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 environment for all team members.
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
Qualifications
- Current and valid CPA (Certified Public Accountant) license (preferred)
- Master's Degree in Accountancy (preferred)
Benefits
Forvis Mazars offers a robust total rewards program and flexible work environment, reflecting a commitment to people, careers, and well-being. The firm empowers its team to grow and thrive while delivering exceptional service.