Transaction Advisory Senior Associate- Financial Due Diligence

Hybrid - Boston, Massachusetts, United States;
Buffalo, New York, United States;
Chicago, Illinois, United States;
East Brunswick, New Jersey, United States;
Houston, Texas, United States;
Irvine, California, United States;
New York, New York, United States;
Philadelphia, Pennsylvania, United States;
Princeton, New Jersey, United States;
Red Bank, New Jersey, United States;
Tysons, Virginia, United States;
Whippany, New Jersey, United States

Mar 6, 2026

$110K - $130K

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We are currently accepting applications for a Senior Associate in Transaction Advisory specifically focusing on financial due diligence. As a Senior Associate you will be a vital member of the team driving project management work at various points in the financial due diligence process.

The Senior Associate can be based in any of the following US office locations:
Boston, Buffalo, East Brunswick, New York City, Philadelphia, Princeton, Red Bank, Whippany, Chicago, Houston, Orange County, Tysons Corner.

Withum’s brand reflects our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

• Managing multiple work streams at any given time
• Collaborating with client management on diligence focus areas and providing real-time communications of issues and deal considerations
• Participating in discussions regarding business performance and forecasting assumptions with senior team management
• Identifying and supporting analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows
• Working on reports that set out our findings and recommendations around the key financial and business issues in a transaction
• Identifying integration, separation and post-transaction transition issues
• Collaborating with other team members and contribute to the ongoing development of M&A best practices
• Analyzing financial and operational results of businesses to be acquired or sold through reviewing accounting records, understanding the drivers of the business and conducting interviews with management
• Researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients
• Utilizing technology/tools in analyzing datasets and presenting visualizations

• A Bachelor’s Degree in Accounting or Finance and 2+ years of related M&A work experience; supported by an active CPA certification or in the process of obtaining one
• Experience gained within another large professional services organization; public accounting experience preferred
• High proficiency in Excel and Power Point
• Effective communication skills both internally and externally, promoting active listening and consistently following up on open action items appropriately
• Excellent analytical skills and the confidence to translate complex data into meaningful insights
• The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
• Working knowledge of US GAAP and SEC reporting
• The desire to be a long-term contributor to a dynamic team
• Must be willing and able to travel up to 40% on short notice
• Experienc…