Staff Financial Group · 15 hours ago
Senior Associate, Transaction Advisory
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
2+ years expStaff Financial Group is a growing advisory firm seeking an experienced professional with strong financial due diligence skills. The Senior Associate will lead buy-side and sell-side engagements and support clients through key M&A processes.
B2BFinancial ServicesHuman ResourcesInsurance
Hiring Manager
Gus Cawley, CPA
Responsibilities
Lead and support transaction advisory engagements including buy-side and sell-side due diligence
Analyze financial statements and prepare detailed data books and reports (QofE, working capital, net debt, etc.)
Participate in client calls, management meetings, and issue tracking throughout the deal process
Manage deliverables, data requests, and support junior staff development
Provide timely communication with internal teams and clients
Maintain professional standards, confidentiality, and contribute to process improvements
Qualification
Required
Bachelor's degree required; CPA preferred
2–5 years of relevant experience in transaction advisory, audit, or financial due diligence
Strong understanding of accounting principles and financial statement analysis
Proficiency in Excel and financial modeling
Excellent communication and organizational skills
Ability to travel for client engagements if necessary
Preferred
CPA preferred
Company
Staff Financial Group
Staff Financial Group is a staffing and recruiting company offering accounting and financial recruiting services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Andree Frost
Client Partner/Managing Director Recruiting
Michael Lanzillotti
Client Partner
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