Transaction Advisory Senior Associate

NorthPoint Search Group

Atlanta (GA)

On-site

USD 120,000 - 185,000

Full time

14 days+
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Benefits offered by this job

Competitive salary within the stated range
Exposure to high-profile transactions
Professional development opportunities

Job summary

A financial services recruitment firm based in Atlanta is searching for a Transaction Advisory Senior Associate. This full-time position requires an experienced finance or consulting professional with over 6 years in transaction advisory. Responsibilities include supporting financial analyses, quality of earnings evaluations, and delivering client advisory services. The role involves frequent collaboration and up to 25% travel. Competitive salary ranges from $120,000 to $185,000 annually.

Qualifications

  • 6+ years of experience in transaction advisory, consulting, or professional services.
  • Strong ability to interpret large volumes of financial and operational data.
  • CPA, CFA, or technical/GAAP accounting expertise is a plus.

Responsibilities

  • Support day-to-day transaction advisory activities for buy- and sell-side engagements.
  • Perform financial statement reviews, reconciliations, and cash flow analysis.
  • Conduct quality of earnings and net working capital assessments.
  • Prepare client deliverables including reports and presentations.

Skills

Financial modeling
Analytical skills
Excel
Verbal communication
Written communication

Education

Bachelor’s or Master’s degree in Business, Finance, Accounting, Economics, Engineering, or related field

Tools

Capital IQ
Bloomberg

Job description

Transaction Advisory Senior Associate

To Apply Now – email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io

Who: Experienced finance or consulting professional with 6+ years in transaction advisory, financial analysis, or professional services.
What: Support buy- and sell-side diligence, quality of earnings, working capital analysis, and client advisory deliverables.
Where: U.S.-based, travel up to 25% required.
When: Full-time position.
Why: Help clients make informed decisions on transactions, identify value drivers, and support strategic deal execution.
Salary: $120,000–$185,000 per year.

Job Summary:
The Transaction Advisory Senior Associate works in a team-oriented environment to deliver high-quality financial diligence and advisory services. This role focuses on evaluating financial and operational performance, preparing analyses and reports, and providing insights to clients on key transaction and business issues.

Key Responsibilities:

  • Support day-to-day transaction advisory activities for buy- and sell-side engagements
  • Perform financial statement reviews, reconciliations, and cash flow analysis
  • Conduct quality of earnings and net working capital assessments
  • Analyze business and transactional performance metrics
  • Prepare client deliverables including reports, presentations, and written analyses
  • Collaborate with clients, team members, and external professionals to achieve engagement objectives
  • Assist with practice development, marketing, and client pitches as needed
  • Identify issues for purchase price adjustments and deal structuring insights
  • Maintain high standards of professionalism, ethics, and integrity

Qualifications:

  • Bachelor’s or Master’s degree in Business, Finance, Accounting, Economics, Engineering, or related field
  • 6+ years of experience in transaction advisory, consulting, or professional services
  • Strong financial modeling, Excel, and analytical skills
  • Ability to interpret large volumes of financial and operational data
  • Excellent written and verbal communication skills
  • CPA, CFA, or technical/GAAP accounting expertise is a plus
  • Familiarity with financial research tools (Capital IQ, Bloomberg, etc.)
  • Ability to manage multiple tasks, work independently or in a team, and travel up to 25%

Benefits:

  • Competitive salary within the stated range
  • Exposure to high-profile transactions and client engagements
  • Professional development and mentoring opportunities
  • Collaborative, team-oriented consulting environment

Transaction Advisory Senior Associate supports buy/sell-side diligence, financial analysis, quality of earnings, and client advisory for strategic deals.

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