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Cherry Bekaert

Deal Advisory Senior Associate

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$106,908 / year median in Virginia

+2% projected growth

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Job Description

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (https://www.cbh.com/about/awards-and-recognition/) ,
  • Cherry Bekaert
  • delivers innovative advisory, assurance and tax services to our clients.
At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. To support the continued growth of our Deal Advisory (https://www.cbh.com/services/advisory/transaction-advisory-services/deal-advisory/) practice, an opportunity has been created for a
  • Senior Associate
  • to join our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource.
Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2025, our team advised on ~650+ deals with an aggregate transaction value exceeding $25B. Our ideal candidate has demonstrated experience performing detailed analysis beyond an organization's typical financial metrics to normalize revenue and expenses and quantify potential exposure to risk or exposure drawn through a rotation program embedded within a dedicated diligence team. If you're ready to join our team of seasoned, expert, nationally acclaimed and knowledgeable professionals - we're ready to hear from you!
  • As a Senior Associate, you will:
  • + Perform buy-side and sell-side accounting and financial due diligence engagements + Develop relationships with clients and engage in effective interactions with target company executives + Perform quality of earnings and working capital analyses + Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price + Identify and evaluate financial and operational trends of target companies + Communicate effectively, both verbal and written, our due diligence findings •What you bring to the role:•+ Bachelor's Degree in Accounting (preferred), Finance or related business discipline + 2+ years within a professional services discipline, with some level of Financial Due Diligence preferred and a foundation in audit, financial reporting, or accounting advisory responsibilities (Big 4, National or large Regional CPA firm experience preferred) + Advanced Degree or relevant professional certification such as CPA or CFA preferred + Strong GAAP, data analysis/mining and critical thinking skills + Positive Attitude, Strong work ethic + Experience working with Private Equity groups preferred + Willingness to travel as needed (expected