Bachelor's Degree in Accountancy, Finance, or a related field
2+ years of work experience in audit or transaction services
Current and valid CPA license (preferred)
Master's Degree in Accountancy (preferred)
Responsibilities
Perform buy-side and sell-side financial due diligence
Analyze financial and operational results of target companies
Evaluate financial information to identify diligence issues and opportunities
Research industry standards and trends
Collaborate with client executives and other stakeholders
Benefits
Supportive and respectful work environment
Focus on professional and personal development
Training and development opportunities
Exposure to fast-paced and varied projects
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.
At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek variety, we would love to talk to you!
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
