Accounting & Advisory Associate

The Role

We’re looking for an Accounting & Advisory Associate to join our growing advisory practice. You’ll work directly on live deals and client engagements alongside CPAs with Big 4 backgrounds—with more ownership, client exposure, and variety than most roles at this level offer.

This is a project-based, hands-on role in a fast-moving environment. On the client side, you’ll support M&A advisory and fractional CFO engagements—preparing financial analyses and working directly with business owners to understand their numbers. Internally, you’ll play a key role in the firm’s own strategic growth initiatives, supporting deal execution from initial evaluation through due diligence and post-close integration. You’ll work with both financial and operational data—general ledgers, trial balances, and other datasets—and help turn that information into clear deliverables that support real decisions.

We expect there to be a learning curve and will invest in training you. This role suits someone who is motivated by challenge, comfortable with ambiguity, and energized—not overwhelmed—by a steep learning curve. We move quickly, take on complex problems, and expect everyone on the team to take ownership of their work and push themselves to grow. For the right person—someone with a CPA or working toward one, with strong Excel skills and an accounting foundation—this is a strong career opportunity to deepen your technical and financial skills and contribute meaningfully to real-world outcomes for both business owners and our team’s senior leadership.

Key Responsibilities

Client Advisory Services

• Support sell-side M&A advisory engagements by preparing adjusted EBITDA analyses, working closely with clients to understand their businesses and identify supportable addbacks, and responding to buyer and Quality of Earnings due diligence requests.
• Support buy-side M&A advisory engagements by performing financial due diligence, including normalizing financial statements, conducting cash proofs and other reconciliations, and analyzing financial data to uncover insights.
• Assist with fractional CFO engagements, including projecting cash positions, building budgets and forecasts, defining and tracking KPIs, analyzing trends in key accounts, and helping clients understand their financial results and make informed decisions.
• Prepare open-ended, multi-step financial analyses in Excel, ensuring all components reconcile and tie back to source data.
• Work directly with clients to gather data, clarify questions about their records, and complete deliverables based on their input.
• Draft engagement letters, client correspondence, and follow-up communications.
• Maintain trackers of open leads and projects, so the team has a clear view of status, deadlines, and next steps.

Deal Support and Execution

• Evaluate prospective acquisition opportunities by reviewing seller profiles, performing preliminary financial analysis, and preparing summaries that help leadership decide which deals to pursue.
• Perform financial due diligence on active acquisitions, including preparing normalized financial statements, conducting cash proofs, analyzing revenue and expense data, and identifying key risks and opportunities.
• Facilitate due diligence across legal, operational, and other workstreams—acting as a key point of coordination between advisors, sellers, and internal stakeholders to keep the deal process moving efficiently.
• Assist with post-close integration, including data compilation, billing transitions, and coordination with internal teams to onboard newly acquired engagements.
• Prepare financial models, pro forma analyses, and projections related to the firm’s growth opportunities.
• Draft board memos and PowerPoint presentations summarizing deal terms, deal rationale, and financial findings for leadership and key stakeholders.

Job Type: Full-time

Location: Hybrid role for candidates in the New York City metro area or New Jersey. Most work is done remotely with our NYC-based team, with occasional in-person collaboration days at our Morganville and Totowa, NJ offices.

Compensation: The salary range for this position is $80,000 to $100,000, plus individuals may be eligible for an annual discretionary bonus. In special cases, an off-cycle bonus may be considered for exceptional contributions.

Benefits: VFG offers a range of benefits, including 401(k) plan matching, paid time off, holiday pay, medical, dental, vision, long-term disability insurance, and more.

Qualifications

Required

• 1–3 years of experience in transaction advisory, audit, or tax at a Big 4 or midsize public accounting firm, or a similar hands-on accounting role in a professional services environment (strong internships in these areas considered).
• Bachelor’s degree in Accounting or Finance (Accounting strongly preferred).
• Advanced Excel skills with the ability to design formulas and structure analyses from raw data; an Excel skills assessment will be part of the application process.
• Strong understanding of core accounting concepts, including accruals, cash accounting, journal entries, and the interaction between the three financial statements.
• Strong attention to detail and accuracy, with the ability to manage multiple project-based workstreams simultaneously in a deadline-driven environment.

Preferred

• CPA license or actively pursuing CPA designation (strongly preferred)
• Familiarity with common accounting platforms and financial systems (e.g., QuickBooks, Sage Intacct).
• Clear written communication skills and comfort drafting memos and summaries.
• Proficiency in PowerPoint, including summarizing analyses in concise slides.
• Exposure to Power Query, Power BI, Alteryx, or similar tools.

Salary to commensurate with experience.

VFG Advisory LLC is an equal opportunity employer.

About Us

VFG Advisory LLC is not your typical accounting firm. For over 20 years, we’ve built our reputation on being trusted advisors to privately held businesses, high-net-worth individuals, and nonprofit organizations. We’re more than just tax and audit professionals — we are strategic partners committed to helping clients grow, protect, and transition their wealth and business interests.

Our mission is simple: deliver exceptional accounting and advisory services with integrity, insight, and innovation. We believe in building long-term relationships grounded in trust and tailored solutions. As a firm, we foster a collaborative, inclusive environment where professionals can grow their careers while making a real impact both in our clients’ lives and in our community.