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Transaction Advisory Associate Jobs in Eugene, OR

Bank of America

Relationship Banker

Eugene, OR · On-site

$18.50 - $24.25/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 ...

All JobsTransaction Advisory Associate JobsTransaction Advisory Associate Jobs in Eugene, OR

Transaction Advisory Associate information

See Eugene, OR salary details

$75K

$152.3K

$226.5K

How much do transaction advisory associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for transaction advisory associate in Eugene, OR is $152,336.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,000.00 and $177,000.00 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 job categories do people searching Transaction Advisory Associate jobs in Eugene, OR look for?

The top searched job categories for Transaction Advisory Associate jobs in Eugene, OR are:

Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Eugene, OR as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $152,993 per year, or $73.6 per hour.

Client Accounting & Advisory Services (CAAS) Associate

Isler CPA

Eugene, OR • On-site

Other

Re-posted 2 hours ago

Job description

Client Accounting and Advisory Services (CAAS) Associate
  • **Location:** Isler CPA, Eugene, Oregon
  • **Job Type:** Full-time
  • **Department:** Client Accounting & Advisory Services (CAAS)
  • **Reports To:** Director of CAAS
Position Summary

We are seeking a detail-oriented and motivated Client Accounting and Advisory Services (CAAS) Associate for Isler CPA's growing, fast-paced CAAS department. This in-office position is designed for individuals with an associate's or bachelor's degree in accounting who are looking to launch their career in a structured, professional environment. Reporting to the Director of CAAS, you will work directly with a variety of clients to support day-to-day accounting, payroll processing, and financial reporting responsibilities.

Key Responsibilities
  • Perform daily accounting tasks such as accounts payable, accounts receivable, general ledger entries, and bank reconciliations
  • Process payroll for clients, ensuring timely and accurate filings in compliance with federal, state, and local laws
  • Support month-end and year-end close processes, including journal entries and account reconciliations
  • Maintain and update client records in QuickBooks Online, including transaction entry, reporting, and system organization
  • Prepare financial reports and assist in the preparation of financial statements
  • Communicate with clients to gather financial information, respond to inquiries, and provide high-quality support
  • Assist with the onboarding and setup of new client accounts
  • Ensure confidentiality and professionalism in handling all client financial data
  • Identify opportunities for process improvement and increased efficiency in client workflows
  • Other duties as assigned by the Director of CAAS or other CAAS senior accountants
Required Qualifications
  • Associate's degree in Accounting or a closely related field
  • Strong understanding of basic accounting principles and terminology
  • Proficiency in QuickBooks Online (QBO) is required
  • Must be able to demonstrate proficiency
  • One year or more of prior experience in public or private accounting utilizing QBO
  • Familiarity with payroll processes and related tax compliance
  • High attention to detail, accuracy, and organizational skills
  • Excellent communication and time management abilities
  • Ability to work effectively in a team and independently in a fast-paced, deadline-driven environment
  • Must be able to work on-site full-time; remote or hybrid options are not available
Preferred Qualifications
  • Prior experience in accounting, payroll, and bookkeeping in a public accounting environment
  • Knowledge of governmental accounting standards (e.g., GASB)
  • Interest in pursuing additional credentials such as CPA or CPP
What We Offer
  • Structured training and mentorship within a CPA firm
  • Hands-on experience with a diverse client base
  • Competitive compensation and benefits
  • Support for continuing education and professional development
  • A collaborative, supportive team environment

If you're ready to take the next step in your accounting career and thrive in a client-focused, in-office role, we invite you to apply:

  • Resume and cover letter are required
  • Cover letter should contain the following:
    • Explanation of your familiarity with QuickBooks Online
    • Description of your experience with the accounting cycle, including payroll, bank transactions, and financial statement reporting
    • Example of your ability to work on multiple projects concurrently, emphasizing your process of prioritizing work

Apply