Business Unit:Financial And Valuation AdvisoryIndustry:Transaction Advisory Services
OverviewHoulihan 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 AdvisoryOver 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 ServicesHoulihan 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 disclosuresSponsor-driven management reportingLender financial and covenant requirementsRegulatory complianceAs 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 engagementsDraft and review analyses and findings for delivering unbiased advice to management for their records or inclusion in transaction advisory reports specific to key technical issuesDevelop and review financial modelsResearch technical guidance and market practices around accounting and financial reporting issuesReview transaction agreements, customer and supplier contractsSupport discussions with senior client executives and managementSupport diligence projects through fieldwork, management meetings and desktop reviewsCommunicate potential external audit risks and considerations when applying technical accounting guidance and structuringExtend industry skills and qualificationsDevelop professional network and relationships with firm, client and target professionalsCollaborate closely with corporate finance, valuation and financial restructuring colleaguesSupervise team members through training, coaching and critical reviewBasic Qualifications:Bachelor’s degree in accounting from an accredited college/universityCPA certification is required4+ years of Transaction Services experience or 2+ years of external audit experience and at least 2 years of Transaction Services experience with a Big 4 or national firmPreferred Qualifications:Experience providing accounting and financial reporting advisory services and other transaction-related servicesDemonstrated understanding and application of capital markets and valuation conceptsStrong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issuesStrong analytical abilitiesAbility to handle multiple assignments simultaneouslyExceptional verbal and written communication skillsStrong command of Microsoft Excel, PowerPoint and common database systemsExperience with data analytics tools (Alteryx, Tableau, etc.) preferredCompensation and BenefitsHoulihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$95,000 - $160,000
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:2026 BenefitsWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
#LI- SummaryLocation: Dallas, TX, USA; San Francisco, CA, USA; New York, NY, USA; Chicago, IL, USAType: Full time