Transaction Advisory Services | Senior Associate

Requisition Number2233437 Description & Requirements

Our dedicated transaction advisory professionals have completed due diligence engagements on billions of dollars in transactions across a wide range of industries.

That means we can help identify the opportunities and challenges you could encounter in your transaction and provide meaningful insights.

Whether you're a private equity group or a corporation, our due diligence can help you better execute the deal.

At Forvis Mazars, our Transaction Service Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated.

We focus on training and developing our teams to help them reach their full potential. If you're an experienced diligence professional and motivated team builder who thrives in a fast-paced environment, we would love to talk to you!

In this position, you will explore new frontiers, use your positive and engaging communication style to influence and motivate team members and build strong relationships within the organization and with clients.

Further, you will have meaningful guidance from firm leadership for staffing and business development in addition to the ability to perform due diligence while living inside or outside of traditional major markets.

The Transaction Services leadership team takes pride in creating and maintaining an encouraging and respectful environment for our team members.

Apply if you're interested in learning how we can guide your professional and personal goals.

How you will contribute :

• Performing buy-side and sell-side financial due diligence for private equity groups and corporate clients
• Analyzing financial and operational results of target companies and preparing the quality of earnings reports
• Evaluating financial information, identifying diligence issues / opportunities, and recommending post-acquisition actions
• Researching and analyzing industry standards, trends, and target companies
• Working closely with client executives, investment bankers, private equity investors, attorneys, or other stakeholders
• Will have the hybrid flexibility to work with our private equity advisory process improvement team if desired

We are looking for people who have Forward Vision and :

• Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
• Recent experience with current audit and accounting concepts
• Excellent written and verbal communication skills
• Strong time management skills
• Proficiency with Microsoft Office, primarily Excel
• Willingness and ability to travel

Minimum Qualifications :

• Bachelor's degree in Accounting from an accredited college / university or CPA eligible; licensed CPA is preferred
• A minimum of three (3) years of experience in audit or transaction advisory from a large public accounting or consulting firm, preferably with one (1) year of transaction advisory financial due diligence experience

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New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets.

The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave.

FORVIS reserves the right to make changes to the salary range based on business needs.

New York Salary Range :

NY Minimum Salary (USD)

$ 75,300

NY Maximum Salary (USD)

$ 115,900

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural.

We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.

Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity / affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and / or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.

Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.