Transaction Advisory Senior Associate
Job Summary:
The Transaction Advisory Senior Associate works in a team-oriented environment to deliver high-quality financial diligence and advisory services. This role focuses on evaluating financial and operational performance, preparing analyses and reports, and providing insights to clients on key transaction and business issues.
Key Responsibilities:
Support day-to-day transaction advisory activities for buy- and sell-side engagements
Perform financial statement reviews, reconciliations, and cash flow analysis
Conduct quality of earnings and net working capital assessments
Analyze business and transactional performance metrics
Prepare client deliverables including reports, presentations, and written analyses
Collaborate with clients, team members, and external professionals to achieve engagement objectives
Assist with practice development, marketing, and client pitches as needed
Identify issues for purchase price adjustments and deal structuring insights
Maintain high standards of professionalism, ethics, and integrity
Qualifications:
Bachelor’s or Master’s degree in Business, Finance, Accounting, Economics, Engineering, or related field
6+ years of experience in transaction advisory, consulting, or professional services
Strong financial modeling, Excel, and analytical skills
Ability to interpret large volumes of financial and operational data
Excellent written and verbal communication skills
CPA, CFA, or technical/GAAP accounting expertise is a plus
Familiarity with financial research tools (Capital IQ, Bloomberg, etc.)
Ability to manage multiple tasks, work independently or in a team, and travel up to 25%
Benefits:
Competitive salary within the stated range
Exposure to high-profile transactions and client engagements
Professional development and mentoring opportunities
Collaborative, team-oriented consulting environment
Transaction Advisory Senior Associate supports buy/sell-side diligence, financial analysis, quality of earnings, and client advisory for strategic deals.
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