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Transaction Advisory Associate Jobs in Texas (NOW HIRING)

Weaver

Transaction Advisory Services Manager

Dallas, TX · On-site

$120 - $180/hr

Weaver's Transaction Advisory Services team is a high-performing team widely recognized for ... They will assist in the review of databook and reports prepared by Associates and Senior Associates.

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Transaction Advisory Associate information

See Texas salary details

$69.9K

$141.9K

$211K

How much do transaction advisory associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for transaction advisory associate in Texas is $141,924.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,700.00 and $164,900.00 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.

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

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Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $141,924 per year, or $68.2 per hour.

Transaction Advisory Associate

Providence Staffing LLC

Austin, TX

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Key responsibilities

  • Analyze and interpret financial statements and supporting documents for M&A transactions

  • Assist with Quality of Earnings (QoE) reports and identify transaction risks or key value drivers

  • Support buy-side and sell-side due diligence efforts by performing in-depth financial analysis

Job description

Providence Staffing is proud to partner with a leading advisory firm in Austin, TX, that is seeking a talented and driven Transaction Advisory Associate to join their dynamic team. This is a unique, in-office opportunity with no travel expectations, ideal for a finance or accounting professional who wants to grow their career in M&A and deal advisory.

As a Transaction Advisory Associate, you'll be a critical member of buy-side and sell-side deal teams, leveraging your expertise in Microsoft Excel to compile and analyze financial data for target companies. You'll engage directly with key executives and stakeholders, providing strategic insights that help shape client investment decisions. Strong analytical, writing, and communication skills are essential for success in this role.

Key Responsibilities:

  • Analyze and interpret financial statements and supporting documents for M&A transactions
  • Assist with Quality of Earnings (QoE) reports and identify transaction risks or key value drivers
  • Support buy-side and sell-side due diligence efforts by performing in-depth financial analysis
  • Collaborate with senior team members and clients to develop insights and recommendations
  • Prepare clear, well-organized written reports and presentations
  • Participate in client meetings and executive-level discussions
  • Manage multiple projects and timelines in a fast-paced, team-oriented environment

Qualifications:

  • Minimum of 2 years of public accounting experience (Big 4, national, regional, or large local firm preferred)
  • CPA or CFA license, or eligibility to sit for the CPA or CFA exam
  • Advanced proficiency in Microsoft Excel and financial modeling
  • Strong written and verbal communication skills
  • Highly motivated, collaborative team player with a proactive mindset
  • Demonstrated project management capabilities
  • Prior exposure to M&A transactions and/or Quality of Earnings analysis strongly preferred
  • Experience with recurring revenue SaaS or software companies is a plus
  • Must be able to work full-time in person at our downtown Austin office

Growth & Career Development:
Unlike traditional accounting firms, this organization empowers professionals to craft their own personalized career paths—whether that's progressing to Partner or pursuing a non-traditional leadership track. With a dedicated career advisor assigned to you, you'll receive the mentorship and resources needed to build a career aligned with your long-term goals.

Notably, 26 out of 27 current partners were promoted internally, demonstrating the firm's strong commitment to upward mobility and professional development.

Compensation & Benefits:

  • Paid Time Off: 22 days annually (increases with tenure) + 10 paid holidays, including 2 floating holidays
  • Leave Benefits: Paid parental and bereavement leave
  • Annual Profit-Sharing Bonus
  • 401(k) Retirement Plan: Includes firm profit-sharing contributions
  • Health Coverage:
    • 100% employer-paid premium for employee-only dental, vision, and base high-deductible health plan
    • Health Savings Account (HSA) contributions with qualifying plan
  • Flexible Spending Accounts: Medical, limited purpose, and dependent care options
  • Additional Benefits:
    • Employer-paid life, AD&D, short- and long-term disability insurance
    • Employee Assistance Program (EAP)
    • Continuing professional education and licensing support
    • Flexible scheduling options
    • Additional perks and employee programs

Note: Employees must work a minimum of 30 hours per week to be eligible for medical, dental, vision, FSA, HSA, life, disability, and EAP benefits.

If you're a self-starter who thrives in a collaborative, high-performance environment and you're ready to take the next step in your career, we encourage you to apply today.