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General information

Name
Senior Associate, Transaction Advisory
Posting Title
Senior Associate, Transaction Advisory
Ref #
2236109
Date Published
Tuesday, November 25, 2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Transaction Advisory
Advertised Location
US-NC-Charlotte, US-NC-Charlotte
Working time
Full Time

Description & Requirements

The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring—ensuring clients are well-informed and positioned for successful outcomes.

What You Will Do: 
  • 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, identifying diligence issues/opportunities, and recommending post-acquisition actions
  • Research and analyze industry standards, trends, and target companies
  • Work closely with client executives, investment bankers, private equity investors, attorneys, or other stakeholders

Minimum Qualifications: 
  • Bachelor’s Degree in Accountancy, Finance, or a related field
  • Minimum  of two (2) years of relevant work experience in audit or transaction services from a large public accounting or consulting firm

Preferred Qualifications: 
  • Three (3) years of relevant work experience in audit or transaction services from a large public accounting or consulting firm
  • Current and valid CPA (Certified Public Accountant) license
  • Masters Degree in Accountancy 


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