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Transaction Advisory Associate Jobs in Warren, OH

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Transaction Advisory Associate information

See Warren, OH salary details

$64.5K

$131K

$194.8K

How much do transaction advisory associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for transaction advisory associate in Warren, OH is $130,984.00, according to ZipRecruiter salary data. Most workers in this role earn between $104,000.00 and $152,200.00 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 job categories do people searching Transaction Advisory Associate jobs in Warren, OH look for?

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

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

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

Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Warren, OH as of August 2026, with employment types broken down into 1% As Needed, 65% Full Time, 32% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $130,984 per year, or $63 per hour.

Experienced Associate - Financial Reporting & Technical Accounting

Cohen & Co.

Youngstown, OH

$60K - $70K/yr

Full-time

PTO

Re-posted 3 days ago

Job description

Are you an accounting professional looking to take the next step in your career? AtCohen & Co, we believe in putting people first and fostering a culture of growth, collaboration, and excellence. As a Experienced Associate on our Office of the CFOteam, you'll work directly with clients across a variety of industries to support complex accounting and financial reporting needs. You'll assist with technical accounting, financial reporting, and day-to-day accounting operations while developing your expertise in diverse business environments. This role offers the opportunity to build strong technical skills, contribute to high-impact client projects, and grow alongside experienced advisors in a collaborative, dynamic setting.

Financial Reporting & Technical Accounting

  • Prepare and review financial statements in accordance with U.S. GAAP, IFRS, or other applicable frameworks.

  • Assist in the implementation of new accounting standards, including ASC 842 (Leases), ASC 606 (Revenue Recognition), and ASC 805 (Business Combinations).

  • Research and draft technical accounting memos addressing complex issues such as equity transactions, debt modifications, and consolidation.

  • Support clients with SEC reporting (Forms 10-Q, 10-K, and S-1 filings), as applicable.

Operational Accounting Support

  • Perform account reconciliations, journal entries, and variance analyses to support monthly, quarterly, and annual close processes.

  • Assist clients with daily accounting activities, including general ledger maintenance, intercompany transactions, and fixed asset accounting.

  • Help clients design and improve accounting processes, including the documentation of policies and procedures.

Client Engagement & Project Delivery

  • Participate in client meetings, helping to identify issues, propose solutions, and deliver high-quality work products.

  • Collaborate with cross-functional teams-including audit, tax, and consulting-to provide integrated client solutions.

  • Contribute to project planning, budgeting, and execution, ensuring timely delivery and client satisfaction.

Who You Are

Qualifications

  • Bachelor's degree in Accounting or Finance; Master's degree preferred.

  • CPA license or active progress toward CPA eligibility strongly preferred.

  • 1-4 years of experience in public accounting or corporate accounting.

  • Strong understanding of U.S. GAAP and financial reporting principles.

  • Proficiency with ERP systems (e.g., NetSuite, Sage Intacct, QuickBooks) and advanced Excel skills.

  • Excellent written and verbal communication skills with the ability to explain complex accounting concepts clearly.

  • Strong attention to detail, analytical thinking, and problem-solving abilities.

  • Ability to manage multiple priorities and work effectively in a fast-paced, client-facing environment.

Preferred Experience

  • Exposure to technical accounting research and memo writing.

  • Familiarity with internal controls and SOX compliance.

  • Prior consulting or advisory experience is a plus.

Who We Are

#LifeatCohen

Sure, we like numbers. (But we'll never treat you like one.)

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of "great people first" by:

  • Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and

  • Offering a comprehensive and competitive Total Rewardspackage, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Learn More About Us!

  • Discover our Passion, Purpose & Expertise

  • Learn more about our Firm's culture

Estimated Base Range: $60,000 - 70,000

*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.

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