Experienced Associate - Transaction Advisory Services

Location: San Francisco, California, United States; additional locations are available in Philadelphia, Washington DC, Denver, Los Angeles, New York City, Portland, Seattle, Irvine, and Chicago.

Salary: $57,800–$100,000 per year

Company

Professional services firm providing advisory, tax, assurance, and transaction advisory services to clients across the United States and global financial centers.

What you will do

• Provide due diligence and transaction advisory services for complex client needs.
• Gather data, review documents, and prepare quality of earnings reports.
• Research target companies and perform financial analysis.
• Support buy-side, sell-side, and corporate finance transactions.
• Interact with partners and clients on engagement management and service delivery.
• Prepare and support executive briefings and advance initiatives within the transaction advisory services group.

Requirements

• Bachelor's degree.
• At least one year of related experience.
• Strong organizational, multitasking, communication, and presentation skills.
• Ability to work autonomously, meet tight deadlines, and manage shifting priorities.
• Ability to collaborate with client personnel at all levels and interact comfortably with senior stakeholders.

Nice to have

• Experience in audit or transaction advisory.
• CPA certification or candidacy.
• Advanced degree.

Culture & Benefits

• Continuous learning and development programs.
• Opportunities for career development and advancement within the transaction advisory services group.
• Compensation and benefits package for eligible employees.
• Exposure to privately held and publicly traded companies, private equity funds, banks, private debt funds, and business development companies.