Senior Associate, Transaction Advisory
About the role
Forvis Mazars’ Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, the team provides tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring—ensuring clients are well-informed and positioned for successful outcomes.
The team is led by experienced transaction advisors who value individual motivation and focus on training and development to help team members reach their full potential. If you thrive in a fast-paced environment and seek variety, this role may be a great fit. The leadership team fosters a supportive and respectful workplace where professional and personal goals are prioritized.
Responsibilities
- Perform buy-side and sell-side financial due diligence for private equity groups and corporate clients
- Analyze financial and operational results of target companies and prepare quality of earnings reports
- Evaluate financial information, identifying diligence issues/opportunities, and recommending post-acquisition actions
- Research and analyze industry standards, trends, and target companies
- Work closely with client executives, investment bankers, private equity investors, attorneys, or other stakeholders
Requirements
- Bachelor’s Degree in Accountancy, Finance, or a related field
- 2+ years of relevant work experience in audit or transaction services from a large public accounting or consulting firm
Preferred Qualifications
- Current and valid CPA (Certified Public Accountant) license
- Master’s Degree in Accountancy
About Forvis Mazars
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we are guided by a shared promise: Together, we create extraordinary experiences. We deliver an Unmatched Client Experience® while fostering a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
Benefits
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service.