Senior Associate: Transaction Advisory Services

Responsibilities: Lead and own workstreams for transaction advisory and succession planning, managing complex deal problems from inception to resolution. Support Senior Consultants by drafting deliverables, reviewing Associate work, and maintaining client communications.

Requirements: Requires a Bachelor's degree and 5 years of relevant M&A or deal-advisory experience with advanced Excel and financial modeling skills. Preferred credentials include CVA, CEPA, CPA, CFA, or CFP.

Key skills: Financial Modeling, Transaction Advisory, M&A, Succession Planning, Cash Flow Analysis, Deal Structuring, Project Management, Client Relationship Management, Valuation, Excel, CRM Systems, Mentorship, Strategic Planning, Quality Assurance, Risk Management, Professional Communication

Keywords: Transaction Advisory Services, M&A, Succession Planning, CVA, CEPA, CPA, CFA, CFP, Financial Modeling, Pro Forma Models, Purchase Price Analysis, Deal Terms, Salesforce, Microsoft Office, Microsoft Teams, Valuation, Financial Services, Small Business Finance, Tax, Accounting, Cash Flow, Scenario Analysis, CRM, Project Management Software, Deal Support, RIA