Senior Associate, Transaction Advisory Services

Overview

The organization is seeking high-performing Senior Associates to join the Quality of Earnings team. This role supports buy-side and sell-side transaction engagements by delivering high-quality financial insights.

This position is remote. Candidates based in or near the Dallas/Fort Worth area are strongly preferred to support team collaboration and growth.

Responsibilities

• Perform Quality of Earnings analyses, including revenue and EBITDA normalization, working capital assessments, and identification of key financial trends
• Analyze historical financial statements and underlying data to assess earnings sustainability and risks
• Assist in preparing detailed financial reports and client deliverables
• Identify and investigate unusual or non-recurring items impacting financial performance
• Support data requests and manage information flow during diligence processes
• Collaborate with team members to ensure accuracy, consistency, and timeliness of deliverables
• Communicate findings clearly to internal stakeholders and contribute to client discussions as appropriate

Requirements

• Bachelor’s degree in accounting, finance, or a related field
• 2+ years of experience in public accounting (audit or transaction advisory preferred)
• Direct experience with Quality of Earnings or financial due diligence strongly preferred
• Strong analytical and problem-solving skills with attention to detail
• Proficiency in Excel and financial modeling
• Curiosity/fluency in automated intelligence
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Strong written and verbal communication skills
• Ability to work independently in a remote environment while staying highly collaborative

Preferred Qualifications

• CPA or progress toward CPA

Compensation & Benefits

• Competitive compensation
• 401(k) profit-sharing retirement plan
• Paid holidays
• Vacation and sick leave
• Voluntary medical, dental, and vision coverage
• Company-paid life and disability insurance

Location

Remote position with strong preference for candidates based in or near the Dallas/Fort Worth area.