Transaction Advisory Services Senior Associate

Weaver; New York (NY); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive health benefits

401(k) plan

Flexible scheduled time off

In-house CPE and learning opportunities

Job summary

Weaver is seeking a Transaction Advisory Services Senior Associate in New York to assist with financial due diligence projects. The role involves analyzing complex data, preparing reports, and establishing client trust. A Bachelor’s degree in Accounting or a related field is required, alongside 3+ years of relevant experience. Ideal candidates possess strong business writing skills and leadership qualities. Weaver provides competitive health benefits, flexible time off, and opportunities for professional development, with a salary range of $85,000 to $115,000.

Qualifications

• 3+ years of experience in transaction advisory services or financial due diligence.
• Thorough understanding of financial statements.
• Advanced understanding of financial reports and transaction cycles.

Responsibilities

• Assist with financial due diligence projects and take ownership of components.
• Analyze complex and voluminous information and prepare concise reports.
• Build analyses from source documents and ensure quality expectations.
• Establish trust with clients and maintain effective communication.

Skills

Leadership qualities

Deadline-oriented

Strong business writing

Interpersonal skills

Education

Bachelor’s degree in Accounting or related field

CPA candidate

Master’s degree in Accounting or related field

Job description

Overview

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

While our business is based in numbers, our success is based on people. Weaver commits to supporting our people in both professional growth and balanced, integrated lives. Our core values empower our people to deliver extraordinary service and be their best selves, balancing high development with high performance to meet the long-term goals of each individual, team, and the firm.

Learn more about our services, industry experience and culture at weaver.com.

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. A Senior Associate takes ownership of projects under the supervision of more experienced team members, including performing analysis of complex information and preparing concise reports. This individual will build analysis from source documents, understand deliverable expectations for each client, and assist in preparing agendas, schedules, and exhibits. The ideal candidate will establish trust with the client and maintain good working relationships and communication with client personnel and teammates.

This role provides an excellent platform to further develop technical skills surrounding change of control events such as refinancing, acquisitions, and mergers for our private equity and strategic clients. They will help identify deal issues and other adjustments impacting reports and draft portions of client deliverables. The ideal candidate has leadership qualities, is deadline-oriented, and possesses strong business writing and interpersonal skills.

Responsibilities

• Assist with financial due diligence projects for clients and take ownership of project components under supervision
• Analyze complex and voluminous information and prepare concise reports
• Build analyses from source documents and ensure quality and deliverable expectations
• Assist in preparing agendas, schedules, and exhibits
• Establish trust with clients and maintain effective communication with client personnel and teammates

Qualifications

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

Additional Qualifications (Preferred)

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

Compensation and Benefits

Annual Base Pay Range in California and New York: $85,000.00 to $115,000.00. Exact compensation may vary based on skills, experience, and location.

Weaver offers competitive health benefits (medical, dental, vision, disability, life insurance) and a 401(k) plan. The firm supports flexible scheduled time off (STO), a minimum of 56 hours of sick and safe leave, 11 holidays, and 2 recharge days. We also offer in-house CPE and learning opportunities through the internal Learning & Development department, including technical improvement, practice development, management/leadership training, and whole-life growth. The goal is to balance high development with high performance for the long-term goals of individuals and the firm.

Equal Opportunity

Weaver is an equal opportunity employer. We cultivate a safe and inclusive work environment that respects each individual’s unique qualities.