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Transaction Advisory Associate Jobs in California

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Retirement

  • PTO

... 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 ...

Orbiss

Accountant and Advisory Associate

San Francisco, CA · On-site

$56K - $76K/yr

  • Medical

  • Retirement

  • PTO

... 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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Showing results 41-60

All JobsTransaction Advisory Associate JobsTransaction Advisory Associate Jobs in California

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 Aug 12, 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 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 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 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.

Transaction Advisory Services (TAS) Senior / Supervising Senior Associate

GHJ

Los Angeles, CA • On-site

Full-time

Re-posted 11 days ago

Job description

GHJ is looking for a Transaction Advisory Services (TAS) Senior / Supervising Senior Associate
 
WHY we get up in the morning
At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.
 
WHAT we believe
We believe that collaboration is the foundation for success. We work as a business advocate for our clients - providing personalized service and building long-term relationships to help position our clients for the future.
 
HOW we succeed
We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
 
Summary of Role:
The GHJ Transaction Advisory Services (TAS) team provides a challenging, rewarding and entrepreneurial opportunity for individuals to improve their skill set and career trajectory while advising companies across numerous industries through their transaction process.
Responsibilities
  • Participating in buy-side and sell-side transaction engagements with corporate entities, investment bankers, private equity firms and strategic corporate buyers.
  • Assist in preparing for, and participate in, discussions with company management, and buyer/seller advisors
  • Prepare calculations of EBITDA adjustments, and work with data to prepare financial models, identify trends and stimulate conversation leading to potential earnings adjustments.
  • Work with and oversee offshore team to provide guidance on analyses required, how to interpret client data, and to navigate roadblocks encountered
  • Assist in preparing recasted financial statements including earnings and working capital to present the company's adjusted operating performance and needs
  • Prepare operating and financial metrics including graphs, charts for discussion highlighting trends, areas of concern, etc
  • Identify and conduct appropriate validation procedures around key financial statement items
  • Documents work completed by preparing write ups and easily to follow methodology, taking into account possible alternatives and specific client circumstances
  • Assists in proofing financial statements and other documents if appropriate.
  • Prepares and indexes client files, and internal working papers
  • Build relationships with, and speaks to, client personnel to obtain an understanding of their business operations, processes and functions.
  • Applies knowledge of the client's industry when reviewing information, including preparing for clients discussions and focusing on specific areas for diligence.
Qualifications
  • Bachelor's level education required.
  • Direct Transaction Advisory experience strongly preferred
  • Strong accounting and diligence knowledge.
  • Exceptional analytical and communication (written and oral) skills required.
  • CPA preferred but not required.
  • Very strong proficiency in Excel and PowerPoint, including experience working with and reconciling financial data such as monthly financial statements, trial balances, and experience with pivot tables, lookup formulas, index/match formulas, etc. and professional writing related to companies operations, performance drivers and trends
  • Demonstrates up-to-date knowledge of technical principles, theory and practice, and an ability to apply these appropriately in the context of a transaction and specifically Quality of Earnings projects.
  • Has foundational knowledge of the client's industry, and can incorporate such knowledge when scoping and completing assignments, including working with Managers to develop agendas and areas of focus.
  • Identifies and resolves a wide variety of technical problems, by distilling the data, considering client specifics and applying reasonable and best practices to reach conclusions.
  • Demonstrates ability to apply learnings from one transaction to the next, implementing new skills and techniques
  • Plans and presents well-organized work product.
  • Delivers high quality work under pressure.
  • Seeks to improve skills through self-development
  • Acts as a team player with peers as well as engagement teams or department.
  • Seeks to improve skills through self-development.
Seven decades, overriding focus: our people and our clients.
GHJ was founded in 1953, making us one of the oldest independent firms in the Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal's Book of Lists, the firm has 24 partners and approximately 200 staff members that serve over 3,000 clients. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining strong relationships are the cornerstones of our success.
 
We are also an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. This affiliation gives us access to the subject matter experts of other member firms and provides consulting and professional services in over 158 countries through its nearly 800 offices worldwide.
 
GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: $100,000 - $120,000.
 
Equal Employment Opportunity
GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers.
 
#LI-JN1
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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