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Transaction Associate Jobs in California (NOW HIRING)

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Transaction Associate information

See California salary details

$17.3K

$76K

$129.3K

How much do transaction associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for transaction associate in California is $75,969.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $94,700.00 per year, depending on experience, location, and employer.

What are some common challenges transaction associates face when supporting high-volume transactions, and how can they effectively manage these situations?

Transaction Associates often handle a large number of transactions daily, which can lead to challenges such as maintaining accuracy under tight deadlines and prioritizing tasks efficiently. To manage these situations, it is important to develop strong organizational skills, leverage available transaction management systems, and communicate proactively with team members. Attention to detail and the ability to stay calm under pressure are key to ensuring that all documentation is processed correctly and client needs are met promptly. Regular training and staying updated on compliance requirements also help Transaction Associates navigate high-volume periods more effectively.

What are the key skills and qualifications needed to thrive as a transaction associate?

To thrive as a Transaction Associate, you need strong analytical abilities, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with financial software, transaction management systems, and proficiency in Excel are typically required, and certifications such as CFA or FINRA registration may be beneficial. Excellent communication, organizational skills, and the ability to multitask help build strong client relationships and ensure accuracy in high-pressure environments. These combined skills are crucial for efficiently processing transactions, minimizing errors, and maintaining client trust in financial operations.

What skills do you need to be a transaction associate?

A transaction associate needs strong attention to detail, excellent organizational skills, and proficiency with financial software and data entry. Good communication skills and the ability to work efficiently in a fast-paced environment are also important for managing transactions accurately and providing customer service.

What does a transaction associate do?

A Transaction Associate assists with the execution and management of financial transactions, such as mergers, acquisitions, or capital raising activities. They typically support senior members of the team by performing market research, preparing financial models, drafting presentations, and managing documentation. The role requires strong analytical skills, attention to detail, and the ability to communicate effectively with clients and internal teams. Transaction Associates often work in investment banks, private equity firms, or corporate finance departments.
What are the most commonly searched types of Transaction jobs in California? The most popular types of Transaction jobs in California are:
What cities in California are hiring for Transaction Associate jobs? Cities in California with the most Transaction Associate job openings:
Transaction Associate jobs near you
Infographic showing various Transaction Associate job openings in California 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 $75,969 per year, or $36.5 per hour.

Transaction Advisory Services Manager

Weaver

Woodland Hills, CA

$110K - $160K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 21 days ago

Job description

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile

Weaver is looking for a Transaction Advisory Services Manager to join our growing firm. Weaver’s Transaction Advisory Services team is a high-performing team widely recognized for delivering exceptional attention to detail and a personal level of service.  Our size enables us to be more nimble and responsive while servicing clients with transaction sizes ranging from $1 million to over $500 million.  

A Transaction Advisory Services Manager at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence.  The Manager works to understand profit drivers and trends, assists with purchase agreements and post-closing transaction matters.  A Manager is responsible for identifying issues for purchase price reductions, deal structuring or deal termination, and post-acquisition action steps to achieve anticipated earnings/cash flow improvements. The Manager is responsible for the overall engagement quality and timeline.   They will assist in the review of databook and reports prepared by Associates and Senior Associates.  The Manager will prepare client ready deliverables.  A Weaver Manager is an excellent communicator and team leader, and is able to manage and develop staff.

To be successful in this role, the following qualifications are required:

  • Bachelor’s degree in Accounting
  • CPA required
  • 5 + years of experience in transaction advisory services/financial due diligence, or mergers and acquisitions transactions
  • Demonstrate an advanced understanding of technical accounting literature with GAAP
  • Possess experience with due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers, analyzing financial/operational results of targets through reviewing accounting records and conducting interviews with management, and preparing pro forma financial information
  • Demonstrates independent thinking and strong decision-making skills

Additionally, the following qualifications are preferred:

  • Master’s degree in Accounting or related field
  • Proven ability to manage, mentor and develop staff
  • Strong relationship management and practice development skills
  • Ability to attract and service new clients and expand services to existing clients

Annual Base Pay Range in California and New York: $110,000 to $160,000
Exact compensation may vary based on skills, experience, and location.

Weaver Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan.  Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits.

We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by:

Leaning into the experience of exploring new ideas for each individual’s growth as a leader.

Engaging the coaching mindset at work with new ways of thinking about challenges and opportunities.

Adapting to the transformation that takes place as a result of participating in the program.

Developing yourself and others with coaching competencies to create a firm-wide culture of coaching.

People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!  

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

#LI-Hybrid

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