Transaction Advisory Services
Job Description
Who: Strong, Stable, Fast-Growing Advisory Firm
What: Lead and support buy-side and sell-side M&A engagements
When: Immediate Need
Where: Remote-first, with optional offices in Tampa, FL and other U.S. cities
Why: Growth – Join a people-first firm with expanding client needs
Salary: Competitive compensation based on experience + strong benefits
Office Environment: Flexible, supportive, and collaborative with remote options
Position: Transaction Advisory Services – Senior Associate / Manager
This is a high-impact role ideal for professionals who thrive in fast-paced M&A environments. You’ll play a key role in financial due diligence engagements, working directly with clients and leadership to deliver strategic insights on both buy-side and sell-side transactions.
Key Responsibilities Include:
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Leading or supporting quality of earnings, working capital, and net debt analyses
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Preparing due diligence reports and financial data books
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Managing client relationships and coordinating communications
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Mentoring junior team members and contributing to a strong team culture
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Ensuring timely, accurate execution of deliverables across engagements
Ideal Candidates Will Have:
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A bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
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3–7+ years of experience in transaction advisory or public accounting
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Strong knowledge of GAAP and prior experience with financial due diligence
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Excellent Excel and financial modeling skills
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Clear, confident communication and organizational abilities