Transaction Advisory Senior Associate jobs in United States
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Mowery & Schoenfeld · 1 day ago

Transaction Advisory Senior Associate

Mowery & Schoenfeld is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, seeking a Transaction Advisory Senior Associate. The role involves conducting financial due diligence on buy-side and sell-side transactions while effectively communicating with clients and other stakeholders.

AccountingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Conducting financial due diligence on buy-side and sell-side transactions as well as search funds
Communicate effectively with clients, target company management, investment bankers, and other client advisors on a transaction

Qualification

CPA CertificationFinancial Due DiligenceGAAP KnowledgeExcel ProficiencyPowerPoint ProficiencyCFACMAM&A Process UnderstandingWritten CommunicationTeam PlayerProblem Solving

Required

Bachelor's degree in Accounting, Finance or other relevant discipline
3+ years of relevant work experience at a senior level in accounting or finance, preferably experience in audit or advisory with a public accounting firm
Variety of experience seeing accounting engagements from start to finish
CPA Certification (obtained or in progress required)
A basic understanding of the M&A process with a desire to learn more
Strong written communication ability
Excel and PowerPoint proficiency
Ability to work independently

Preferred

CFA or CMA designation is a plus

Company

Mowery & Schoenfeld

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Mowery & Schoenfeld offers services that are designed to create a clear picture of a company’s current performance.

H1B Sponsorship

Mowery & Schoenfeld has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Jeffery L. Mowery
Managing Partner
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Keith Schoenfeld
Member
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