Senior Associate, Transaction Advisory

About the Firm
A founder-led industry-focused transaction advisory boutique providing financial due diligence (Quality of Earnings) and financial support services to private equity sponsors portfolio companies and entrepreneurs across the M&A lifecycle. The team brings deep big-firm experience and delivers tailored high-touch solutions to lower and middle-market clients across Healthcare Industrials & Business Services Consumer & Retail and Software & Technology.

The Opportunity
The firm is in a high-growth phase and looking to add a Senior Associate to its Financial Due Diligence practice. This is an opportunity to join a lean senior-led team with direct exposure to private equity clients significant deal ownership from day one and a clear path for career progression as the firm scales.

Key Responsibilities

• Perform buy-side and sell-side financial due diligence (Quality of Earnings) for private equity sponsors and strategic acquirers
• Analyze EBITDA revenue trends margin drivers working capital and debt-like items
• Build and maintain Excel-based diligence models bridges and supporting schedules
• Identify and quantify normalization adjustments and key financial risks
• Draft sections of diligence reports and prepare materials for management meetings and buyer presentations
• Collaborate directly with deal teams client stakeholders legal and tax advisors throughout the transaction lifecycle
• Support multiple concurrent engagements in a fast-paced deadline-driven environment

Qualifications

• 2 4 years of financial due diligence (Quality of Earnings) experience ideally from a Big 4 or top-tier advisory firm
• Strong technical grounding in QoE working capital and debt-like analyses
• CPA or progress toward CPA preferred
• Advanced Excel skills; experience with Power BI or Tableau a plus
• Strong communication skills and comfort working directly with PE sponsors and client management
• Ability to manage multiple engagements and work independently in a lean team environment

Whats on Offer

• Direct senior-level exposure to private equity clients and live deal execution
• Significant ownership and visibility on engagements from day one
• A growth-stage platform with a clear path to Manager and beyond
• Competitive compensation and benefits commensurate with experience
• A collaborative high-touch culture built by experienced industry leaders