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Transaction Advisory Associate Jobs in California

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Position Summary The Client Advisory Associate supports Client Advisors with account management and ... Monitor transactions for completion and accuracy. * Coordinate investment transactions with the ...

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Position Summary The Client Advisory Associate supports Client Advisors with account management and ... Monitor transactions for completion and accuracy. * Coordinate investment transactions with the ...

Orbiss

Accountant and Advisory Associate

San Francisco, CA · On-site

$56K - $76K/yr

... and M&A transaction needs. The Orbiss team's vision is modernity. This vision is implemented ... As an Associate Accountant, you will be responsible for: * Daily accounting missions * Entering AP ...

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Transaction Advisory Associate information

See California salary details

$74K

$150.3K

$223.5K

How much do transaction advisory associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for transaction advisory associate in California is $150,341.00, according to ZipRecruiter salary data. Most workers in this role earn between $119,400.00 and $174,700.00 per year, depending on experience, location, and employer.

What is a transaction advisory associate?

Transaction Advisory Associates are professionals who assist clients in evaluating and executing business transactions, such as mergers, acquisitions, and divestitures. They conduct financial due diligence, analyze financial statements, assess risks and opportunities, and provide recommendations to help clients make informed decisions. These associates work closely with senior advisors and clients to ensure the transaction process is smooth and value is maximized. Their work is critical in identifying potential issues and ensuring the financial health of a transaction.

What types of projects does a transaction advisory associate work on, and how do they contribute to client engagements?

As a Transaction Advisory Associate, you can expect to be involved in projects such as financial due diligence for mergers and acquisitions, valuation analysis, and assisting clients with buy-side and sell-side transactions. Your role often includes analyzing financial statements, identifying key risks and opportunities, and preparing detailed reports for clients. You'll work closely with senior team members, clients, and other advisors (such as legal or tax professionals) to ensure all aspects of a transaction are thoroughly evaluated. This collaborative environment provides valuable exposure to complex deals and is an excellent foundation for career advancement within advisory or corporate finance.

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

To thrive as a Transaction Advisory Associate, you need strong analytical skills, a solid understanding of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling, Excel, data analytics tools, and often a CPA or CFA certification are highly valued. Excellent communication, attention to detail, and the ability to work well under pressure are essential soft skills. These competencies ensure accurate due diligence, effective client communication, and successful deal execution in high-stakes transaction environments.

What is the difference between Transaction Advisory Associate vs Financial Analyst?

AspectTransaction Advisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, CPA or CFA often preferredBachelor's degree in finance, accounting, or related field; CFA beneficial
Work EnvironmentConsulting firms, investment banks, or corporate finance teamsCorporations, investment firms, or financial services companies
Employer & Industry UsageUsed in M&A, due diligence, and transaction supportUsed in budgeting, forecasting, and financial analysis
Comparison IntentFocuses on transaction support and deal processesFocuses on financial data analysis and reporting

The Transaction Advisory Associate primarily supports mergers, acquisitions, and transaction processes, often working in consulting or investment banking environments. In contrast, a Financial Analyst concentrates on analyzing financial data, preparing reports, and supporting strategic decision-making within companies. While both roles require strong financial skills and similar credentials, their core functions and work settings differ significantly.

What are the most commonly searched types of Transaction Advisory jobs in California?

The most popular types of Transaction Advisory jobs in California are:

What are popular job titles related to Transaction Advisory Associate jobs in California?

For Transaction Advisory Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Transaction Advisory Associate jobs in California look for?

The top searched job categories for Transaction Advisory Associate jobs in California are:

What cities in California are hiring for Transaction Advisory Associate jobs?

Cities in California with the most Transaction Advisory Associate job openings:

Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $150,341 per year, or $72.3 per hour.

Senior Associate, Transaction Advisory Services

Kroll

Los Angeles, CA • On-site

$70K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Kroll rating

7.4

Company rating: 7.4 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description


Kroll's Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing.
Day-to-day responsibilities:
  • Examining historical trends and discussing significant fluctuations and non-recurring items between periods
  • Assisting in identifying issues for purchase price reductions, deal restructuring, or deal termination
  • Identifying post-acquisition steps to achieve anticipated earnings/cash flow improvements
  • Assisting clients in identifying pre and post-acquisition transaction issues
  • Identifying new business opportunities and developing long-term business relationships
  • Managing and contributing to complex areas of the report-writing process

Essential traits:
  • Minimum of 2 years related accounting or finance work experience
  • Bachelor's in Accounting, Finance or other relevant discipline, or an MBA
  • Public accounting experience
  • Financial Due Diligence for private equity and strategic buyers
  • CPA is strongly preferred
  • Demonstrated superior analytical and problem-solving skills
  • Demonstrated interpersonal and client relationships skills
  • Proven written and verbal communication skills
  • Demonstrated proficiency in Microsoft Office, with focus on Word and Excel
  • Flexibility to travel, as needed
  • Excellent written and verbal communication skills that help represent diverse communities
  • Experience working with diverse teams

Your recruiter will be happy to walk you through your U.S.-specific benefits, which include:
  • Healthcare Coverage: Comprehensive medical, dental, and vision plans.
  • Time Off and Leave Policies: Generous paid time off (PTO), paid company holidays, generous parental and family leave.
  • Protective Insurances: Life insurance, short- and long-term disability coverage, and accident protection.
  • Compensation and Rewards: Competitive salary structures, performance-based incentives, and merit-based compensation reviews.
  • Retirement Plans: 401(k) plans with company matching.

Please note that benefits may vary by region, department and role. We encourage you to speak with your recruiter to learn more about the specific benefits available for your position.
About Kroll
Join the global leader in risk and financial advisory solutions-Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients' value? Your journey begins with Kroll.
In order to be considered for a position, you must formally apply via careers.kroll.com.
We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability.
The current salary range for this position is $70,000 to $150,000
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