Transaction Advisory Senior

UHY•New York, NY

22h

About The Position

As a Transaction Services Senior on the Transaction Advisory Services (TAS) team, you will lead financial due diligence (FDD) and M&A advisory engagements. You will work with private equity firms, corporate clients, and investment banks to provide data-driven insights that support strategic decision-making. The role includes leading buy-side and sell-side due diligence, assessing transaction risks, developing and reviewing financial analyses, preparing client reports, supporting deal structuring and post-transaction integration planning, and mentoring junior staff. The position is conducted in a professional office environment with minimal distractions. Travel may be frequent and unpredictable depending on client needs. The role requires prolonged periods of sitting and working at a computer, as well as the ability to lift up to 15 pounds. This description is not a comprehensive listing of duties; responsibilities and activities may change at any time. For New York locations, the stated good-faith salary range is $93,000 to $130,000, with compensation based on factors including knowledge, job-specific skills, experience, licensure, and certifications.

Requirements

Bachelor’s degree in accounting and/or finance with strong academic performance.
2–3 years of audit, corporate finance, or transaction advisory services experience.

Nice To Haves

Certified Public Accountant (CPA) designation preferred.

Responsibilities

Lead buy-side and sell-side due diligence for mergers, acquisitions, and divestitures.
Analyze financial statements, revenue trends, and operational performance to assess transaction risks.
Identify deal risks, financial adjustments, quality-of-earnings insights, working-capital adjustments, and key financial drivers.
Develop and review financial models, projections, and valuation analyses.
Prepare reports and presentations summarizing findings for clients and senior executives.
Work with executives, investment teams, and cross-functional stakeholders to structure deals.
Assist with post-transaction integration planning and financial structuring.
Mentor and develop junior staff by providing technical guidance and training.