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Remote Transaction Advisory Jobs in Wisconsin (NOW HIRING)

Harris

$90K - $110K/yr

Preference for Toronto, Ottawa or Montreal, but open to remote candidates (within North America ... transaction advisory, management consulting, or investment banking. A strong understanding of ...

Berndt CPA

Tax Director/ Partner

Madison, WI · On-site +1

Lead the future of tax and tax advisory services. Join Berndt CPA LLC as a strategic, client ... Consult on tax implications for business transactions, M&A, and structural decisions. * Supervise ...

JLL

Environmental Site Assessor

Milwaukee, WI · On-site +1

$45K - $90K/yr

... advisory and technology for our clients. We are committed to hiring the best, most talented ... Remote + Travel, M-F 8:00 AM to 5:00 PM Travel Requirements: requires domestic travel approximately ...

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Remote Transaction Advisory information

What are the most common challenges faced by professionals in remote transaction advisory roles, and how can they be addressed?

Professionals in remote transaction advisory often face challenges such as coordinating with cross-functional teams across different time zones, ensuring clear communication with clients, and maintaining data security when handling sensitive information. To address these challenges, it's important to leverage secure collaboration tools, establish regular virtual check-ins, and set clear expectations with both clients and team members. Proactively managing communication and staying organized can help maintain productivity and ensure smooth transaction processes, even when working remotely.

What are the key skills and qualifications needed to thrive as a Remote Transaction Advisory professional, and why are they important?

To thrive as a Remote Transaction Advisory professional, you need strong financial analysis, due diligence, and accounting expertise, typically supported by a degree in finance or accounting and relevant certifications such as CPA or CFA. Familiarity with financial modeling tools, ERP systems, and data analysis software like Excel, Tableau, or Power BI is essential. Exceptional communication, time management, and problem-solving skills help you stand out in collaborating with clients and teams virtually. These skills are crucial for delivering accurate, timely, and actionable advice that drives successful transactions in a remote environment.

What is the difference between Remote Transaction Advisory vs Remote Due Diligence Specialist?

AspectRemote Transaction AdvisoryRemote Due Diligence Specialist
CertificationsCPA, CFA, or equivalentCPA, CFA, or equivalent
Work EnvironmentConsulting firms, corporate finance teamsFinancial services, consulting firms
Industry UsageInvestment banking, M&A, corporate financeInvestment analysis, risk assessment
Search IntentAdvisory on transactions, deal supportEvaluating target companies, risk due diligence

Remote Transaction Advisory and Remote Due Diligence Specialist roles share similar credentials and industry settings. However, Transaction Advisory focuses on providing strategic advice during mergers, acquisitions, and financial transactions, while Due Diligence Specialists primarily evaluate target companies' financial health and risks. Both roles are essential in the deal process but serve different functions within the transaction lifecycle.

What is remote transaction advisory?

Remote transaction advisory refers to providing expert advice and support for business transactions, such as mergers, acquisitions, or financial restructuring, from a location outside the client’s office—usually via digital communication tools. Professionals in this field help clients analyze, structure, and execute deals while ensuring compliance with legal and financial regulations. Working remotely allows for greater flexibility and access to a global client base, using technology to facilitate collaboration and document sharing.
What are popular job titles related to Remote Transaction Advisory jobs in Wisconsin? For Remote Transaction Advisory jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Remote Transaction Advisory jobs in Wisconsin look for? The top searched job categories for Remote Transaction Advisory jobs in Wisconsin are:
Remote Transaction Advisory jobs near you
M&A (Analyst / Senior Analyst / Associate)

M&A (Analyst / Senior Analyst / Associate)

Harris

On-site, Remote

$90K - $110K/yr

Full-time

Re-posted 4 days ago

Harris Computer rating

8.5

Company rating: 8.5 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

69th of 209 rated software companies

Job description

Location: Preference for Toronto, Ottawa or Montreal, but open to remote candidates (within North America).

Salary: $90,000 - $110,000/year.


Harris' public safety portfolio is looking for an M&A professional to help support our acquired growth strategy. The position is a true full-stack role, and the successful candidate will have the opportunity to add-value across the entire acquisition lifecycle (researching, meeting with prospects, analyzing & crafting theses, & conducting diligence). This is a great opportunity to join a prolific acquirer and learn from the highly successful acquisition culture of Constellation Software.


We don't believe there is a "one size fits all" profile for this position, but are particularly excited to speak with candidates who have progressive experience in one or a combination of the following functions:
Investment sourcing/origination
Investment Banking, Management Consulting, Corporate Development, Big 4 Accounting / Transaction Services
Growth/GTM (early/growth stage or sponsor-backed)
Chief of Staff/Strategy (early/growth stage or sponsor-backed)

Qualifications and Skills
Experience: direct experience in M&A, transaction advisory, management consulting, or investment banking. A strong understanding of software & VMS is an asset.
Education: bachelor's degree with a strong academic record
Financial literacy and analytical ability: ability to interpret financial statements, build financial models, and perform thorough and thoughtful analysis.
Communication and interpersonal skills: articulate communicator with excellent writing and presentation skills, capable of clearly conveying our investment philosophy and value proposition.
Organizational discipline: strong planning and prioritization; meticulous detail orientation; ability to manage multiple parallel opportunities.
Self starter with integrity: proactive, resourceful and able to work independently; high E.Q.

What Harris Computer employees say

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Benefits

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About Harris Computer Systems

Sourced by ZipRecruiter

Harris Computer Systems, based in Ottawa, ON, CA, is an established player in the field of public sector software technology. Since its inception in 1976, the company has been striving to make clients' operations more efficient through reliable, practical, and flexible software solutions. Its extensive portfolio primarily serves utility, healthcare, public sector, and educational institutions, contributing to the betterment of public services through technology. Harris strongly believes in the value of forward-thinking technology and the power it has to drive progress for the public sector. This methodology is entirely in line with their mission to ensure customer success by providing reliable, practical, and robust software solutions.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Ottawa, ON, CA

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