Transaction Services - Senior Associate

Overview

This role supports clients across the transaction lifecycle, providing financial analysis, planning, and execution before and after deals close. A comprehensive understanding of the financial data and operational issues underlying M&A is essential to help executives identify risks and opportunities unique to each transaction.

This is an evergreen opportunity accepted through Dec 31, 2026.

Responsibilities

• Apply financial acumen, including knowledge of GAAP, to assist clients with a variety of financial, operational, and tax issues associated with M&A transactions
• Conduct and review research and analysis of financial and accounting issues related to business transactions
• Assist with preparation of quality of earnings and net working capital analyses for buy- and sell-side deals
• Participate in executive management interviews of target companies
• Draft sections of reports, presentations, and other client-facing deliverables
• Collaborate with the project team to manage workstreams and ensure deadlines are met
• Provide coaching and guidance to junior team members

Requirements

• Bachelor’s or Master’s in Accounting
• Minimum 4 years of relevant transaction experience, including experience analyzing a target company’s quality of earnings (EBITDA), net working capital, and cash flows
• Advanced Excel skills, including knowledge of formulas such as SUMIF, SUMIFS, VLOOKUP, INDEXMATCH, etc.
• Passion for developing and maintaining client relationships
• Ability to deliver results in a fast-paced, dynamic environment
• Strong analytical rigor
• Strong written and verbal communication skills
• Enjoy participating in internal and external initiatives such as community service, training, recruiting, and firm events
• Ability and desire to travel as required based on client location; travel is an expected part of this role

Preferred Qualifications

• None stated

Compensation & Benefits

• Compensation Range: $94K - $140K
• Full time roles are eligible for medical, dental, and vision insurance, 401(k) with company match, and PTO.
• Contract roles are not eligible for benefits.

Location

• Travel as required based on client location; travel is an expected part of this role.