ZipRecruiter

Log In

1

Transaction Advisory Associate Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsTransaction Advisory Associate Jobs

Transaction Advisory Associate information

See salary details

$75K

$152.3K

$226.5K

How much do transaction advisory associate jobs pay per year?

As of Jun 9, 2026, the average yearly pay for transaction advisory associate in the United States 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 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.

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 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.
More about Transaction Advisory Associate jobs
What cities are hiring for Transaction Advisory Associate jobs? Cities with the most Transaction Advisory Associate job openings:
What are the most commonly searched types of Transaction Advisory jobs? The most popular types of Transaction Advisory jobs are:
What states have the most Transaction Advisory Associate jobs? States with the most job openings for Transaction Advisory Associate jobs include:
What job categories do people searching Transaction Advisory Associate jobs look for? The top searched job categories for Transaction Advisory Associate jobs are:
Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in the United States as of May 2026, with employment types broken down into 97% Full Time, 1% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $152,336 per year, or $73.2 per hour.

Transaction Advisory Services Manager

Calvetti Ferguson - Experienced Professionals

Dallas, TX

Other

Posted 28 days ago

Job description

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.

In your role as a Transaction Advisory Manager, you will lead transaction advisory engagements across buy-side and sell-side due diligence, supporting private equity firms, corporate clients, and entrepreneurs. You will help deliver high-quality financial due diligence that focuses on key value drivers, risks, and transaction considerations.

Key Responsibilities

  • Lead and manage buy-side and sell-side financial due diligence engagements
  • Oversee Quality of Earnings, working capital, and cash flow analyses
  • Manage multiple concurrent engagements and project teams
  • Serve as primary point of contact for clients and manage relationships
  • Review databooks, analyses, and deliverables prepared by team members
  • Identify key risks, trends, and value creation opportunities
  • Communicate findings clearly to clients and stakeholders
  • Develop engagement budgets, monitor billing, and manage realization
  • Coach, mentor, and develop Associates and Senior Associates
  • Support business development efforts and proposal development

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field required
  • 7+ years of experience in audit or transaction advisory services
  • 3+ years of direct experience in financial due diligence
  • CPA designation required
  • Strong knowledge of US GAAP
  • Advanced Excel and PowerPoint skills, and with AI and data automation tools a plus
  • Strong project management and leadership skills
  • Excellent communication and client relationship abilities
  • Experience working with private equity clients preferred
  • Ability to work in fast-paced transaction environments

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

* * * * *

NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

Apply