Transaction Advisory Services | Senior Associate

Description & Requirements

Our dedicated transaction advisory professionals have completed due diligence engagements on billions of dollars in transactions across a wide range of industries. That means we can help identify the opportunities and challenges you could encounter in your transaction and provide meaningful insights. Whether you're a private equity group or a corporation, our due diligence can help you better execute the deal.

At Forvis Mazars, our Transaction Service Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you're an experienced diligence professional and motivated team builder who thrives in a fast-paced environment, we would love to talk to you!

In this position, you will explore new frontiers, use your positive and engaging communication style to influence and motivate team members and build strong relationships within the organization and with clients. Further, you will have meaningful guidance from firm leadership for staffing and business development in addition to the ability to perform due diligence while living inside or outside of traditional major markets.

The Transaction Services leadership team takes pride in creating and maintaining an encouraging and respectful environment for our team members. Apply if you're interested in learning how we can guide your professional and personal goals.

How you will contribute:

• Performing buy-side and sell-side financial due diligence for private equity groups and corporate clients
• Analyzing financial and operational results of target companies and preparing the quality of earnings reports
• Evaluating financial information, identifying diligence issues/opportunities, and recommending post-acquisition actions
• Researching and analyzing industry standards, trends, and target companies
• Working closely with client executives, investment bankers, private equity investors, attorneys, or other stakeholders
• Will have the hybrid flexibility to work with our private equity advisory process improvement team if desired

We are looking for people who have Forward Vision and:

• Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
• Recent experience with current audit and accounting concepts
• Excellent written and verbal communication skills
• Strong time management skills
• Proficiency with Microsoft Office, primarily Excel
• Willingness and ability to travel

Minimum Qualifications:

• Bachelor's degree in Accounting from an accredited college/university or CPA eligible; licensed CPA is preferred
• A minimum of three (3) years of experience in audit or transaction advisory from a large public accounting or consulting firm, preferably with one (1) year of transaction advisory financial due diligence experience

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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 reserves the right to make changes to the salary range based on business needs.

New York Salary Range:

NY Minimum Salary (USD)

$ 75,300

NY Maximum Salary (USD)

$ 115,900