Transaction Advisory Senior Associate

Confidential Employer; Atlanta (GA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Exposure to high-profile transactions

Mentoring opportunities

Team-oriented environment

Job summary

Confidential Employer seeks a Transaction Advisory Senior Associate to join a team delivering high-quality diligence and advisory services for strategic deals in a fast-paced environment.

You will evaluate financial and operational performance, prepare analyses and reports, and provide insights on transaction issues, working with clients and external professionals to meet engagement objectives.

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 GAAP accounting expertise is a plus.
• Familiarity with financial research tools (Capital IQ, Bloomberg).
• Ability to manage multiple tasks, travel up to 25%.

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 analyses.
• Collaborate with clients and team members to achieve 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 and ethics.

Skills

Financial modeling

Excel

Analytics

Data interpretation

Written & verbal communication

GAAP/technical accounting

Capital IQ/Bloomberg literacy

Travel readiness

Education

Bachelor’s or Master’s degree in Business/Finance/Accounting/Economics/Engineering

Tools

Capital IQ

Bloomberg

Job description

Transaction Advisory Senior Associate

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.