Senior Transaction Advisory Consultant

Elliott Davis

. Perform and assist in buy-side and sell-side due diligence engagements for private equity, mezzanine funds, and strategic buyers .

Posted 10/2/2026full-timeRemote • Colorado • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in buy-side and sell-side due diligence, with a strong focus on financial analysis, reporting, and client relationship management. Proficient in analyzing data and communicating findings effectively to stakeholders.

Highest-signal resume keywords

Due Diligence EngagementsFinancial AnalysisMicrosoft ExcelU.S. GAAP KnowledgeClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingData AnalysisQuality of Earnings AnalysisDebt AnalysisNet Working Capital AnalysisReport CreationAudit ServicesTransaction ServicesMulti-taskingBusiness Development

Soft Skills

Verbal CommunicationWritten CommunicationAnalytical SkillsAdaptabilityClient Service Focus

Certifications & Qualifications

Licensed CPA

Industry Keywords

Private EquityMezzanine FundsStrategic BuyersBig 4 ExperienceNational Firm ExperienceRegional Firm Experience

About the role

Key responsibilities & impact

Perform and assist in buy-side and sell-side due diligence engagements for private equity, mezzanine funds, and strategic buyers
Analyze large volumes of data to prepare an Excel data book, emphasizing quality of earnings, debt and debt-like items, and net working capital analysis
Understand and evaluate financial and operational trends of target companies and challenge target assumptions
Assist and lead sections of due diligence meetings with target management
Create and design tailored reports covering normalized earnings, financial reporting, net working capital trends, and indebtedness considerations
Communicate due diligence findings clearly and concisely in verbal presentations and written reports
Collaborate within teams to ensure timely and efficient product delivery
Develop and strengthen productive working relationships with client personnel
Collaborate with other Elliott Davis team members

Requirements

What you’ll need

A minimum of three years of experience with audit or transaction services is required
Bachelor’s degree from an accredited college/university
Current licensed CPA preferred
Big 4, National or large regional firm experience preferred
Excellent analytical and Microsoft Excel skills
Strong verbal and written communication skills
Aptitude towards business development
Ability to thrive and adapt in a fast-paced, dynamic environment
Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues
Ability to manage multiple responsibilities simultaneously (multi-task)
Superior client service focus
Ability to travel to client locations as required

Benefits

Comp & perks

Generous time away and paid firm holidays, including the week between Christmas and New Year’s
Flexible work schedules
16 weeks of paid maternity and adoption leave
8 weeks of paid parental leave
4 weeks of paid caregiver leave (once eligible)
First-class health and wellness benefits, including wellness coaching and mental health counseling
One-on-one professional coaching
Leadership and career development programs
Access to Beyond, a program with experiences that help you expand your life, personally and professionally