Transaction Advisory Services Senior Associate

Weaver; Houston (TX); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Flexible scheduled time off

Minimum of 56 hours of sick and safe leave

11 holidays

2 scheduled recharge days

In-house CPE and learning opportunities

Job summary

Weaver is seeking a Transaction Advisory Services Senior Associate in Houston, Texas. This role involves assisting with financial due diligence projects, preparing reports, and building strong client relationships. Candidates should have a Bachelor’s degree, 3+ years in transaction advisory services, and strong interpersonal skills. Weaver offers competitive health benefits and opportunities for professional growth in a supportive and inclusive environment, making it an excellent workplace for ambitious individuals.

Qualifications

• 3+ years of experience in transaction advisory services, financial due diligence, or public accounting.
• Thorough understanding of financial statements and advanced understanding of financial reports.
• Ability to mentor and help develop less experienced staff.

Responsibilities

• Assist with financial due diligence projects for clients.
• Perform analysis of complex and voluminous information.
• Prepare concise reports and draft certain portions of client deliverables.

Skills

Leadership qualities

Strong business writing skills

Interpersonal skills

Deadline-oriented

Education

Bachelor’s degree in Accounting or related field

Master’s degree in Accounting or related field

CPA candidate

CPA

Job description

Weaver Experience

Weaver is a full‑service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well‑being of all our employees and encourage them to pursue ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. Our core values empower our people to deliver extraordinary service and be their best selves. We balance high development with high performance to meet the long‑term goals of each individual, team, and our firm.

Position Profile

Weaver is looking for a Transaction Advisory Services Senior Associate to join our growing firm. This individual will assist with financial due diligence projects for our clients. The Senior Associate takes ownership of projects under the supervision of more experienced team members, performing analysis of complex and voluminous information, and preparing concise reports. They build analysis from source documents, understand the level of quality and deliverable expectations for each client, and assist in preparing agendas, schedules and exhibits. The ideal candidate will establish trust with the client, maintain good working relationships and communication with client personnel and teammates.

This opportunity provides an excellent platform for a qualified candidate to further develop technical skills surrounding change‑of‑control events such as refinancing, acquisitions and mergers in service to our private equity and strategic clients. They will assist in identifying deal issues and other adjustments impacting reports and draft certain portions of client deliverables. The ideal candidate has leadership qualities and is deadline‑oriented with strong business writing and interpersonal skills.

Required Qualifications

• Bachelor’s degree in Accounting or related field
• CPA candidate
• 3+ years of experience in transaction advisory services, financial due diligence, or public accounting, or equivalent professional experience
• Thorough understanding of financial statements
• Advanced understanding of financial reports, transaction cycles and business processes

Preferred Qualifications

• Master’s degree in Accounting or related field
• CPA
• Ability to mentor and help develop less experienced staff
• Project Management experience
• Team orientation
• Strong interpersonal skills

Benefits

Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. We also provide flexible scheduled time off (STO), a minimum of 56 hours of sick and safe leave, 11 holidays and 2 scheduled recharge days. In‑house CPE and learning opportunities are available through our internal Learning & Development department, covering technical improvement, practice development, management and leadership training, and whole‑life growth.

Equal Opportunity

We recognize that everyone brings different strengths, backgrounds and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy and support. We are proudly an equal opportunity employer.