Senior Associate, Transaction Advisory

Job Summary

To support a growing Transaction Advisory Services team, the full-time Senior Associate, Transaction Advisory will manage client engagements, lead workstreams, and assist in developing strategies for complex transactions and succession planning in a fully remote environment.

Key Responsibilities

• Lead and own assigned workstreams, ensuring timely completion of deliverables and effective communication with clients and stakeholders
• Review and ensure the quality of financial models, analyses, and documents before submission to maintain SRG's standards
• Mentor Associates by sharing knowledge and guiding them in developing their technical and client skills

Required Qualifications

• Bachelor's Degree plus 5 years of relevant experience in transaction, M&A, or succession/deal advisory
• Relevant credential preferred (e.g., CVA, CEPA, CPA, CFA, or CFP)
• Advanced Excel and financial modeling skills required
• Proven ability to lead workstreams and manage competing priorities independently
• Experience with CRM Systems and Project Management Software