Transaction Services - Senior Associate

Overview

This role supports M&A transaction work across the transaction lifecycle, including buy-side and sell-side due diligence, operational due diligence, transaction tax, lender services, integration services, opening balance sheet and financial reporting, and distressed transaction services.

The position focuses on analyzing financial data and operational considerations underlying M&A to help executives identify risks and opportunities and make informed decisions.

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

Responsibilities

• Apply financial acumen, including knowledge of GAAP, to support clients with financial, operational, and tax issues related to M&A transactions
• Conduct and review research and analysis on a wide range of financial and accounting issues tied to business transactions
• Assist with 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
  • cash flows
• Advanced Excel skills, including formulas such as SUMIF, SUMIFS, VLOOKUP, INDEX/MATCH, etc.
• Passion for developing and maintaining client relationships
• Ability to thrive in a dynamic, ever-changing environment
• Strong analytical rigor with strong written and verbal communication skills
• Ability to identify problems and look for solutions
• Willingness and ability to travel as required based on client location; travel is expected as part of the role
• Willingness to participate in internal and external initiatives such as community service, training, recruiting, and firm events

Preferred Qualifications

• Not specified

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

• Not specified