Senior Associate: Transaction Advisory Services

Succession Resource Group

6d•$75,000 - $101,000

About The Position

As a Senior Associate on our Transaction Advisory Services (TAS) team, you will work directly with clients and the Senior Consultant to move deals and succession plans forward, helping buyers and sellers complete transactions and helping owners plan the shift of ownership and control from one generation to the next. Your assistance with models, documents, communications, and analyses will let clients make every decision with full information, contributing to purchase price strategy, deal terms and structure, and multigenerational transition plans. You will lead your own workstreams and take ownership of complex problems, working side by side with clients to uncover the root issues behind a deal or transition, help design creative and practical solutions, and build the capabilities in others that deliver lasting impact. You will draft and review deliverables for Senior Consultant approval, contribute to strategy design, and keep engagements organized and on track. This role sits between our Associate and Senior Consultant positions. You will support the Senior Consultant across engagements and, as availability and readiness allow, lead or co-lead client calls and select engagements. You will also mentor Associates, sharing what you know and helping them grow, without carrying formal management responsibility. Senior Associates who excel build the judgment, client skills, and technical depth to step into a Senior Consultant role. When You Join SRG Continuous learning and apprenticeship. You will work alongside experienced Senior Consultants who invest in your development. Feedback here is frequent, direct, and aimed at helping you grow. Ownership and impact. You will own real workstreams and see your work shape client outcomes. The path to Senior Consultant runs through the responsibility you take on here. Your ideas matter. We value initiative and fresh thinking at every level, and you will help design the strategies and solutions our clients rely on, and will also contribute to advancements in systems and processes that drive organizational impact.

Requirements

Bachelor's Degree plus 5 years of relevant experience, including direct transaction, M&A, or succession/deal-advisory experience
Advanced Excel and financial modeling skills required (e.g., cash flow and pro forma models, deal structures, aggregation of data sources, and scenario analysis)
Strong working knowledge of the broader Microsoft Office suite (Word, PowerPoint, and Teams)
Experience with CRM Systems (e.g. Salesforce) and Project Management Software
Proven ability to lead and own workstreams and manage competing priorities independently
Ability to review others' work for accuracy, completeness, and quality, and to give constructive feedback
Sound judgment in structuring ambiguous problems, identifying roadblocks, and knowing when to escalate to the Senior Consultant
Excellent written and verbal communication skills, including direct client interaction
Ability to mentor and guide Associates without formal management authority
Intellectually curious, with a drive to master complex material
Self-motivated and accountable, with strong ownership of outcomes
Ambition to grow into a Senior Consultant role
Attention to detail and commitment to high-quality, client-ready work
Team player with a positive attitude and resilience in a fast-paced environment

Nice To Haves

Relevant credential preferred (e.g., CVA, CEPA, CPA, CFA, or CFP®)
Experience with deal support, succession planning, valuation, or M&A for financial advisors and RIAs, preferred
Knowledge of the financial services industry and/or small business finance/tax/accounting concepts, preferred

Responsibilities

Leads and owns assigned workstreams from inception to completion, taking responsibility for complex deal and succession problems and driving them to resolution
Coordinates tasks, timelines, and deliverables across the engagement, ensuring deadlines are met and the Senior Consultant has what they need
Prepares and/or reviews deal and succession deliverables, including cash flow and pro forma models, purchase price analyses, deal term and structure strategies, organizational and timeline overviews, client deliverables, and client documents
Communicates with outside parties such as attorneys, lenders, accountants, and other deal advisors, as availability and readiness allow
Anticipates risks and roadblocks, raising them early with proposed paths forward
Uses data, facts, and logical reasoning to prioritize work and make sound day-to-day coordination decisions
Manages time effectively to meet responsibilities and deadlines in a complex, largely autonomous environment
Attends project and client meetings in a strategy-forward capacity and assists the Senior Consultant into turning the discussion into clear next steps, capturing the context behind the conversation, action items, and potential roadblocks, and following up to keep work moving (AI notetaking tools handle verbatim capture; this role owns the interpretation and follow-through)
Other project-based tasks, as assigned
Serves as first-level reviewer of work, checking models, analyses, and documents for accuracy, completeness, and consistency before they advance
Provides final approval on simpler deliverables within defined parameters, and routes complex or higher-risk work to the Senior Consultant for secondary review and final approval
Ensures deliverables meet SRG quality standards and are client-ready
Takes ownership of strategies and solutions on assigned workstreams, working with clients and the Senior Consultant to uncover the root issues behind a deal or transition
Helps design creative, practical solutions for purchase price, deal terms and structure, and multigenerational ownership and control transitions
Identifies areas for discussion and decision, framing options and tradeoffs for the Senior Consultant and client
Communicates clearly and professionally in English, in writing and verbally, adjusting style to suit different audiences and seniority levels
Leads or co-leads select client calls and engagements in support of the Senior Consultant, as availability and readiness allow
Addresses incoming questions, as availability and readiness allow
Keeps the Senior Consultant informed on progress, key metrics, risks, and decisions
Highlights key metrics, achievements, and challenges to the Senior Consultant
Provides clear direction, updates, strategy-centric information, and action items to support the Senior Consultant and clients
Mentors Associates, sharing knowledge and helping them build technical and client skills
Delegates task-level work to Associates and reviews it for quality, without formal management authority
Models SRG's standards and Show Up Daily commitment for less-experienced team members
Creates, monitors, and completes tasks in the project management system
Maintains the project management system by accurately updating client information, project progress, and assigned tasks
Maintains and oversees engagement records, including deal documentation and succession planning records, ensuring accuracy and completeness
Ensures project files are organized and accessible for future reference
Continuously assesses project coordination processes and proposes improvements for increased efficiency and effectiveness
Collects and organizes process improvement recommendations and discussion topics for review during strategic team meetings
Contributes to refining the templates, checklists, and resources used across the team
Reviews and analyses deal and market research, such as comparable transactions, data input, and related data at the direction of the team to inform strategy
Builds and applies deep subject-matter expertise across M&A deal structures, valuation, purchase price and terms, and succession and multigenerational transition planning
Stays informed of industry, regulatory, and market updates affecting the team's services
Other research-related tasks, as needed
Structure and organize ambiguous problems and information, and act independently to drive workstreams forward
Lead assigned workstreams and see complex problems through to resolution
Review and build work-product materials, including financial models, valuation and deal analyses, memos, and presentations
Use data, facts, and logical reasoning to make sound recommendations against tight timelines
Communicate effectively and professionally, in writing and verbally, directly with clients and colleagues across all seniority levels
Mentor and guide less-experienced team members
Collaborate across time zones using digital productivity and communication tools (e.g., Microsoft Office, Teams, email, video conferencing)
Manage time effectively to meet all deadlines in a complex and largely autonomous environment
Adapt to dynamic business needs that may change or evolve over time
Give and receive frequent mentoring and targeted feedback to support growth and team effectiveness