Senior Associate, Transaction Advisory

Vaco Recruiter Services; Charlotte (NC); On-site; USD 85,000 - 110,000; Full time

Job summary

Vaco Recruiter Services in Charlotte, NC seeks a Senior Associate to join its Transaction Advisory Services team, focusing on financial due diligence for buy-side and sell-side engagements with private equity and strategic buyers. You will play a hands-on role in analyzing earnings, working capital, and net debt while engaging with clients throughout the deal lifecycle.

Working alongside experienced professionals, you will deliver client-ready analyses, participate in diligence meetings, and

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA designation or progress toward CPA preferred.
• 2-4 years of experience in public accounting, audit, transaction advisory, or a related field.
• Strong understanding of financial statements and accounting principles.
• Advanced Excel skills with the ability to analyze large datasets.
• Excellent analytical, organizational, and problem-solving abilities.
• Strong written and verbal communication skills.
• Ability to thrive in a fast-paced, deadline-driven environment.

Responsibilities

• Assist in the execution of buy-side and sell-side financial due diligence engagements.
• Analyze quality of earnings, net working capital, and net debt positions.
• Evaluate historical financial performance and identify key business drivers and trends.
• Participate in management meetings, diligence calls, and client discussions.
• Gather, analyze, and interpret financial and operational data from multiple sources.
• Prepare financial analyses, reports, and client-ready deliverables.
• Identify transaction-related risks, opportunities, and proposed adjustments.
• Collaborate closely with senior team members to support clients through the deal process.

Skills

Accounting

Finance

Excel

Analytical

Communication

Deadline-driven

Teamwork

Education

Bachelor's degree in Accounting/Finance

CPA designation or progress toward CPA

Tools

Microsoft Excel

PowerPoint

Job description

Senior Associate - Transaction Advisory Services

A specialized advisory firm is seeking a Senior Associate to join its growing Transaction Advisory Services team. This position offers the opportunity to work closely with private equity investors, strategic acquirers, and high-growth businesses throughout the transaction lifecycle. The role provides hands-on exposure to financial due diligence engagements, meaningful client interaction, and involvement in key investment and acquisition decisions.

Position Overview

The Senior Associate will play an integral role in the execution of buy-side and sell-side transaction engagements. Working alongside experienced advisory professionals, this individual will conduct financial analyses, identify key transaction risks and opportunities, and help deliver insights that support critical business decisions.

This is an excellent opportunity for candidates looking to leverage their accounting or audit background in a fast-paced, deal-oriented environment with significant exposure to M&A activity.

Key Responsibilities

• Assist in the execution of buy-side and sell-side financial due diligence engagements
• Analyze quality of earnings, net working capital, and net debt positions
• Evaluate historical financial performance and identify key business drivers and trends
• Participate in management meetings, diligence calls, and client discussions
• Gather, analyze, and interpret financial and operational data from multiple sources
• Prepare financial analyses, reports, and client-ready deliverables
• Identify transaction-related risks, opportunities, and proposed adjustments
• Collaborate closely with senior team members to support clients through the deal process

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• CPA designation or progress toward CPA certification preferred
• 2-4 years of experience in public accounting, audit, transaction advisory, or a related field
• Strong understanding of financial statements and accounting principles
• Advanced Excel skills with the ability to analyze large datasets
• Excellent analytical, organizational, and problem-solving abilities
• Strong written and verbal communication skills
• Ability to thrive in a fast-paced, deadline-driven environment

Why Join?

• Direct exposure to mergers and acquisitions and private equity transactions
• Opportunity to work alongside experienced deal professionals
• Meaningful client interaction and responsibility from day one
• Collaborative, entrepreneurial team environment
• Strong potential for professional growth and advancement