Senior Associate, Transaction Advisory

Forvis Mazars•Chicago, IL

6h•$91,600 - $152,600

About The Position

The Transaction Advisory team provides tailored due diligence services to private equity groups and corporate clients navigating business acquisitions and sales. Its work includes buy-side and sell-side due diligence, tax due diligence, and transaction structuring to help clients assess risks and opportunities and make informed decisions. The Senior Associate performs financial due diligence, analyzes target companies’ financial and operational results, and prepares quality of earnings reports. The role also involves researching industry standards and trends, identifying diligence issues and opportunities, recommending post-acquisition actions, and working with client executives and other transaction stakeholders.

Requirements

Bachelor’s degree in Accountancy, Finance, or a related field.
At least two years of relevant audit or transaction services experience at a large public accounting or consulting firm.

Nice To Haves

Three years of relevant audit or transaction services experience at a large public accounting or consulting firm.
Current and valid Certified Public Accountant (CPA) license.
Master’s degree in Accountancy.

Responsibilities

Perform buy-side and sell-side financial due diligence for private equity groups and corporate clients.
Analyze financial and operational results of target companies and prepare quality of earnings reports.
Evaluate financial information, identify diligence issues and opportunities, and recommend post-acquisition actions.
Research and analyze industry standards, trends, and target companies.
Work closely with client executives, investment bankers, private equity investors, attorneys, and other stakeholders.