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Senior Associate, Transaction Advisory
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Our client is a growing advisory firm seeking a Senior Associate to join their Transaction Advisory Services team. In this role, you will support financial due diligence engagements for private equity firms and middle-market companies, helping clients navigate critical investment decisions. You will work closely with senior professionals, leveraging your expertise in financial analysis to provide valuable insights and recommendations.


Responsibilities:

  • Conduct buy and sell-side financial due diligence, analyzing financial statements and operational data to assess the financial health of target companies
  • Perform in-depth quality of earnings assessments, net working capital analyses, and other financial reviews to identify key risks and opportunities
  • Participate in client discussions, helping to communicate financial findings clearly and concisely
  • Draft detailed due diligence reports, summarizing key findings and strategic considerations for clients
  • Contribute to internal initiatives aimed at enhancing team capabilities and refining best practices


Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field
  • 2–3+ years of relevant experience in transaction advisory, financial due diligence, or public accounting, preferably within a Big 4 or national consulting firm
  • CPA or equivalent certification preferred
  • Strong analytical and financial modeling skills, with the ability to distill complex data into actionable insights
  • Excellent verbal and written communication skills, with the ability to present financial information in a clear and impactful manner
  • Outstanding organizational and project management abilities
  • A proactive and intellectually curious mindset, with a passion for problem-solving and continuous learning
  • Ability to thrive in a fast-paced, team-oriented, and entrepreneurial work environment


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