Jobs · Consulting · North Carolina

Senior Associate, Transaction Advisory

Forvis Mazars US · Charlotte, NC · 3 wk ago
HybridConsultingFull-time

About the role

The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide 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.

Description & Requirements

  • 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, identify diligence issues/opportunities, and recommend 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

Qualifications

  • Minimum Qualifications:
    • 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
  • P referred Qualifications:
    • Current and valid CPA (Certified Public Accountant) license
    • Masters Degree in Accountancy

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. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Schedule

Flexible work schedule available.

Pay

Competitive compensation package based on experience.

About Forvis Mazars, LLP

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.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

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