To support a growing Transaction Advisory Services team, the full-time Senior Associate, Transaction Advisory will manage client engagements, lead workstreams, and assist in developing strategies for complex transactions and succession planning in a fully remote environment. Key Responsibilities Lead and own assigned workstreams, ensuring timely completion of deliverables and effective communication with clients and stakeholders Review and ensure the quality of financial models, analyses, and documents before submission to maintain SRG's standards Mentor Associates by sharing knowledge and guiding them in developing their technical and client skills Required Qualifications Bachelor's Degree plus 5 years of relevant experience in transaction, M&A, or succession/deal advisory Relevant credential preferred (e.g., CVA, CEPA, CPA, CFA, or CFP) Advanced Excel and financial modeling skills required Proven ability to lead workstreams and manage competing priorities independently Experience with CRM Systems and Project Management Software
Senior Associate, Transaction Advisory • Garden Grove, California, United States
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