Senior Consultant, Transaction Advisory Services

Overview

This role involves joining the Transaction Advisory Services (TAS) team as a Senior Transaction Advisory Associate. The position is focused on financial due diligence work to help clients navigate complex M&A transactions, including leading Quality of Earnings (QoE) engagements, mentoring junior staff, and partnering directly with clients, private equity firms, and strategic buyers.

Responsibilities

• Manage and conduct buy-side and sell-side QoE engagements, including planning, execution, and reporting.
• Analyze financial statements and operational data to assess earnings quality, working capital, net debt, and other key deal metrics.
• Identify and communicate financial risks, deal issues, and value drivers to clients and stakeholders.
• Prepare and review detailed financial due diligence reports and executive presentations.
• Oversee the setup and management of virtual data rooms and coordinate information requests with clients and target companies.
• Collaborate with partners and directors on client strategy, engagement execution, and business development.
• Mentor and supervise associates and interns, providing guidance and technical training.
• Support valuation analysis, transaction structuring, and integration planning as needed.
• Contribute to proposal development, pitch materials, and other marketing initiatives.
• Stay informed on industry trends, accounting standards, and M&A market dynamics.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• 2–5 years of experience in transaction advisory, financial due diligence, audit, or related field.
• Strong financial modeling and analysis skills, with proficiency in Excel and financial databases.
• Strong technical knowledge of U.S. GAAP and financial reporting.
• Demonstrated ability to manage projects and deliver results within strict timelines.
• Outstanding communication skills (written and verbal) to effectively interact with clients and team members.
• Proven problem-solving and critical-thinking abilities with a keen eye for detail.

Preferred Qualifications

• Professional certifications such as CPA or CFA (desirable, but not mandatory).

Compensation & Benefits

• Estimated base pay range: $88,000 to $118,000.
• Offers typically are not made at the maximum; actual salary at time of offer depends on business-related factors including location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
• Annual discretionary bonus may be available, subject to participation rules and based on factors including individual and Firm performance.

Benefits highlights include:

• 8 health plan options (HMO & PPO), plus dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short- and long-term disability coverage.
• 401(k) savings plan and profit share, including Firm matching contribution.
• Well-being incentive.
• Education and certification assistance.
• Flexible time off.
• Family care leave, parental leave, family formation benefits.
• Cell phone reimbursement and travel rewards.
• Voluntary benefits: critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.
• Benefit eligibility depends on annual hours expectation, position status/level, and location.

Equal Opportunity & Accommodations

• The employer is an equal opportunity/affirmative action employer. Candidates will receive consideration without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
• Reasonable accommodations are available for applicants with disabilities who need assistance completing an application, interview, or participating in the recruiting process.