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Senior Associate, Transaction Advisory

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Forvis Mazars US
Full Time position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Join to apply for the Senior Associate, Transaction Advisory role at Forvis Mazars US in Charlotte, NC.

Description & Requirements

The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle‑market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy‑side and sell‑side due diligence, tax due diligence, and transaction structuring—ensuring clients are well‑informed and positioned for successful outcomes.

What

You Will Do
  • Perform buy‑side and sell‑side financial due diligence for private equity groups and corporate clients
  • Analyze financial and operational results of target companies and prepare quality‑of‑earnings reports
  • Evaluate financial information, identify diligence issues/opportunities, and recommend post‑acquisition actions
  • Research and analyze industry standards, trends, and target companies
  • Work closely with client executives, investment bankers, private equity investors, attorneys, or other stakeholders
Minimum Qualifications
  • Bachelor's Degree in Accountancy, Finance, or a related field
  • Minimum of two (2) years of relevant work experience in audit or transaction services from a large public accounting or consulting firm
Preferred Qualifications
  • Three (3) years of relevant work experience in audit or transaction services from a large public accounting or consulting firm
  • Current and valid CPA (Certified Public Accountant) license
  • Masters Degree in Accountancy
Seniority Level

Not Applicable

Employment Type

Full‑time

Job Function

Consulting, Information Technology, and Sales

Industries

Professional Services

Compensation

$60,000 – $80,000 per year

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Position Requirements
10+ Years work experience
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