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Senior Associate, Transaction Advisory
Senior Associate, Transaction AdvisoryForvis Mazars, LLP • New York, NY, US
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Senior Associate, Transaction Advisory

Senior Associate, Transaction Advisory

Forvis Mazars, LLP • New York, NY, US
4 days ago
Job type
  • Full-time
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
  • Identifiers

    LI-OAK, #LI-NYC

    LI-JT1

    New York City Pay Transparency

    Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. 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.

    New York Salary Range :

    NY Minimum Salary (USD)

    $ 99,900

    NY Maximum Salary (USD)

    $ 166,500

    Illinois Wage Transparency

    Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt / hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https : / / resourcecenter.forvismazars.us / . Forvis Mazars reserves the right to make changes to the salary range based on business needs.

    IL Minimum Salary (USD)

    $ 91,600

    IL Maximum Salary (USD)

    $ 152,600

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