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Transaction Advisory Associate

Transaction Advisory Associate

Providence Staffing LLCAustin, TX, US
22 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Providence Staffing is proud to partner with a leading advisory firm in Austin, TX, that is seeking a talented and driven Transaction Advisory Associate to join their dynamic team. This is a unique, in-office opportunity with no travel expectations, ideal for a finance or accounting professional who wants to grow their career in M&A and deal advisory.

As a Transaction Advisory Associate, you'll be a critical member of buy-side and sell-side deal teams, leveraging your expertise in Microsoft Excel to compile and analyze financial data for target companies. You'll engage directly with key executives and stakeholders, providing strategic insights that help shape client investment decisions. Strong analytical, writing, and communication skills are essential for success in this role.

Key Responsibilities :

  • Analyze and interpret financial statements and supporting documents for M&A transactions
  • Assist with Quality of Earnings (QoE) reports and identify transaction risks or key value drivers
  • Support buy-side and sell-side due diligence efforts by performing in-depth financial analysis
  • Collaborate with senior team members and clients to develop insights and recommendations
  • Prepare clear, well-organized written reports and presentations
  • Participate in client meetings and executive-level discussions
  • Manage multiple projects and timelines in a fast-paced, team-oriented environment

Qualifications :

  • Minimum of 2 years of public accounting experience (Big 4, national, regional, or large local firm preferred)
  • CPA or CFA license, or eligibility to sit for the CPA or CFA exam
  • Advanced proficiency in Microsoft Excel and financial modeling
  • Strong written and verbal communication skills
  • Highly motivated, collaborative team player with a proactive mindset
  • Demonstrated project management capabilities
  • Prior exposure to M&A transactions and / or Quality of Earnings analysis strongly preferred
  • Experience with recurring revenue SaaS or software companies is a plus
  • Must be able to work full-time in person at our downtown Austin office

    • Growth & Career Development :

    Unlike traditional accounting firms, this organization empowers professionals to craft their own personalized career paths—whether that's progressing to Partner or pursuing a non-traditional leadership track. With a dedicated career advisor assigned to you, you'll receive the mentorship and resources needed to build a career aligned with your long-term goals.

    Notably, 26 out of 27 current partners were promoted internally , demonstrating the firm's strong commitment to upward mobility and professional development.

    Compensation & Benefits :

  • Paid Time Off : 22 days annually (increases with tenure) + 10 paid holidays, including 2 floating holidays
  • Leave Benefits : Paid parental and bereavement leave
  • Annual Profit-Sharing Bonus
  • 401(k) Retirement Plan : Includes firm profit-sharing contributions
  • Health Coverage :

    • 100% employer-paid premium for employee-only dental, vision, and base high-deductible health plan

  • Health Savings Account (HSA) contributions with qualifying plan
  • Flexible Spending Accounts : Medical, limited purpose, and dependent care options
  • Additional Benefits :

    • Employer-paid life, AD&D, short- and long-term disability insurance

  • Employee Assistance Program (EAP)
  • Continuing professional education and licensing support
  • Flexible scheduling options
  • Additional perks and employee programs

    • Note : Employees must work a minimum of 30 hours per week to be eligible for medical, dental, vision, FSA, HSA, life, disability, and EAP benefits.

    If you're a self-starter who thrives in a collaborative, high-performance environment and you're ready to take the next step in your career, we encourage you to apply today.

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    Transaction Advisory • Austin, TX, US