Senior Associate, Transaction Advisory

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.

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
• Minimum of two (2) years of relevant work experience in audit or transaction services from a large public accounting or consulting firm

Preferred Qualifications

• Three (3) years of relevant work experience in audit or transaction services from a large public accounting or consulting firm
• Current and valid CPA (Certified Public Accountant) license
• Masters Degree in Accountancy

Qualifications

• Bachelor's Degree in Accountancy, Finance, or a related field
• Minimum of two (2) years of relevant work experience in audit or transaction services from a large public accounting or consulting firm

Skills

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite
• Ability to manage multiple projects simultaneously

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.

Pay

Forvis Mazars, LLP reserves the right to make changes to the salary range based on business needs. Colorado Salary Range: $83,300 - $152,600.

Schedule

Full-time position.

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.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

Colorado's Equal Pay for Equal Work Act (SB 19-085)