Senior Associate, Transaction Advisory
Forvis Mazars US, New York, NY, 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 and 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
Master's Degree in Accountancy
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, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
What We Offer Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being—empowering our team to grow and thrive while delivering exceptional service.
Legal Notice Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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.
New York City Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including 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 Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range NY Minimum Salary (USD)
$99,900
NY Maximum Salary (USD)
$166,500
#J-18808-Ljbffr
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 and 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
Master's Degree in Accountancy
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, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
What We Offer Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being—empowering our team to grow and thrive while delivering exceptional service.
Legal Notice Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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.
New York City Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including 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 Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range NY Minimum Salary (USD)
$99,900
NY Maximum Salary (USD)
$166,500
#J-18808-Ljbffr