed to September for staff at EY would it be too soon to request Thanksgiving off or is that already given

If I were to take a vacation for this Labor Day and go abroad like UAE for a week, would I be allowed to work from UAE remotely since my team is remote or that not something that’s allowed for fdd?

Is there any firm hiring seniors in FDD with a big 4 accounting advisory background? I want to end in IB and I think this is one way to get there, open to any thoughts and roles

How hard would it be to start your own diligence shop? I feel like it wouldn’t be a huge lift to find small clients and bang out $10k-50k engagements. Some professional liability insurance, excel, and… more

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Any Riveron fish here who can share Director comp?

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Anybody ever pivoted from TAS to their firms internal IB team?

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Hi, I’ve left a big 4 at entry level in audit as I’m a carer and demands were increasing. Have finance experience only, any suggestions on what I could get into next in a corp to open more doors of op… more

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