Senior Associate, Transaction Advisory

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

Job summary

Vaco by Highspring is seeking a Senior Associate in Transaction Advisory Services to work on buy-side and sell-side engagements, delivering financial analyses and insights that drive deal decisions. You will interact with clients and collaborate with senior professionals in a fast-paced, deal-focused environment.

Ideal candidates have a background in accounting or audit, CPA progression is a plus, and strong Excel skills to analyze large data sets across multiple sources.

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.

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

2-4 years experience in public account

Advanced Excel skills

Strong analytical problem-solving

Strong written and verbal comms

Ability to thrive in fast-paced env

Education

Bachelor's degree in Accounting/Finance/related

CPA designation or progress toward CPA

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

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations.

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ('we,' 'our,' or 'Vaco by Highspring') respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.