Company Summary
Our client is a private equity-backed transaction advisory, valuation, and consulting firm with a leading reputation in healthcare services and a growing presence across technology, manufacturing, distribution, and business services. Having completed more than 70,000 engagements nationwide, the firm continues to expand its Transaction Advisory practice while investing in new capabilities and larger, more complex transactions.
Location
Preferred Locations:
- Dallas, TX
- Nashville, TN
- New York, NY
- Philadelphia, PA
- Chicago, IL
Work Environment:
- Hybrid schedule (in-office Monday through Thursday)
- Collaborative, team-oriented culture
- Immediate start available
Position Overview
The Senior Associate will play a key role in supporting financial due diligence engagements for private equity and corporate clients. This individual will work closely with senior team members to analyze financial performance, identify transaction-related risks and opportunities, and provide strategic insights that help clients make informed investment decisions.
This is an excellent opportunity for an audit professional looking to transition into Transaction Advisory Services or an early-career TAS professional seeking exposure to a high-volume, deal-driven environment with clear opportunities for advancement.
Key Responsibilities
- Support buy-side and sell-side financial due diligence engagements.
- Analyze historical financial statements, earnings trends, cash flow, and working capital.
- Assist in preparing Quality of Earnings analyses and transaction-related reports.
- Identify key financial risks, opportunities, and transaction considerations.
- Develop financial analyses, presentations, and client deliverables.
- Conduct industry and company-specific research to support transaction execution.
- Collaborate with clients, management teams, and internal stakeholders throughout engagements.
- Manage multiple projects simultaneously in a fast-paced transaction environment.
- Contribute to maintaining and strengthening the firm's collaborative culture.
Ideal Candidate Background
- 2-3 years of public accounting experience, preferably with a Big 4 or nationally recognized accounting firm.
- CPA designation or progress toward certification preferred.
- Strong foundation in accounting, financial statement analysis, and audit procedures.
- Prior exposure to healthcare clients is a plus, but not required.
- Demonstrated interest in mergers & acquisitions, financial due diligence, and transaction advisory work.
- Strong Excel, analytical, and problem-solving skills.
- Excellent communication and client-facing abilities.
- Team-oriented professional with a positive attitude, strong work ethic, and willingness to roll up their sleeves when needed.
Why Join This Opportunity?
- Join a highly respected firm with a strong national brand and industry-leading reputation.
- Gain exposure to a consistent and active deal pipeline across both healthcare and diversified industries.
- Work alongside experienced leaders who are invested in mentorship and professional development.
- Enjoy meaningful client interaction and exposure to complex transactions early in your career.
- Benefit from a collaborative, low-ego culture built on transparency, humility, and teamwork.
- Clear path for career advancement within a growing platform.
- Strong work-life balance compared to many competing TAS environments, averaging approximately 50-hour work weeks.
- Opportunity to contribute to a firm that is actively investing in growth, innovation, and expanded market capabilities.
If you're an audit professional looking to break into Transaction Advisory Services, or an early-career TAS professional seeking greater deal exposure and long-term growth potential, we'd welcome the opportunity to connect.