Top 1250 Preferred/Private Banker Jobs

M&A Advisor
S&D People Solutions —Totowa, NJ
- $160,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- CPA
- Health insurance
- Dental insurance
Quick Apply
Private Banker - AI Trainer
DataAnnotation —South Jordan, UT
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
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Associate Banker-Bilingual Chinese Preferred
East West Bank —Irvine, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Associate Banker-Bilingual Chinese Preferred
East West Bank —San Francisco, CA
- $22.00 - $23.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Associate Banker-Bilingual Chinese Preferred
East West Bank —Artesia, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Private Client Banker- North Dakota Market
JPMorganChase —Fargo, ND
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Banker
Boutique Recruiting —Irvine, CA
- $160,000 - $250,000 a year
- 7 years
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
10d
Assistant Branch Manager-Bilingual Chinese Preferred
East West Bank —Flushing, NY
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Associate Banker-Preferred Cantonese
East West Bank —Oakland, CA
- $22.00 - $23.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Senior Portfolio Banker - Private Equity
BMO Financial —Chicago, IL
- $102,000 - $190,000 a year
- Part-time
- 7 years
- Office
- Databases
- Health insurance
- Tuition reimbursement
Director of Investments
Empowered Staffing —Skokie, IL
- Full-time
- CPA
- Office
- Finance
- Health insurance
Quick Apply
Private Banker
Boutique Recruiting —Portland, OR
- $160,000 - $210,000 a year
- 7 years
- Microsoft Excel
- Business development experience
- Paid time off
- 401(k) matching
Quick Apply
9d
Associate Banker-Bilingual Chinese Preferred
East West Bank —Arcadia, CA
- $22.00 - $23.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
CONSULTANT/BUSINESS ADVISOR FOR ACQUISITIONS
Sterling Cooper, Inc. —Remote
- $250,000 - $1,250,000 a year
- Part-time
- Remote
- Management
- CPA
- Writing skills
- Flexible schedule
Quick Apply
10d
Private Banker
Morgan Stanley —Oak Brook, IL
- $110,000 - $190,000 a year
- Full-time
- Office
- Business development experience
- Analysis skills
- Health savings account
- Paid holidays
Associate Private Banker
Morgan Stanley —New York, NY
- $85,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Private Banker
Kleberg Bank, N.A. —Corpus Christi, TX
- Full-time
- Ability to walk for extended periods
- 5 years
- Mid-level
Private Banker
CFBank —Orange, OH
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Private Banker
Kleberg Bank —Corpus Christi, TX
- Full-time
- Ability to walk for extended periods
- 5 years
- Mid-level
Executive Assistant to the CFO (Family Office & Portfolio Companies)
Lily Pond Services —Remote
- Weekends as needed
- Google Workspace
- Finance
- Bachelor's degree
- Health insurance

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M&A Advisor

S&D People Solutions
Totowa, NJ

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Job Details

Full-time
$160,000 - $200,000 a year

Benefits

Health insurance
Dental insurance
Vision insurance
401(k) matching

Qualifications

Accounting due diligence experience
Teamwork
Cash flow analysis
Microsoft Excel
CPA
Serving clients
Mergers & acquisitions experience within finance
Spreadsheets
Financial statement analysis
Financial client presentations
Financial performance report preparation
Transaction advisory
Accounting firm experience
QuickBooks
Profitability analysis
Research findings presentation
Project leadership
Accrual accounting
Project stakeholder communication
Experience conducting due diligence within finance
Senior leadership
Excel data analysis

Full Job Description

Hybrid | NYC Metro / Northern NJ | $160,000–$200,000 + Bonus

About the Opportunity

We're seeking an experienced Transaction Advisory professional to lead buy-side Financial Due Diligence (FDD) and sell-side Quality of Earnings (QoE) engagements for privately held middle-market businesses.

This is a client-facing role for someone who has personally prepared QoE reports, EBITDA adjustments, and financial due diligence analyses for acquisitions and business sales.

This is not a corporate development, FP&A, technical accounting, or internal M&A position.

What You'll Do

Lead buy-side Financial Due Diligence and sell-side Quality of Earnings engagements from kickoff through final report.
Prepare and review Quality of Earnings (QoE) reports, EBITDA normalization schedules, and working capital analyses.
Analyze revenue quality, margins, customer concentration, working capital, and cash flow.
Convert messy QuickBooks, tax-basis, and cash-basis financial records into defensible financial analyses.
Work directly with business owners, private equity firms, strategic buyers, lenders, attorneys, and investment bankers.
Present findings to clients and transaction stakeholders.
Manage multiple concurrent engagements while mentoring junior staff.

Required Experience

To be considered, candidates should have:

CPA designation.
5+ years of Transaction Advisory Services or Financial Due Diligence experience within a CPA or advisory firm.
At least 2 years of dedicated experience preparing external client-facing Quality of Earnings reports.
Experience leading buy-side financial due diligence engagements.
Experience preparing EBITDA adjustments and working capital analyses.
Strong understanding of lower middle-market transactions.
Advanced Excel skills.
Experience working with QuickBooks, cash-basis, tax-basis, and accrual accounting.
Excellent communication skills and ability to present findings to clients.

Preferred Experience

Experience serving privately held businesses between $10M–$100M enterprise value.
Experience working with owner-operated businesses and imperfect accounting records.
Experience mentoring staff and reviewing deliverables.
Familiarity with AI tools (Claude, ChatGPT, Microsoft Copilot, etc.) to improve financial analysis and workflow efficiency.

Pay: $160,000.00 - $200,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Vision insurance

Experience:

transaction advisory: 5 years (Preferred)

License/Certification:

CPA (Preferred)

Willingness to travel:

25% (Preferred)

Work Location: Hybrid remote in Totowa, NJ 07512

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