Transaction Advisory Senior Associate

Charlotte, NC Hybrid

Full-time $90,000.00 - $110,000.00

Posted Today

Transaction Advisory Senior Associate

Position Overview
We are seeking a highly skilled Transaction Advisory Senior Associate to join our dynamic team. The ideal candidate will play a pivotal role in supporting our clients through complex transactions by providing expert advice and analysis. This position requires a deep understanding of financial processes, excellent analytical skills, and the ability to work collaboratively in a fast-paced environment.

Key Responsibilities

Assist in the execution of transaction advisory engagements including buy-side and sell-side advisory, valuations, and financial due diligence.
Conduct thorough analysis of financial statements and operational performance to identify risks and opportunities in transactions.
Prepare comprehensive reports and presentations for clients, summarizing findings and recommendations based on analyses.
Collaborate with cross-functional teams including tax, legal, and financial advisory to deliver integrated solutions.
Maintain up-to-date knowledge of market trends, regulatory changes, and industry developments to provide informed advice to clients.

Qualifications

Bachelor's degree in Accounting, Finance, or a related field.
CPA certification required.
Minimum of 3 years of experience in transaction advisory, financial consulting, or related field.
Strong analytical skills with proficiency in financial modeling and valuation techniques.
Excellent communication and interpersonal skills to engage with clients and team members effectively.
Ability to manage multiple projects and deadlines in a fast-paced environment.

Benefits

Vacation/PTO
200 hours PTO

Medical
100% of medical covered for employee - benefits provided by Blue Cross Blue Shield

Dental

Vision

401k
3% of your total compensation. Discretionary "profit share" equal 2% as well

Bonus

$1,200 HSA Company Contribution
$1,200 HSA Company Contribution

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Victoria Patel is recruiting for this position and the positions below.
Email me to apply for this position

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Job ID: VP5-1853255

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 05/06/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.