Transaction Services - Senior Associate

Overview

This role supports clients across the transaction lifecycle, with a focus on M&A-related financial analysis and execution. A comprehensive understanding of the financial data and operational issues underlying M&A is critical to successful outcomes.

This is an evergreen opportunity; applications will be accepted through Dec 31, 2026.

Responsibilities

• Use financial acumen, including knowledge of GAAP, to assist clients with financial, operational, and tax issues associated with M&A transactions
• Conduct and review research and analysis on a wide range of financial and accounting issues related to business transactions
• Assist in the 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 project teams 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.
• Demonstrated ability to develop and maintain client relationships
• Ability to work in a dynamic, ever-changing environment
• Strong problem-identification skills and a solution-oriented approach
• Analytical rigor, along with strong written and verbal communication skills
• Ability and desire to travel as required based on client location

Preferred Qualifications

• Participation in internal and external initiatives such as community service, training, recruiting, and firm events

Compensation & Benefits

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

Location

• Travel is expected as part of the role to meet client and business needs.