Senior Associate, Transaction Advisory

Forvis Mazars US; Tampa (FL); On-site; USD 75,000 - 105,000; Full time

Job summary

Forvis Mazars US in Tampa, FL, seeks a Transaction Advisory professional to perform buy-side and sell-side due diligence for private equity groups and corporations, helping assess risks and identify value drivers.

The role focuses on financial and operational analysis, quality of earnings, and collaboration with client executives, investment bankers, attorneys, and other stakeholders.

Qualifications

• Bachelor's Degree in Accountancy, Finance, or related field.
• 2+ years of relevant work experience in audit or transaction services from a large public accounting or consulting firm.

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, identifying diligence issues and 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

Education

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

Masters Degree in Accountancy

Job description

Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle‑market expertise and national resources, we provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. We serve private equity groups and corporations, offering buy‑side and sell‑side due diligence, tax due diligence, and transaction structuring to ensure 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 and 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
• 2+ years of relevant work experience in audit or transaction services from a large public accounting or consulting firm

Preferred Qualifications

• Current and valid CPA (Certified Public Accountant) license
• Masters Degree in Accountancy

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.