Senior Associate, Transaction Advisory - 2237169

Forvis Mazars

$83K — $152K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accountancy, Finance, or related field.
  • Minimum of two years in audit or transaction services from a large public accounting or consulting firm.
  • Three years of relevant experience preferred.
  • Current and valid CPA license preferred.
  • Master's Degree in Accountancy preferred.

Responsibilities

  • Perform buy-side and sell-side financial due diligence for clients.
  • Analyze financial and operational results of target companies.
  • Prepare quality of earnings reports.
  • Evaluate financial information, identifying diligence issues and opportunities.
  • Recommend post-acquisition actions based on analysis.
  • Research industry standards and trends related to target companies.
  • Collaborate closely with executives, investment bankers, and other key stakeholders.

Benefits

  • Group health plan benefits.
  • 401(K) retirement plan with profit-sharing contributions.
  • Flexible time off to promote work-life balance.
  • Parental leave for new parents.
Full Job Description
Description & Requirements

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.

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
  • Minimum of two (2) years of relevant work experience in audit or transaction services from a large public accounting or consulting firm

Preferred Qualifications:

  • Three (3) 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
  • Masters Degree in Accountancy

#LI-DEN

#LI-JT1

Colorado's Equal Pay for Equal Work Act (SB 19-085)

Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

Colorado Salary Range:

CO Minimum Salary (USD)

$ 83,300

CO Maximum Salary (USD)

$ 152,600

Close Date: 05/04/2026

Similar Jobs

More Jobs at Forvis Mazars

More Finance & Insurance Jobs

  • Partner
    $200K — $500K+*
    Confidential Company
    Los Angeles, CA 90001 (Los Angeles County)
  • Senior Tax Associate
    $80K — $100K *
    Godsey & Gibb Wealth Management
    Richmond, VA 23230 (Henrico County)
  • Director, Events & Experience
    $121K — $164K *
    Mackenzie Financial Corporation
    Toronto, ON M3C 0E3
  • Thermo Fisher Scientific
    Manager, FP&A
    $110K — $130K *
    Thermo Fisher Scientific
    Wilmington, NC 28403 (New Hanover County)
  • Institutional Advisor
    $100K — $120K *
    Goelzer Investment Management
    Carmel, IN 46032 (Hamilton County)

Find similar Senior Associate, Transaction Advisory - 2237169 jobs: