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 ...
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 ...
Minimum 3 years of experience in corporate development, M&A, transaction advisory, investment banking, or a related role. * Strong financial analysis and modeling skills, including EBITDA analysis ...
Minimum 3 years of experience in corporate development, M&A, transaction advisory, investment banking, or a related role. * Strong financial analysis and modeling skills, including EBITDA analysis ...
Senior Tax Manager
California, MO · On-site
$150 - $230/hr
Coach and mentor managers and senior associates through goal‑setting, feedback, and performance ... transaction advisory * Advanced proficiency in tax compliance software and research tools; able to ...
Senior Tax Manager
California, MO · On-site
$150 - $230/hr
Coach and mentor managers and senior associates through goal‑setting, feedback, and performance ... transaction advisory * Advanced proficiency in tax compliance software and research tools; able to ...
Build trusted, collaborative relationships with our custodian's operations teams to execute cashiering, deposits, journaling, withdrawals, and other transactions properly and accurately. * Function ...
Build trusted, collaborative relationships with our custodian's operations teams to execute cashiering, deposits, journaling, withdrawals, and other transactions properly and accurately. * Function ...
Build trusted, collaborative relationships with our custodian's operations teams to execute cashiering, deposits, journaling, withdrawals, and other transactions properly and accurately. * Function ...
Build trusted, collaborative relationships with our custodian's operations teams to execute cashiering, deposits, journaling, withdrawals, and other transactions properly and accurately. * Function ...
Wells Fargo is seeking a Securities Operations Associate as part of the Advisory and Mutual Fund ... The Associate will be responsible for reviewing large mutual fund transactions, resolving low to ...
Wells Fargo is seeking a Securities Operations Associate as part of the Advisory and Mutual Fund ... The Associate will be responsible for reviewing large mutual fund transactions, resolving low to ...
Retail Sales Associate Vapor World - Rolla, MO 65401 Job Overview We are seeking a reliable ... Process transactions accurately using the POS system * Maintain a clean, organized, and stocked ...
Retail Sales Associate Vapor World - Rolla, MO 65401 Job Overview We are seeking a reliable ... Process transactions accurately using the POS system * Maintain a clean, organized, and stocked ...
Investment Banking Associate - Industrials
California, MO · On-site
$120 - $180/hr
Minimum of two years of sellside M&A advisory and investment banking experience with record of completed transactions from pitch to close, preferably including experience in Industrials or Services
Investment Banking Associate - Industrials
California, MO · On-site
$120 - $180/hr
Minimum of two years of sellside M&A advisory and investment banking experience with record of completed transactions from pitch to close, preferably including experience in Industrials or Services
Provide knowledgeable guidance and direction to associates in the development of intricate ... advisory and distressed sale transactions; and/or insolvencies, exit strategies, managed ...
Provide knowledgeable guidance and direction to associates in the development of intricate ... advisory and distressed sale transactions; and/or insolvencies, exit strategies, managed ...
Accounting Services Associate - CH Accountants
Joplin, MO · On-site
$20 - $22.50/hr
Perform day-to-day bookkeeping, including transaction entry and general ledger maintenance in ... and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of ...
Accounting Services Associate - CH Accountants
Joplin, MO · On-site
$20 - $22.50/hr
Perform day-to-day bookkeeping, including transaction entry and general ledger maintenance in ... and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of ...
Accounting Services Associate - CH Accountants
$20 - $22.50/hr
Perform day-to-day bookkeeping, including transaction entry and general ledger maintenance in ... and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of ...
Accounting Services Associate - CH Accountants
$20 - $22.50/hr
Perform day-to-day bookkeeping, including transaction entry and general ledger maintenance in ... and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of ...
Client Service Associate
$14.25 - $19.50/hr
Process transactions accurately and ensure compliance with firm policies and regulatory ... advisory firms is a plus. * Strong verbal and written communication skills. * Proficiency in ...
Client Service Associate
$14.25 - $19.50/hr
Process transactions accurately and ensure compliance with firm policies and regulatory ... advisory firms is a plus. * Strong verbal and written communication skills. * Proficiency in ...
As a Retail Sales Associate, you will play a key role in providing exceptional service to our ... Process sales transactions accurately using the point-of-sale system. * Maintain a clean, organized ...
As a Retail Sales Associate, you will play a key role in providing exceptional service to our ... Process sales transactions accurately using the point-of-sale system. * Maintain a clean, organized ...
... transaction-level reviews * Conduct multistate tax research to support filing positions, audit ... Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides ...
... transaction-level reviews * Conduct multistate tax research to support filing positions, audit ... Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides ...
Associate General Counsel
Kansas City, MO · On-site
Commodity transactions, supply chain, logistics, and transportation (rail, truck, barge ... Advisory * Provide guidance on industry-specific regulatory frameworks * Support compliance ...
Associate General Counsel
Kansas City, MO · On-site
Commodity transactions, supply chain, logistics, and transportation (rail, truck, barge ... Advisory * Provide guidance on industry-specific regulatory frameworks * Support compliance ...
Perform centralized supervisory functions such as insurance transaction review, complex product ... Perform trade and account reviews for brokerage and Advisory accounts; deposits and disbursements ...
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Perform centralized supervisory functions such as insurance transaction review, complex product ... Perform trade and account reviews for brokerage and Advisory accounts; deposits and disbursements ...
Client Service Associate
Kansas City, MO · On-site
$14.25 - $19.50/hr
Process transactions accurately and ensure compliance with firm policies and regulatory ... advisory firms is a plus. * Strong verbal and written communication skills. * Proficiency in ...
Client Service Associate
Kansas City, MO · On-site
$14.25 - $19.50/hr
Process transactions accurately and ensure compliance with firm policies and regulatory ... advisory firms is a plus. * Strong verbal and written communication skills. * Proficiency in ...
Work as an employee of an independent advisor franchisee with a financial advisory practice of ... Conduct transactions on behalf of clients ≥15% Business Management & Client Care * Business ...
Work as an employee of an independent advisor franchisee with a financial advisory practice of ... Conduct transactions on behalf of clients ≥15% Business Management & Client Care * Business ...
Work as an employee of an independent advisor franchisee with a financial advisory practice of ... Conduct transactions on behalf of clients 15% Business Management & Client Care * Business ...
Work as an employee of an independent advisor franchisee with a financial advisory practice of ... Conduct transactions on behalf of clients 15% Business Management & Client Care * Business ...
This team supports the Personalized UMA (Unified Managed Accounts) Multi-Sleeve Advisory Program ... transaction requests * Maintain strong focus on controls, risk mitigation, and compliance ...
This team supports the Personalized UMA (Unified Managed Accounts) Multi-Sleeve Advisory Program ... transaction requests * Maintain strong focus on controls, risk mitigation, and compliance ...
Transaction Advisory Associate information
See Missouri salary details
$70.3K - $83.3K
5% of jobs
$83.3K - $96.2K
6% of jobs
$96.2K - $109.1K
7% of jobs
$113.3K is the 25th percentile. Wages below this are outliers.
$109.1K - $122K
18% of jobs
$122K - $134.9K
11% of jobs
The median wage is $137.8K / yr.
$134.9K - $147.9K
10% of jobs
$147.9K - $160.8K
15% of jobs
$163.7K is the 75th percentile. Wages above this are outliers.
$160.8K - $173.7K
12% of jobs
$173.7K - $186.6K
4% of jobs
$186.6K - $199.5K
3% of jobs
$199.5K - $212.5K
9% of jobs
$70.3K
$142.9K
$212.5K
How much do transaction advisory associate jobs pay per year?
What does an advisory associate do?
What are Transaction Advisory Associates?
How much do transaction advisory associates make?
What is the difference between Transaction Advisory Associate vs Financial Analyst?
| Aspect | Transaction Advisory Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, CPA or CFA often preferred | Bachelor's degree in finance, accounting, or related field; CFA beneficial |
| Work Environment | Consulting firms, investment banks, or corporate finance teams | Corporations, investment firms, or financial services companies |
| Employer & Industry Usage | Used in M&A, due diligence, and transaction support | Used in budgeting, forecasting, and financial analysis |
| Comparison Intent | Focuses on transaction support and deal processes | Focuses 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 does a transaction advisory associate do?
What is a transaction associate job description?
What types of projects can a Transaction Advisory Associate expect to work on, and how do they typically contribute to client engagements?
What are the key skills and qualifications needed to thrive as a Transaction Advisory Associate, and why are they important?

Full-time
Posted 20 days ago
Forvis Mazars rating
8.1
Based on 30 frontline employees who took The Breakroom Quiz
11th of 22 rated bookkeepers and accountants
Job description
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:
- Perform buy-side and sell-side financial due diligence for private equity groups and corporate clients
- Analyze financial and operational results of target companies and prepare quality of earnings reports
- Evaluate financial information, identifying diligence issues/opportunities, and recommending post-acquisition actions
- Research and analyze industry standards, trends, and target companies
- Work closely with client executives, investment bankers, private equity investors, attorneys, or other stakeholders
Minimum Qualifications:
- Bachelor's Degree in Accountancy, Finance, or a related field
- 2+ years of relevant work experience in audit or transaction services from a large public accounting or consulting firm
Preferred Qualifications:
- Current and valid CPA (Certified Public Accountant) license
- Masters Degree in Accountancy
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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.
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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.
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