Forvis

Senior Associate, Transaction Advisory - 2236657

Forvis$70K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accountancy, Finance, or a related field
  • 2+ years of relevant work experience in audit or transaction services from a large public accounting or consulting firm
  • Current and valid CPA (Certified Public Accountant) license (preferred)
  • Master's Degree in Accountancy (preferred)

Responsibilities

  • Perform buy-side and sell-side financial due diligence for private equity groups and corporate clients
  • Analyze financial and operational results of target companies and prepare quality of earnings reports
  • Evaluate financial information, identifying diligence issues/opportunities, and recommending post-acquisition actions
  • Research and analyze industry standards, trends, and target companies
  • Work closely with client executives, investment bankers, private equity investors, attorneys, or other stakeholders

Benefits

  • Supportive and respectful work environment
  • Focus on professional and personal development opportunities
Full Job Description
Description & Requirements

Senior Associate, Transaction Advisory The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring-ensuring clients are well-informed and positioned for successful outcomes.

The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.

What You Will Do:

  • Perform buy-side and sell-side financial due diligence for private equity groups and corporate clients
  • Analyze financial and operational results of target companies and prepare quality of earnings reports
  • Evaluate financial information, identifying diligence issues/opportunities, and recommending post-acquisition actions
  • Research and analyze industry standards, trends, and target companies
  • Work closely with client executives, investment bankers, private equity investors, attorneys, or other stakeholders

Minimum Qualifications:

  • Bachelor's Degree in Accountancy, Finance, or a related field
  • 2+ years of relevant work experience in audit or transaction services from a large public accounting or consulting fir

Preferred Qualifications:

  • Current and valid CPA (Certified Public Accountant) license
  • Masters Degree in Accountancy

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About Forvis

Forvis is a software company that provides a platform for businesses to manage their data and analytics. The company's platform allows businesses to collect, store, and analyze data from various sources, including social media, web analytics, and customer relationship management systems. Forvis was founded in 2015 and is headquartered in San Francisco, California.
Learn more about Forvis
Size
50 employees
Industry

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