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Transaction Advisor Jobs (NOW HIRING)

Better Talent

Transaction Coordinator

Ormond Beach, FL · On-site

$50K - $65K/yr

We don't just have advisors-we have a family of high-performing entrepreneurs who trust us to help ... You'd be responsible for overseeing transactions from start to finish to ensure offers and ...

Better Talent

Transaction Coordinator

Ormond Beach, FL · Hybrid

$50K - $65K/yr

We don't just have advisors--we have a family of high-performing entrepreneurs who trust us to help ... You'd be responsible for overseeing transactions from start to finish to ensure offers and ...

RXR

Tax Director

New York, NY · On-site

$290K - $310K/yr

Transaction & Advisor Management * Coordinate and oversee external advisors responsible for transaction structuring, tax analyses, and due diligence. * Coordinate internal and external stakeholders ...

RXR

Tax Director (New York)

Manhattan, NY · On-site

$290K - $310K/yr

Transaction & Advisor Management * Coordinate and oversee external advisors responsible for transaction structuring, tax analyses, and due diligence. * Coordinate internal and external stakeholders ...

Long & Foster

Transaction Coordinator

West Chester, PA · On-site

Transaction Coordinator The Transaction Coordinator assists agents with coordinating all required ... Communicate with the Title Company throughout, advising them of any issues and responding promptly ...

Mickelson & Company, LLC

Cultivate relationships with investors, project developers, advisors, lawyers, and other stakeholders to support transactions and advance company objectives * Contribute to overall company strategy ...

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Transaction Advisor information

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How much do transaction advisor jobs pay per year?

As of Sep 10, 2026, the average yearly pay for transaction advisor in the United States is $76,977.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $96,000.00 per year, depending on experience, location, and employer.

What is a transaction advisor?

Transaction Advisors are professionals who provide expert guidance and support during complex business transactions, such as mergers, acquisitions, divestitures, or financing deals. They help clients navigate the financial, legal, and strategic aspects of a transaction to ensure successful outcomes. Their responsibilities often include due diligence, valuation analysis, negotiation support, and risk assessment. Transaction Advisors work closely with clients to identify opportunities, mitigate risks, and maximize value throughout the transaction process.

How does a transaction advisor typically collaborate with legal, financial, and operational teams during a deal process?

Transaction Advisors play a central role in facilitating communication among legal, financial, and operational teams throughout a deal. They coordinate due diligence activities, ensuring all stakeholders are aligned on timelines, deliverables, and compliance requirements. By acting as the primary point of contact, Transaction Advisors help identify potential issues early, propose solutions, and support negotiations to achieve a successful transaction outcome. This collaborative approach not only streamlines the process but also builds mutual understanding across different departments.

What are the key skills and qualifications needed to thrive as a transaction advisor, and why are they important?

To thrive as a Transaction Advisor, you need strong analytical skills, financial acumen, and experience with deal structuring, typically supported by a degree in finance, business, or law. Familiarity with financial modeling software, due diligence tools, and relevant certifications like CFA or CPA are often required. Excellent negotiation, communication, and project management skills help you build client trust and manage complex transactions effectively. These competencies are crucial for ensuring successful deal execution and delivering value to clients in competitive markets.

What is the difference between Transaction Advisor vs Financial Analyst?

AspectTransaction AdvisorFinancial Analyst
Required CredentialsTypically CPA, CFA, or relevant certificationsOften CFA, CPA, or finance degrees
Work EnvironmentAdvisory firms, corporate M&A teams, consultingCorporations, investment banks, finance departments
Employer & Industry UsageUsed in M&A, restructuring, due diligenceUsed in investment analysis, budgeting, forecasting
Common Search & Comparison IntentUnderstanding advisory roles in transactionsAnalyzing financial data for decision-making

While both roles require strong financial skills and certifications, a Transaction Advisor primarily focuses on guiding clients through mergers, acquisitions, and restructuring processes. In contrast, a Financial Analyst concentrates on analyzing financial data to support investment decisions and corporate planning. The roles often overlap in skills but differ in scope and industry focus.

Who are the top companies hiring for Transaction Advisor jobs?

The top employers for Transaction Advisor jobs are:

What are popular job titles related to Transaction Advisor jobs?

For Transaction Advisor jobs, the most frequently searched job titles are:

Transaction Advisor jobs near you

Director, Transaction Advisory - 2236685

Houston, TX • On-site

Forvis Mazars
Accounting Services
Learn more about Forvis Mazarsexternal

Full-time

Re-posted 6 days ago

Forvis Mazars rating

8.1

Company rating: 8.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

Job description

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.
At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek variety, we would love to talk to you!
The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.
What You Will Do:
  • Strategically lead and oversee complex buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients, ensuring alignment with broader investment strategies and value creation goals.
  • Drive the development of high-impact Quality of Earnings analyses by synthesizing complex financial and operational data, delivering actionable insights that influence investment decisions.
  • Identify and assess critical diligence risks and strategic opportunities, providing executive-level recommendations that inform deal structuring, integration planning, and long-term performance optimization.
  • Lead market and industry intelligence initiatives, leveraging competitive benchmarking and trend analysis to contextualize target performance and support strategic positioning in dynamic market environments.
  • Serve as a trusted advisor to C-suite executives, private equity partners, investment bankers, and legal counsel, facilitating cross-functional collaboration and ensuring seamless execution across all phases of the deal lifecycle
  • Build and scale high-performing teams, providing visionary leadership, mentorship, and professional development to staff at all levels, while fostering a culture of excellence, accountability, and continuous improvement.

Minimum Qualifications:
  • Bachelor's Degree in Accounting, Finance, or a related field
  • Nine (9) plus years of relevant work experience with a minimum of five (5) years working in transaction advisory services performing financial due diligence at a large public accounting or consulting firm
  • Extensive analytical and project management skills, including the ability to meet deadlines in a fast-paced environment
  • Excellent written and verbal communication skills
  • Ability to develop relationships with both team members and external clients
  • Proficiency with Microsoft Office, primarily Excel and PowerPoint

Preferred Qualifications:
  • Current and valid CPA (Certified Public Accountant) license

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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.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
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. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
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.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

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