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Transaction Advisory Associate Jobs in Cleveland, OH

Rea

Senior Business Valuation Associate

Cleveland, OH · On-site

The Senior Business Valuation Associate on the Business Valuation and Transaction Advisory Services team will lead financial analysis and modeling, apply advanced valuation techniques and conducting ...

Rea

Senior Business Valuation Associate

Cleveland, OH · On-site

The Senior Business Valuation Associate on the Business Valuation and Transaction Advisory Services team will lead financial analysis and modeling, apply advanced valuation techniques and conducting ...

Rea

Business Valuation Manager

Cleveland, OH · On-site

... valuation & transaction advisory services. The Business Valuation Manager is responsible for ... Responsible for ensuring associates are trained, evaluate performance and career development.

Rea

Business Valuation Manager

Cleveland, OH · On-site

... valuation & transaction advisory services. The Business Valuation Manager is responsible for ... Responsible for ensuring associates are trained, evaluate performance and career development.

Rea

Business Valuation Manager

Cleveland, OH

... valuation & transaction advisory services. The Business Valuation Manager is responsible for ... Responsible for ensuring associates are trained, evaluate performance and career development.

KeyBank

M&A Investment Banking Associate

Cleveland, OH · On-site

$128K - $268K/yr

Associates are responsible for financial analysis, transaction execution, and client engagement ... Experience supporting M&A, capital raising, and strategic advisory transactions. * Ability to ...

Keybank

M&A Investment Banking Associate

Cleveland, OH

$128K - $268K/yr

Associates are responsible for financial analysis, transaction execution, and client engagement ... Experience supporting M&A, capital raising, and strategic advisory transactions. * Ability to ...

KeyCorp

M&A Investment Banking Associate

Cleveland, OH · On-site

$128 - $268/hr

Associates are responsible for financial analysis, transaction execution, and client engagement ... Experience supporting M&A, capital raising, and strategic advisory transactions. * Ability to ...

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Transaction Advisory Associate information

See Cleveland, OH salary details

$72.7K

$147.7K

$219.7K

How much do transaction advisory associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for transaction advisory associate in Cleveland, OH is $147,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $117,300.00 and $171,700.00 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 Cleveland, OH?

The most popular types of Transaction Advisory jobs in Cleveland, OH are:

What are popular job titles related to Transaction Advisory Associate jobs in Cleveland, OH?

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

What job categories do people searching Transaction Advisory Associate jobs in Cleveland, OH look for?

The top searched job categories for Transaction Advisory Associate jobs in Cleveland, OH are:

What cities near Cleveland, OH are hiring for Transaction Advisory Associate jobs?

Cities near Cleveland, OH with the most Transaction Advisory Associate job openings:

Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Cleveland, OH as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Hybrid job distribution, with an average salary of $147,739 per year, or $71 per hour.

Senior Vice President, Transaction Advisory

Stout

Cleveland, OH • On-site

Full-time

Posted 22 days ago

Job description

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

Job Description

Impact You'll Make

As a full-time Senior Vice President within our growing Transaction Advisory practice, this role makes a direct impact on high-stakes transaction outcomes. By leading buy-side and sell-side financial accounting due diligence engagements for private equity and corporate clients, the Senior Vice President provides critical insights that shape investment decisions and negotiation strategies. Through rigorous quality of earnings assessments, in-depth working capital analysis, and evaluation of key commitments and contingencies, this leader uncovers risks and opportunities that drive value. Partnering closely with management teams and their advisors, the role delivers clarity, confidence, and actionable intelligence at every stage of the transaction lifecycle.

What You'll Do

  • Supervising analysts and associates to ensure efficient project execution

  • Demonstrate strong multitasking abilities, effectively managing multiple projects and administrative tasks simultaneously

  • Identify key risks and potential deal breakers during due diligence process

  • Analyze detailed financial statement information including income statement, balance sheet, cash flow and operational data

  • Synthesize data and information into meaningful observations and conclusions

  • Produce comprehensive due diligence report to organize and communicate our findings

  • Lead due diligence calls and meetings with client and target company management

  • Review audit workpapers to understand critical accounting policies and procedures

  • Provide insights to purchase agreement and other deal documents

  • Actively involved in business development including client pursuits and proposals

  • Participate in the hiring and training of analysts and associates

What You Bring

  • Proficient knowledge of U.S. GAAP and SEC reporting standards

  • Exceptional verbal and written communication skills

  • Advanced proficiency in Excel and PowerPoint

  • Relationship-oriented, fostering connections with clients, peers, and management

  • Demonstrates an entrepreneurial mindset

  • Maintains a positive and enthusiastic attitude

  • Thrives in a collaborative team environment

  • Exhibits creativity in problem-solving

  • Holds oneself accountable and manages multiple tasks effectively

  • Projects a professional presence

  • Possesses strong technical and analytical skills

  • Detail-oriented with a keen eye for accuracy

  • Self-motivated with a robust work ethic

  • Willingness to travel up to 50% on short notice

  • Excels in a fast-paced, evolving work environment

Education and/or Training:

  • Bachelor's or Master's degree in Accounting or related major

  • Minimum 7-10 years of experience in audit and/or financial accounting due diligence (with at least 2 years in due diligence). Big Four experience preferred.

  • Certified Public Accountant (CPA)

How You'll Thrive

  • Embrace changing client-imposed deadlines with flexibility and adaptability.

  • Exhibit strong organizational skills to manage competing priorities effectively.

  • Collaborate with engagement leaders and team members while embodying Stout's core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators.

  • Demonstrate a commitment to delivering Relentless Excellence in client service and team collaboration.

Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.

https://www.stout.com/en/careers/benefits

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.

Stout is an Equal Employment Opportunity.All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.

Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. 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 $120,000.00 - $215,000.00 . This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.
Stout NYC logo

About Stout NYC

Sourced by ZipRecruiter

Started in 2005, Stout NYC has always been a home for the residents and visitors of New York City; a true public house. At each Stout location, we offer a welcoming place for all to come as they are. Our core values foster connection and authenticity and our brand heart aligns with the community we serve. Like NYC, we have seen it all, and through the ups and downs of city life, Stout NYC has remained a great unifier of people seeking meaningful connections. We see our job as simply providing the place and space for people to enjoy each other’s company. With four great venues strategically located around busy transportation hubs, we service New York City’s various audiences. From the ambitious and driven, the commuter on the move, or those seeking something less traditional, Stout gets back to the roots of why pubs were created in the first place: to foster warmth, connection, and memories. At Stout, we want you to come as you are. Whether it's at the end of a long day, a private event with friends or colleagues, or a fun Friday night turned up, Stout provides a style of hospitality that's accessible and friendly and delivers a memorable charm that will shape your New York City experience

Industry

Food services and drinking places

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2005

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