Senior Associate, Transaction Advisory

Forvis Mazars, LLP; Chicago (IL); On-site; USD 85,000 - 135,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Transaction Advisory professional to perform buy-side and sell-side financial due diligence for private equity groups and corporate clients in the Chicago area. You will analyze target companies, prepare earnings reports, and advise on post-acquisition actions with senior stakeholders.

The role requires at least two years of relevant experience in audit or transaction services; a CPA license is preferred, and a Masters in Accountancy is a plus.

Qualifications

• Bachelor’s degree in accountancy or finance or related field.
• Minimum two years of relevant work experience in audit or transaction services at a large public firm.
• Preferred: three years of relevant work experience in audit or transaction services.
• Current CPA license and a Masters in Accountancy are a plus.

Responsibilities

• 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 and opportunities, and recommend post-acquisition actions.
• Research industry standards and trends and analyze target companies.
• Collaborate with client executives, investment bankers, private equity investors, and attorneys.

Education

Bachelor’s Degree in Accountancy, Finance, or a related field

Masters Degree in Accountancy

CPA (Certified Public Accountant) license

Job description

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, identifying diligence issues/opportunities, and recommending 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

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers .

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to accept unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

Pursuant to Illinois’ Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/ . Forvis Mazars reserves the right to make changes to the salary range based on business needs.