Senior Associate, Transaction Advisory

Position Overview

The Senior Associate will play an integral role in the execution of buy-side and sell-side transaction engagements. Working alongside experienced advisory professionals, this individual will conduct financial analyses, identify key transaction risks and opportunities, and help deliver insights that support critical business decisions.

This is an excellent opportunity for candidates looking to leverage their accounting or audit background in a fast-paced, deal-oriented environment with significant exposure to M&A activity.

Key Responsibilities

• Assist in the execution of buy-side and sell-side financial due diligence engagements
• Analyze quality of earnings, net working capital, and net debt positions
• Evaluate historical financial performance and identify key business drivers and trends
• Participate in management meetings, diligence calls, and client discussions
• Gather, analyze, and interpret financial and operational data from multiple sources
• Prepare financial analyses, reports, and client-ready deliverables
• Identify transaction-related risks, opportunities, and proposed adjustments
• Collaborate closely with senior team members to support clients through the deal process

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• CPA designation or progress toward CPA certification preferred
• 2-4 years of experience in public accounting, audit, transaction advisory, or a related field
• Strong understanding of financial statements and accounting principles
• Advanced Excel skills with the ability to analyze large datasets
• Excellent analytical, organizational, and problem-solving abilities
• Strong written and verbal communication skills
• Ability to thrive in a fast-paced, deadline-driven environment

Why Join?

• Direct exposure to mergers and acquisitions and private equity transactions
• Opportunity to work alongside experienced deal professionals
• Meaningful client interaction and responsibility from day one
• Collaborative, entrepreneurial team environment
• Strong potential for professional growth and advancement