Transaction Advisory Senior Associate Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: The Transaction Advisory Senior Associate position in Charlotte, NC offers a full-time hybrid role with a salary range of $90,000 - $110,000 /yr. Responsibilities include conducting financial analysis, preparing models, and collaborating with clients to provide tailored advisory solutions. Applicants must have a Bachelor's degree in Finance or Accounting, CPA certification, and 3-5 years of experience in transaction advisory or related fields. Victoria Patel is recruiting for this position.
Job Description
Transaction Advisory Senior Associate
Charlotte, NC
Full-TimeHybrid$90,000 – $110,000 /yr
Posted May 06, 2025 Transaction Advisory – Senior Associate Position Overview
We are seeking a skilled Senior Associate for our Transaction Advisory team. The ideal candidate will play a critical role in providing strategic insights and financial analysis to support clients in their transaction decisions, ensuring optimal outcomes in mergers, acquisitions, and other financial transactions. Key Responsibilities
Conduct detailed financial analysis and due diligence for clients involved in transactions.
Prepare financial models and valuation analyses to assess target companies.
Collaborate with clients to understand their needs and develop tailored advisory solutions.
Assist in the preparation of client presentations and reports summarizing findings and recommendations.
Support senior management in the execution of transactions and provide insights on market trends.
Qualifications
Bachelor’s degree in Finance, Accounting, or a related field.
CPA certification is required.
3-5 years of experience in transaction advisory, financial consulting, or related areas.
Strong analytical skills with the ability to interpret complex financial data.
Excellent communication and presentation skills. Benefits Vacation/PTO
200 hours PTO Medical
100% of medical covered for employee – benefits provided by Blue Cross Blue Shield Dental Vision 401k
3% of your total compensation. Discretionary “profit share” equal 2% as well Bonus $1,200 HSA Company Contribution
$1,200 HSA Company Contribution For this position you must be currently authorized to work in the United States. We do not sponsor for this position. Preferred Skills
Transaction AdvisorySenior AssociateCPA
Victoria Patel is recruiting for this position
Job ID:
VP5-1851817
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