Senior Associate Transaction Services

Senior Associate – Transaction Advisory Services

Our client is seeking a Senior Associate to join their Transaction Advisory Services (TAS) team, supporting the delivery of high-quality financial due diligence services to a diverse client base. The role offers hands-on involvement in transactions and exposure to a wide variety of clients and industries, providing a fast-paced environment where work is dynamic and non-routine rather than repetitive.

• Participate in buy-side and sell-side financial due diligence engagements for private equity firms, family offices, mezzanine funds, corporates, lenders, and other investment vehicles
• Assist in the preparation of final due diligence reports, including key findings and financial insights
• Perform quality of earnings and related financial analyses
• Preparing and maintaining information request lists
• Monitoring data rooms and ensuring completeness and accuracy of data
• Analyzing income statements, balance sheets, and operating cash flows
• Performing reconciliations and identifying key trends and risks
• Develop an understanding of target company operations and financial performance to help assess value drivers, risks, and potential impacts on purchase or sale price
• Communicate regularly with engagement leads, providing updates and supporting project execution throughout the diligence lifecycle
• Collaborate with other Transaction Advisory and related service teams as needed across engagements

• Bachelor’s degree in Accounting or Finance (required);
  Master’s degree preferred
• CPA license preferred
• 2–4 years of relevant experience in public accounting, Big 4, or transaction advisory services (required)
• Strong analytical and problem-solving skills, with a desire to learn and grow
• Excellent written and verbal communication skills
• Naturally inquisitive, with a strong interest in transactions, businesses, and industry dynamics
• High attention to detail and ability to manage multiple deadlines
• Advanced proficiency in Microsoft Excel and Power Point