Senior Associate – Transaction Advisory Services
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-28
Listing for:
FD Transaction Advisory
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Corporate Finance, Financial Analyst, Financial Consultant
Job Description & How to Apply Below
FD Transaction Advisory (FDTA) is a boutique transaction advisory firm focused on buy-side and sell-side financial due diligence and Office of the CFO support for private equity firms, independent sponsors, and strategic buyers. We are known for senior-level engagement, practical judgment, and clear, decision-useful insights.
Role DescriptionWe are seeking a Senior Associate to support transaction engagements and work directly with experienced Managers and Directors on active deals.
What you’ll do:- Perform buy-side and sell-side financial due diligence and Office of the CFO support
- Analyze quality of earnings, working capital, and net debt
- Participate in management interviews and diligence discussions
- Prepare analyses and draft client deliverables
Identify key deal risks and normalization items
- 2–4 years of public accounting experience, including significant hands‑on experience performing substantive audit procedures
- Experience drafting or reviewing financial statements and related disclosures
- Strong financial statement analysis skills; background primarily focused on substantive procedures rather than predominantly internal control testing
- Experience working with middle‑market businesses preferred
- Strong financial analysis and Excel skills
Position Requirements
10+ Years
work experience
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