Senior Associate, Transaction Advisory Services

About Intrinsic

At Intrinsic, we believe that success is built on strong relationships and exceptional service. Headquartered in Denver, Colorado, we are a majority employee-owned company that partners with private equity firms, their portfolio companies, and the office of the CFO to provide transaction advisory services, valuation advice, and accounting and finance support. Since our founding in 2010, we’ve focused on what matters most: our people and clients. We take pride in our collaborative approach, tailoring each engagement to the unique situation at hand. We deliver more than just quality—we provide an unparalleled client experience with every interaction. This commitment is reflected in the strength of our team and culture, fueling an environment where every professional is empowered to contribute and grow.

With our sights set firmly on your success, we give every project the attention it deserves. We're not just advisors—we’re partners dedicated to propelling businesses forward.

About the Role

We are seeking a detail-oriented and driven Senior Associate to join our Transaction Advisory Services (TAS) practice. This is a key execution role in client engagements, responsible for conducting rigorous financial analysis, supporting due diligence reporting, and ensuring the delivery of high-quality results. Reporting to a Vice President or Director, this role is ideal for individuals with 1–3 years of experience in audit, financial due diligence, or financial services, who thrive in a high-performance, collaborative environment.

What You'll Do

• Execute key components of financial due diligence engagements alongside Vice Presidents and Directors.
• Process and analyze large datasets to build out accurate and well-formatted databooks.
• Perform key analyses, including proof of cash, balance sheet reviews, vendor and payroll reviews, and revenue/profitability analysis.
• Identify and quantify the quality of earnings and net working capital adjustments.
• Draft financial due diligence reports and collaborate on revisions based on internal feedback.
• Own the data room, tracking incoming and outstanding documentation with precision.
• Build trending exhibits and prepare accounting and financial questions for client discussions.
• Ensure error-free work through thorough self-review and internalize feedback to improve continually.
• Support internal initiatives when not staffed on engagements (peer coaching, recruiting, practice development, etc.).
• Track all activity and communications via Salesforce and leverage firm tools to work efficiently.

Ideally, You Have

• 1–3 years of experience in audit, transaction services, or related financial services.
• A bachelor’s degree in accounting, finance, or business; CPA licensed or actively pursuing preferred.
• Demonstrated ability to handle complex datasets with accuracy and efficiency.
• Strong Excel and data organization skills; meticulous attention to detail.
• A proven ability to synthesize large amounts of financial data into meaningful conclusions.
• Excellent communication skills and a collaborative, team-first mindset.
• Comfort working in a fast-paced, deadline-driven environment with multiple workstreams.

Ideally, You Are

• Analytical, intellectually curious, and eager to develop technical mastery in transaction services.
• Proactive, organized, and comfortable taking ownership of your work product.
• Accountable and responsive — you thrive in environments that value collaboration and precision.
• Someone who enjoys building relationships, improving processes, and growing within a high-performance culture.

Compensation and Benefits

This position has an expected annual base salary range of $95,000 – $125,000. Final compensation will be based on experience, education, skills, and qualifications. In addition to base salary, employees may be eligible for a performance-based bonus. Intrinsic offers a comprehensive benefits package that includes medical, dental, and vision insurance; a 401(k) plan with employer contribution; paid time off, including vacation, sick leave, and company holidays; paid parental leave; flexible work arrangements; and ongoing professional development support. All full-time employees are eligible for these benefits.

The Values That Are Core To Intrinsic

• Craftsperson – We earn the respect of our clients by putting in the work so that our knowledge on matters where we serve them extends well beyond their own understanding. They come to respect and rely on us in this regard. We take enormous personal pride in our ability to contribute in this way. The satisfaction derived from mastery of the art we practice, indicated by our client’s acknowledgment of it, and the authenticity of the relationships we build because of it, is the marquee reason we stay in this business.
• Relatable – When our clients think about who they’d like to spend time with outside of work, they think fondly of us. We genuinely like and respect each other. Our conversations are informed, but casual. They don’t feel the need to put on a corporate veneer when interacting with us, and we relate our knowledge to them succinctly, and in plain English. We get them to “ah, I got it” with expert precision in a humble yet confident way.
• Trusted Partner – A natural result of being both relatable and a master craftsman is that we become trusted partners – effective extensions of the clients we work with. Work is awarded on an uncontested basis. Over time, they may ask us to help with endeavors they know lay beyond our stated services, having developed confidence by observing us in situations where we innovate at the margin and find unique solutions in the normal course of traditional engagements. Their respect for us may manifest in other ways as well, like asking about what other kinds of work our firm performs, or referrals to other service providers. They use us as a filter and beacon for other craftspeople.
• Responsive – We care about our clients and we want them to know that. The way we show it is through responsiveness. Getting a quick response from us, at any time of day or night, even if it’s a few words, makes them know this. When we interact with them in this way, it builds a new and special dimension to the relationship. A personal one.
• Intellectual Curiosity – Part of our wiring is that we’re nerds at some level. We might have a little social anxiety, and we find solace and enjoyment in diving into topics that sharpen the saw in our craft. We’re not on a path of continuous improvement for financial reasons. We actually enjoy tinkering with concepts and tools that elevate our game. Sometimes we might want to take on an assignment that doesn’t fit with our strategy because something about it will give us the opportunity to personally explore something new.
• Commitment To The Firm – We have profound organizational ambition. We enjoy winning as a team and watching the flywheel accelerate through collaboration. We like winning independently to motivate our colleagues, and we love nothing more than watching them respond with big wins of their own. We love being the underdog together and the comradery that comes from building something special – with fewer resources and less capital than our competitors – and our clients love being a part of the process as well as we grow.
• Commitment To Each Other – As much as we like winning together, we like learning and growing together. We acknowledge each of us was carefully chosen for our inherent traits as continuous learners, having a strong desire to improve as both professionals and people. We strive to understand the challenges and demands of one another’s roles and we solve our problems, together. We know that the key to our respective individual successes is underpinned by our growth as leaders and our ability to win as a team, and we improve on both, daily.