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Transaction Advisory Associate Jobs in Oregon (NOW HIRING)

KBF ADVISORY LLC

Manager, Emerging Growth

Lake Oswego, OR · On-site

$125K - $165K/yr

... transaction advisory services * Provide proactive tax planning and advisory services to venture ... Mentor and develop associates and senior staff, supporting team growth and engagement * Assist with ...

A-LIGN External

OR · On-site

About the Role The M&A Corporate Development Associate works to execute corporate development and ... in investment banking, private equity, transaction advisory, or corporate development

Sorren, Inc.

Tax Senior Manager

Medford, OR · On-site

... senior associates through goal-setting, feedback, and performance reviews, with a focus on ... transaction advisory Advanced proficiency in tax compliance software and research tools; able to ...

Sorren, Inc.

Tax Senior Manager

Bend, OR

... senior associates through goal-setting, feedback, and performance reviews, with a focus on ... transaction advisory Advanced proficiency in tax compliance software and research tools; able to ...

NC SECU

Serve members by processing transactions in the appropriate system and balancing a cash drawer in ... Begin obtaining basic knowledge of Financial Advisory and Real Estate products and services offered ...

Wells Fargo

Associate Financial Advisor

Eugene, OR

... Advisory - Private Client function * Review basic or tactical client goals and risk tolerance ... transaction. Individuals in a LO position also must meet the Loan Originator requirements under ...

REDW LLC

CAAS Specialist

Salem, OR · On-site

$24.03 - $30.57/hr

At REDW, one of the nation's largest and fastest-growing accounting and advisory firms, we're ... Identify and resolve missing or inaccurate transactions within the G/L * Maintain organized ...

Bank of America

Relationship Banker

Bend, OR

$19.50 - $25.50/hr

Key responsibilities include accurately and efficiently processing cash transactions for clients as ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

Bend, OR

$19.50 - $25.50/hr

Key responsibilities include accurately and efficiently processing cash transactions for clients as ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

BofA Securities

Relationship Banker

Bend, OR · On-site

$19.50 - $25.50/hr

Key responsibilities include accurately and efficiently processing cash transactions for clients as ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

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All JobsTransaction Advisory Associate JobsTransaction Advisory Associate Jobs in Oregon

Transaction Advisory Associate information

See Oregon salary details

$79.3K

$161.1K

$239.5K

How much do transaction advisory associate jobs pay per year?

As of Jul 24, 2026, the average yearly pay for transaction advisory associate in Oregon is $161,062.00, according to ZipRecruiter salary data. Most workers in this role earn between $127,900.00 and $187,100.00 per year, depending on experience, location, and employer.

What does an advisory associate do?

A transaction advisory associate assists clients with mergers, acquisitions, and financial transactions by conducting due diligence, financial analysis, and valuation. They prepare reports, support deal negotiations, and use tools like Excel and financial modeling to evaluate transaction viability and risks.

What are Transaction Advisory Associates?

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.

How much do transaction advisory associates make?

Transaction advisory associates typically earn between $60,000 and $100,000 annually, depending on experience, location, and firm size. Entry-level associates often start at lower salaries, while those with more experience or working in major financial hubs can earn higher compensation, often supplemented with bonuses and benefits.

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 does a transaction advisory associate do?

A transaction advisory associate assists clients with mergers, acquisitions, and other financial transactions by conducting due diligence, financial analysis, valuation, and risk assessment. They support deal processes by preparing reports, financial models, and coordinating with stakeholders to ensure smooth transaction execution.

What is a transaction associate job description?

A transaction associate supports mergers, acquisitions, and other financial deals by conducting due diligence, financial analysis, and preparing documentation. They often work with senior team members, utilize financial modeling tools, and require strong analytical and communication skills to facilitate smooth transaction processes.

What types of projects can a Transaction Advisory Associate expect to work on, and how do they typically 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 job categories do people searching Transaction Advisory Associate jobs in Oregon look for? The top searched job categories for Transaction Advisory Associate jobs in Oregon are:
What cities in Oregon are hiring for Transaction Advisory Associate jobs? Cities in Oregon with the most Transaction Advisory Associate job openings:
Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Oregon as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $161,062 per year, or $77.4 per hour.

Senior Associate, Advisory Services

KBF ADVISORY LLC

Lake Oswego, OR • On-site

$105K - $125K/yr

Full-time

Medical, Dental, Retirement

Posted yesterday

Job description

KBF is built differently. By pairing an entrepreneurial mindset with deep technical experience, KBF is a trusted partner and recognized leader in tax, audit, and advisory services, providing a comprehensive range of solutions designed to support our clients’ growth and expansion.

Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests.



KBF is currently seeking a Senior Associate to join our Advisory Services team.

The KBF Advisory team provides professionals with the opportunity to work on a variety of projects throughout the year to help build invaluable skills and experience. The group’s collaborative, fast-paced, and dynamic environment offers professionals the opportunity to work with both high-caliber team members and top-tier clients while maintaining a small-firm atmosphere.

Responsibilities

  • Research and analyze complex GAAP technical issues (e.g., revenue recognition, business combinations, lease accounting, debt/equity classification, stock-based compensation) and draft position papers/technical memos
  • Assist clients with SEC reporting requirements, including 10-K/10-Q preparation, and S-1/registration statement support
  • Support clients through IPO readiness, technical accounting due diligence, and purchase accounting for M&A transactions
  • Communicate with clients to develop and maintain strong client relationships and ensure the efficient information flow from the client to the advisory team
  • Proactively manage project deadlines to ensure delivery of work products based on client expectations and deadlines while ensuring overall quality standards
  • Coach and review the work of Associates/Interns, providing technical feedback on research and memo drafting
  • Collaborate with Partners and Managers on engagement status, technical conclusions, and client communications
  • Stay up to date with current accounting principles and industry-specific knowledge


Qualifications & Requirements

  • Must have Bachelor’s degree from an accredited college/university
  • Must have completed the necessary academic credit hours to sit for the CPA exam
  • Minimum of 2 years of in an Associate level position in public accounting and have reached the title of Senior Associate (or equivalent experience)
  • Strong technical knowledge of U.S. GAAP with experience researching and documenting complex accounting issues
  • Strong financial reporting and SEC reporting skills
  • Demonstrated supervisory experience and proven ability to oversee engagements to meet client deadlines
  • Individuals must be eligible to work in the U.S.

Lake Oswego, OR | Remote, USA



The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF Advisory, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $105,000 to $125,000.


Why KBF?

Benefits are a vital component of overall compensation. At KBF, we also offer a unique opportunity to work directly with founders and leadership teams, gaining exposure across the full startup lifecycle—from formation through exit—within a highly entrepreneurial and collaborative culture. We are proud to provide a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and equity programs, along with a clear path for professional growth and advancement. Our benefits are designed to support your health, protect your family, and enhance your overall quality of life.