Transaction Advisory Senior

Uhy Llp; New York (NY); On-site; USD 93,000 - 130,000; Full time

Job summary

UHY LLP in New York seeks a Transaction Advisory Senior to lead buy-side and sell-side due diligence and M&A advisory engagements. You will analyze financial statements, revenue trends, and operational performance to identify deal risks and QoE insights, and develop robust financial models and valuation analyses.

You will prepare client-ready reports and presentations, collaborate with executives and cross-functional teams, and mentor junior staff while supporting post-transaction planning.

Qualifications

• Bachelor’s degree in accounting/finance with strong academic performance.
• 2–3 years of audit/corporate finance/transaction advisory experience.
• CPA designation preferred.

Responsibilities

• Lead buy-side and sell-side due diligence for M&A transactions.
• Analyze financial statements, revenue trends, and operational performance to assess risks.
• Identify QoE insights, working capital adjustments, and key drivers.
• Develop and review financial models, projections, and valuations.
• Prepare client-ready reports and presentations for senior executives.
• Collaborate with executives and cross-functional teams to structure deals.
• Support post-transaction integration planning and financial structuring.
• Mentor and train junior staff.

Skills

Due diligence

M&A advisory

Financial analysis

Financial modeling

Education

Bachelor’s degree in accounting/finance

CPA preferred

Job description

Transaction Advisory Senior# Job Search## Transaction Advisory SeniorApply: New York, NY: Full time: Posted Today: JR102416# **JOB SUMMARY**As a Transaction Services Senior you will lead financial due diligence (FDD) and M&A advisory engagements. As a key player in our Transaction Advisory Services (TAS) team, you will work closely with private equity firms, corporate clients, and investment banks to provide data-driven insights that drive strategic decision-making.# **JOB DESCRIPTION*** Lead **buy-side and sell-side due diligence** for mergers, acquisitions, and divestitures* Analyze **financial statements, revenue trends, and operational performance** to assess transaction risks Identify key **deal risks, financial adjustments, and quality of earnings (QoE) insights*** Identify **quality of earnings (QoE), working capital adjustments, and key financial drivers*** Develop and review **financial models, projections, and valuation analyses*** Prepare **comprehensive reports and presentations** summarizing findings for clients and senior executives* Work directly with **executives, investment teams, and cross-functional stakeholders** to structure deals* Assist in **post-transaction integration planning and financial structuring*** Mentor and develop junior staff, providing technical guidance and training **Supervisory responsibilities*** None **Work environment*** Work is conducted in a professional office environment with minimal distractions **Physical demands*** Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time* Must be able to lift up to 15 pounds at a time **Travel required*** Travel may be frequent and unpredictable, depending on client’s needs **Required education and experience*** Bachelor’s degree in accounting and/or Finance with strong academic performance* 2 – 3 years of audit / corporate finance / transaction advisory service experience **Preferred education and experience*** Certified Public Accountant (“CPA”) designation preferred **Other duties**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000.