Transaction Advisory Senior Associate

About the role

The Senior Associate will play a key role in supporting financial due diligence engagements for private equity and corporate clients. This individual will work closely with senior team members to analyze financial performance, identify transaction-related risks and opportunities, and provide strategic insights that help clients make informed investment decisions.

Responsibilities

• Support buy-side and sell-side financial due diligence engagements.
• Analyze historical financial statements, earnings trends, cash flow, and working capital.
• Affiliate in preparing Quality of Earnings analyses and transaction-related reports.
• Identify key financial risks, opportunities, and transaction considerations.
• Develop financial analyses, presentations, and client deliverables.
• Conduct industry and company-specific research to support transaction execution.
• Collaborate with clients, management teams, and internal stakeholders throughout engagements.
• Manage multiple projects simultaneously in a fast-paced transaction environment.
• Contribute to maintaining and strengthening the firm's collaborative culture.

Requirements

• 2-3 years of public accounting experience, preferably with a Big 4 or nationally recognized accounting firm.
• CPA designation or progress toward certification preferred.
• Strong foundation in accounting, financial statement analysis, and audit procedures.
• Prior exposure to healthcare clients is a plus, but not required.
• Demonstrated interest in mergers & acquisitions, financial due diligence, and transaction advisory work.
• Strong Excel, analytical, and problem-solving skills.
• Excellent communication and client-facing abilities.

Qualifications

• Team-oriented professional with a positive attitude, strong work ethic, and willingness to roll up their sleeves when needed.

Skills

• Strong Excel, analytical, and problem-solving skills.
• Excellent communication and client-facing abilities.

Benefits

• Gain exposure to a consistent and active deal pipeline across both healthcare and diversified industries.
• Work alongside experienced leaders who are invested in mentorship and professional development.
• Enjoy meaningful client interaction and exposure to complex transactions early in your career.
• Contribute to a firm that is actively investing in growth, innovation, and expanded market capabilities.

Pay

$80,000 - $120,000 annually

Schedule

Hybrid schedule (in-office Monday through Thursday)