Forvis Mazars, LLP
Senior Associate, Transaction Advisory
Forvis Mazars, LLP, Granite Heights, Wisconsin, United States
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 Accounting, Finance, or a related field
2+ years of relevant work experience in audit or transaction services from a large public accounting or consulting firm
Preferred Qualifications
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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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 Accounting, Finance, or a related field
2+ years of relevant work experience in audit or transaction services from a large public accounting or consulting firm
Preferred Qualifications
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
#J-18808-Ljbffr