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Senior Transaction Advisory Services Consultant

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Blue Coral Staffing Corp.
Full Time position
Listed on 2026-08-01
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 200000 - 300000 USD Yearly USD 200000.00 300000.00 YEAR
Job Description & How to Apply Below

Transaction Advisory Services Leader – public accounting industry

  • Compensation: base salary range $200,000 to $300,000 (commensurate with experience) plus bonus & incentive potential plus benefits
  • In-office / On-site position
Summary

The Transaction Advisory Services Leader will be pivotal in identifying opportunities and guiding clients through complex buy / sell-side transaction advisory engagements. This leadership position requires deep financial expertise, strategic acumen, and exceptional relationship building and management to deliver outstanding results for clients and the firm.

Responsibilities – Transaction Advisory Services Leader:
  • Lead buy-side / sell-side transaction advisory engagements
  • Drive discussions with senior client executives & management
  • Manage team members on engagements
  • Cultivate relationships with key clients via strategic pitching & business development initiatives
  • Review target company financial information and other data to identify historical/projected financial / operating / commercial trends, Quality of earnings, and working capital / net debt considerations / potential liabilities
  • Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company
  • Draft transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post-transaction working capital analysis
  • Develop professional network and relationships with firm, clients, and target professionals
  • Generate & manage pipeline of new business from investment bankers, private equity firms, and other strategic acquirers
Qualifications – Transaction Advisory Services Leader:
  • 10+ years of public accounting experience with a concentration in mergers & acquisitions
  • Ability to build relationships with centers of influence, acquire Transaction Advisory Services business through self-generated efforts, and work with other internal client-facing professionals to identify opportunities.
  • Extensive financial modeling, valuation methods, and due diligence experience required
  • Proven history of success leading and executing client transactions
  • Ability to explain complex, technical concepts to clients and team members
  • Excellent communication, negotiation, and presentation skills
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Position Requirements
10+ Years work experience
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