Senior Associate, Transaction Advisory (Hybrid)

Neos Talent; New York (NY); On-site; USD 175,000 - 250,000; Full time

Job summary

Neos Talent is partnering on a confidential search for a Senior Associate in its Transaction Advisory practice in major markets including New York. The role focuses on financial, tax and operational due diligence across M&A and corporate actions, supporting private equity sponsors, lenders and corporates.

The Senior Associate will lead buy-side and sell-side diligence, build three-statement models, and deliver KPI dashboards, with client-site work as needed and a 4-day in-office requirement.

Qualifications

• Must have three plus years of experience with at least two years of financial due diligence experience in a Big 4 firm.
• Strong financial modeling skills including three-statement models and ad hoc analysis.
• Familiarity with Tableau and Alteryx is preferred.

Responsibilities

• Develop comprehensive analysis of complex transactional challenges.
• Execute buy-side and sell-side due diligence including financial and operating trends analysis and working capital analysis.
• Review transaction agreements, customer and vendor contracts.

Skills

Financial due diligence

Financial modeling

KPI packages

Tableau

Alteryx

Education

Bachelor's degree

CPA license

Job description

Neos Talent is partnering on a confidential search for a Senior Associate in its Transaction Advisory practice in major markets including New York. The role focuses on financial, tax and operational due diligence across M&A and corporate actions, supporting private equity sponsors, lenders and corporates.

The Senior Associate will lead buy-side and sell-side diligence, build three-statement models, and deliver KPI dashboards, with client-site work as needed and a 4-day in-office requirement.