ZipRecruiter

Log In

1

Transaction Advisory Associate Jobs in Orem, UT (NOW HIRING)

Bank of America

Relationship Banker

American Fork, UT

$16.50 - $21.75/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

Orem, UT · On-site

$16 - $21/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

Lehi, UT · On-site

$17.25 - $22.75/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

Lehi, UT

$17.25 - $22.75/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

Orem, UT

$16 - $21/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 Orem, UT

Transaction Advisory Associate information

See Orem, UT salary details

$65.2K

$132.4K

$196.9K

How much do transaction advisory associate jobs pay per year?

As of Aug 29, 2026, the average yearly pay for transaction advisory associate in Orem, UT is $132,436.00, according to ZipRecruiter salary data. Most workers in this role earn between $105,200.00 and $153,900.00 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.

What are popular job titles related to Transaction Advisory Associate jobs in Orem, UT?

For Transaction Advisory Associate jobs in Orem, UT, the most frequently searched job titles are:

What job categories do people searching Transaction Advisory Associate jobs in Orem, UT look for?

The top searched job categories for Transaction Advisory Associate jobs in Orem, UT are:

Transaction Advisory Associate jobs near you

Administrative Assistant Senior

Orem, UT • On-site

Squire & Company PC-
Accounting Services • 51 - 200 employees
Learn more about Squire & Company PC-external

Full-time

Posted 19 days ago

Job description

Description:

At Squire, we are passionate about helping our clients succeed through exceptional service, innovation, and collaboration. We believe our people are the foundation of that success, and we're committed to creating an environment where employees can grow, contribute, and thrive.

We are seeking a detail-oriented Senior Administrative Assistant to join our team in Orem, Utah. This position will report directly to and provide dedicated administrative support to Squire's Chief Strategy Officer (CSO), who leads strategic initiatives within our Advisory practice. This is a high-trust role for someone who excels at anticipating needs, managing competing priorities, and keeping an executive organized and focused on the firm's most important priorities. The Senior Administrative Assistant will manage day-to-day executive support while also assisting with projects, meetings, communications, and initiatives connected to the CSO's leadership responsibilities.

The ideal candidate is resourceful, professional, highly organized, and comfortable working independently. Success in this role requires excellent judgment, discretion, follow-through, and the ability to build strong working relationships across the firm.


Responsibilities:

  • Provide dedicated administrative and executive support to the Chief Strategy Officer, proactively anticipating needs and managing priorities.
  • Manage a complex and evolving calendar, including scheduling and coordinating internal meetings, client meetings, leadership discussions, and other commitments.
  • Coordinate meeting logistics, prepare materials and agendas, track action items, and follow up on commitments as appropriate.
  • Help the CSO prioritize competing requests, deadlines, meetings, and responsibilities.
  • Coordinate travel arrangements, itineraries, reservations, and related logistics as needed.
  • Prepare, edit, and organize presentations, reports, correspondence, meeting materials, and other documents with a high degree of accuracy and professionalism.
  • Assist with special projects and strategic initiatives led by the CSO, including coordinating activities, tracking deadlines, gathering information, and following up with stakeholders.
  • Serve as a professional and responsive point of contact between the CSO and employees, clients, firm leaders, and external contacts.
  • Support administrative needs related to the CSO's responsibilities within the Advisory practice, including coordination with the NetSuite team and other practice areas as needed.
  • Process and coordinate expense reports, invoices, billing-related items, and other administrative transactions associated with the CSO's responsibilities.
  • Maintain organized records, files, and information in accordance with firm policies and confidentiality requirements.
  • Identify opportunities to improve administrative processes, organization, and efficiency.
  • Collaborate with Squire's administrative team to coordinate schedules, meetings, events, and firm-wide initiatives when appropriate.
  • Handle sensitive client, employee, financial, and firm information with a high level of professionalism, discretion, and confidentiality.


Qualifications:

  • Associate degree preferred; equivalent professional experience will be considered.
  • 5+ years of progressive administrative or executive support experience preferred.
  • Previous experience directly supporting an executive, senior leader, partner, or similar leadership position strongly preferred.
  • Demonstrated ability to manage complex calendars, competing priorities, and confidential information.
  • Strong organizational and project coordination skills with exceptional attention to detail.
  • Ability to anticipate needs, identify potential issues, and take appropriate action with limited direction.
  • Excellent written and verbal communication skills.
  • Strong interpersonal skills and the ability to communicate professionally with executives, employees, clients, and external contacts.
  • Demonstrated judgment, discretion, professionalism, and commitment to confidentiality.
  • Ability to work independently while collaborating effectively across teams and departments.
  • Proficiency with Microsoft 365, including Outlook, Word, Excel, PowerPoint, and Teams.
  • Ability to quickly learn new technology, systems, and business processes.
  • Experience supporting executives in professional services, accounting, consulting, technology, or a similar environment is a plus.
  • Familiarity with NetSuite or ERP solutions is helpful but not required.Ability and willingness to quickly learn new technology, software, and business processes.
  • Professional judgment, discretion, and a strong commitment to confidentiality. 
  • Dependable, proactive, adaptable, and committed to consistently delivering high-quality work.
  • Familiarity with NetSuite, ERP systems, or technology consulting environments is a plus; prior NetSuite experience is not required.


Apply