Senior Consultant, Transaction Advisory Services

United States Digital Space LLC; United States; Hybrid; USD 88,000 - 118,000; Full time

Benefits offered by this job

Health plan options and dental/vision

HSA enrollment potential

Life and disability coverage

401(k) with profit sharing

Well-being incentive

Education & certification assistance

Flexible time off

Family and parental leave

Travel rewards

ID theft protection

Job summary

United States Digital Space LLC is seeking an experienced Senior Transaction Advisory Associate to join our TAS team. You will lead QoE engagements, mentor junior staff, and work directly with clients, private equity firms and strategic buyers on complex M&A projects.

The role emphasizes financial due diligence, earnings quality assessment, and collaboration with senior leaders to drive value and successful outcomes for transactions across the US market.

Qualifications

• Bachelor’s degree in Accounting or Finance or related field.
• 2–5 years in transaction advisory, financial due diligence, audit or related field.
• Strong financial modeling and Excel with knowledge of financial databases.
• Solid knowledge of U.S. GAAP and financial reporting.
• CPA or CFA desirable but not mandatory.

Responsibilities

• Lead buy-side and sell-side QoE engagements from planning to reporting.
• Analyze financial statements and data to assess earnings quality and deal metrics.
• Identify risks, issues and value drivers for clients and stakeholders.
• Prepare and review due diligence reports and executive presentations.
• Oversee virtual data rooms and coordinate information requests with targets.
• Mentor associates, collaborate with partners, and contribute to proposals.

Skills

Financial modeling

Excel

Communication skills

Problem-solving

Critical thinking

Education

Bachelor's degree in Accounting or Finance

Tools

Financial databases

Job description

Overview

At the company, people countThe way you think makes you different. At the company, we embrace that.

Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout the company.

We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.

If you want to be in an environment where you can grow, feed your curiosity and make a difference, the company is the place for you.

Job Summary

We are seeking an experienced and driven Senior Transaction Advisory Associate to join our Transaction Advisory Services (TAS) team. This role is ideal for professionals with a strong background in financial due diligence and a passion for helping clients navigate complex M&A transactions. You will lead key aspects of Quality of Earnings (QoE) engagements, mentor junior staff, and work directly with clients, private equity firms, and strategic buyers.

Responsibilities

• Manage and conduct buy-side and sell-side QoE engagements, including planning, execution, and reporting.
• Analyze financial statements and operational data to assess earnings quality, working capital, net debt, and other key deal metrics.
• Identify and communicate financial risks, deal issues, and value drivers to clients and stakeholders.
• Prepare and review detailed financial due diligence reports and executive presentations.
• Oversee the setup and management of virtual data rooms and coordinate information requests with clients and target companies.
• Collaborate with partners and directors on client strategy, engagement execution, and business development.
• Mentor and supervise associates and interns, providing guidance and technical training.
• Support valuation analysis, transaction structuring, and integration planning as needed.
• Contribute to proposal development, pitch materials, and other marketing initiatives.
• Stay informed on industry trends, accounting standards, and M&A market dynamics.

Knowledge, Skills and Abilities

Qualifications and Experience:

• Bachelor’s degree in Accounting, Finance, or related field
• 2-5 years of experience in transaction advisory, financial due diligence, audit, or related field.
• Strong financial modeling and analysis skills, with proficiency in Excel and financial databases.
• Strong technical knowledge of U.S. GAAP and financial reporting.
• Demonstrated ability to manage projects and deliver results within strict timelines.
• Outstanding communication skills, both written and verbal, to effectively interact with clients and team members.
• Proven problem-solving and critical-thinking abilities with a keen eye for detail.
• Professional certifications such as CPA or CFA are desirable but not mandatory

Additional Details

the company is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

the company is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at

the company values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Benefits

the company cares about our associates and offers a variety of benefits to support their well-being.

• 8 health plan options (both HMO & PPO plans)
• dental and vision coverage
• opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program
• firm-sponsored basic life and short and long-term disability coverage
• a 401(k) savings plan & profit share as well as Firm matching contribution
• well-being incentive
• education & certification assistance
• flexible time off
• family care leave
• parental leave
• family formation benefits
• cell phone reimbursement
• travel rewards
• critical illness & accident insurance
• hospital indemnity insurance
• legal
• long-term care
• pet insurance
• ID theft protection
• supplemental life/AD&D

Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

"the company" is the brand name under which the company LLP and the company Advisory LLC and its respective subsidiary entities provide professional services. the company LLP and the company Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. the company LLP is a licensed independent CPA firm that provides attest services to its clients, and the company Advisory LLC provides tax and business consulting services to its clients. the company Advisory LLC and its subsidiary entities are not licensed CPA firms.