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Transaction Advisory Associate Jobs in Raleigh, NC

Sorren, Inc.

Tax Senior Manager

Raleigh, NC

Coach and mentor managers and senior associates through goal-setting, feedback, and performance ... transaction advisory * Advanced proficiency in tax compliance software and research tools; able to ...

Sorren, Inc.

Tax Senior Manager

Raleigh, NC · On-site

Coach and mentor managers and senior associates through goal-setting, feedback, and performance ... transaction advisory * Advanced proficiency in tax compliance software and research tools; able to ...

Elliott Davis

M&A Tax Advisory, Senior Associate

Raleigh, NC · Hybrid

$79K - $98K/yr

The TSO Associate/Senior Associate will be a key member of our fast-growing M&A tax team that is ... Responsibilities * Assist with buy-side and sell-side tax due diligence for M&A transactions ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 9/10/2025 SUMMARY: This position supports ... Account Maintenance (opening new accounts, follow through, managing transactions, address changes ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 9/10/2025 SUMMARY: This position supports ... Account Maintenance (opening new accounts, follow through, managing transactions, address changes ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 9/10/2025 SUMMARY: This position supports ... Account Maintenance (opening new accounts, follow through, managing transactions, address changes ...

Avison Young

Associate

Raleigh, NC

Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We've designed our corporate structure to best serve ...

Avison Young

Associate

Raleigh, NC

Our Story Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We've designed our corporate structure to ...

Avison Young

Associate

Raleigh, NC · On-site

Our Story Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We've designed our corporate structure to ...

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Showing results 1-20

All JobsTransaction Advisory Associate JobsTransaction Advisory Associate Jobs in Raleigh, NC

Transaction Advisory Associate information

See Raleigh, NC salary details

$72.9K

$148.1K

$220.2K

How much do transaction advisory associate jobs pay per year?

As of Jul 24, 2026, the average yearly pay for transaction advisory associate in Raleigh, NC is $148,074.00, according to ZipRecruiter salary data. Most workers in this role earn between $117,600.00 and $172,000.00 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 are popular job titles related to Transaction Advisory Associate jobs in Raleigh, NC? For Transaction Advisory Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Transaction Advisory Associate jobs in Raleigh, NC look for? The top searched job categories for Transaction Advisory Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Transaction Advisory Associate jobs? Cities near Raleigh, NC with the most Transaction Advisory Associate job openings:
Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Raleigh, NC as of July 2026, with employment types broken down into 84% Full Time, 10% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 6% Hybrid, and 12% Remote job distribution, with an average salary of $148,074 per year, or $71.2 per hour.
Senior Associate - Financial Advisory Services

Senior Associate - Financial Advisory Services

Embark

Raleigh, NC

$100K - $125K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

Experience a 45X+ award-winning culture!

Embarkers enjoy:

  • Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary

  • Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients

  • Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

  • Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions

  • Comprehensive healthcare: 100% paid premiums for you and your family

  • Whole human growth: $150 monthly stipend for holistic development

  • Career advancement: Access to CPE credits, learning platforms, coaching, and professional development

  • Financial support: Up to 3% 401(k) matching and financial advisory services

  • Team and community engagement: Monthly social events within your market, charitable matching, and great people!

What you'll be doing

Reporting to the leadership of our financial advisory division, you will join other consultants in our Financial Advisory practice. You'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. In this role, you'll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy.

To be a good fit for our Senior Associate - Financial Advisory role you will have:

  • 3+ years of experience in Big 4/public accounting/consulting and/or corporate accounting

  • CPA or CPA candidate

  • Strong knowledge of U.S. GAAP and/or IFRS

  • Keen attention to detail

  • A high sense of urgency, strong initiative and the ability to multi-task

  • Ability to work independently and as part of a team

  • The desire to learn new technologies and practices to constantly improve the business of Embark and our clients

  • A proactive approach to constant improvement and problem solving

  • Communication skills that can effectively relay concepts and updates across all stakeholders from staff to executives

  • A drive to forge deep relationships both internally through a variety of culture initiatives and externally through industry leading hospitality efforts

Added bonus if you have...

  • Inter-company experience

  • Oil and gas experience

  • REIT experience

  • SaaS revenue recognition experience

  • Healthcare (including Biotech) experience

  • Financial services experience

  • Government Contract experience

  • SEC filing exposure/experience

What's in it for you:

  • We pay 100% of insurance premiums on medical, dental, and vision for you AND your family

  • Typical compensation range of $100,000- $125,000

  • We match 50% to 6% on our 401K

  • Fully paid parental leave for all new parents

  • Monthly stipend for whole human wellness

  • All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style

  • Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)

In closing...

If this role sounds exciting, apply and let's start the conversation!


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

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