Senior Associate – Transaction Services

Embark

. Perform financial due diligence for buy-side and sell-side transactions, including data gathering, manipulation, and analysis .

Posted 9/22/2026full-timeUnited StatesSenior💰 $100,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial due diligence, including data analysis and quality of earnings adjustments, while effectively communicating with clients and team members. Proven ability to lead meetings and coach junior staff in a fast-paced environment.

Highest-signal resume keywords

Financial Due DiligenceQuality Of Earnings AdjustmentsTransaction Services ExperienceMicrosoft Excel ProficiencyCPA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisData ManipulationEBITDA AdjustmentsNet Working Capital AdjustmentsAuditingDue DiligenceAccounting PrinciplesClient InteractionMeeting FacilitationTeam Development

Soft Skills

Excellent CommunicationCoachingIndependent WorkMultitaskingAdaptability

Tools & Technologies

Microsoft OfficePowerPoint

Certifications & Qualifications

Bachelor’s Degree In AccountingCPA Designation

Industry Keywords

Big 4 AccountingPublic AccountingTransaction ServicesFinancial Due DiligenceClient Management

About the role

Key responsibilities & impact

Perform financial due diligence for buy-side and sell-side transactions, including data gathering, manipulation, and analysis
Build agendas and discussion points for meetings with client and target companies
Identify key accounting issues and deal risks
Identify, calculate, and document quality of earnings and net working capital adjustments
Communicate and interact daily with internal and external leaders
Coach and develop less experienced team members
Participate in firm initiatives and recruiting efforts

Requirements

What you’ll need

Bachelor’s degree in Accounting required
CPA designation preferred
2 to 4 years of experience in Big 4/public accounting performing audits and related services for a diverse client base
At least 1+ years of transaction services/due diligence experience
Experience identifying, calculating, and documenting adjustments related to EBITDA and net working capital
Excellent writing and communication skills
Experience leading meetings with various members of management, including clients and target companies
Microsoft Office proficiency, with strong Excel and PowerPoint skills
Ability to work independently and on multiple projects concurrently
Ability to work well in a fast-paced environment
Upon offer of employment, ability to submit to a background check and drug screen
May be required to submit to ongoing drug screenings and background checks dependent on client requirements

Benefits

Comp & perks

Work-life integration and ability to take time off when necessary
Continuous learning opportunities
CPE credits and coaching
Unlimited PTO
Comprehensive healthcare with 100% paid premiums for you and your family
$150 monthly stipend for holistic development
Learning platforms and professional development
Up to 3% 401(k) matching
Financial advisory services
Monthly social events within your market
Charitable matching
Fully paid parental leave for all new parents
Clear promotion path up and into new divisions
Technology, software, and accessories needed to be successful