Transaction Service Associate
JOB SUMMARY
We are seeking a Transaction Services Associate to join our dynamic team. This role is ideal for professionals looking to leverage their financial analysis, due diligence, and strategic advisory skills in mergers and acquisitions (M&A). As part of our Transaction Advisory Services team, you will work closely with clients to assess financial risks, analyze business performance, and support successful deal executionJOB DESCRIPTION
Assist in buy-side and sell-side due diligence for M&A transactions
Analyze financial statements, revenue trends, and operational data to evaluate business performance
Identify key deal risks, financial adjustments, and quality of earnings (QoE) insights
Prepare financial models, projections, and valuation support for transactions
Communicate findings in clear and concise reports for clients and senior leadership
Collaborate with investment banks, private equity firms, and corporate clients to support transaction execution
Support in post-transaction integration planning and financial structuring
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client’s needs
Required education and experience
Bachelor’s degree in accounting and/or Finance with strong academic performance
1 – 3 years of audit / corporate finance / transaction advisory service experience
Preferred education and experience
Certified Public Accountant (“CPA”) designation
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Average salary estimate
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