Transaction Services Senior

Reposted An Hour Ago
Be an Early Applicant
New York, NY, USA
In-Office
93K-130K Annually
Mid level
Professional Services • Consulting
The Role
As a Transaction Services Senior, you will lead financial due diligence, analyze financial statements, develop financial models, and mentor junior staff in a professional office environment.
Summary Generated by Built In
JOB SUMMARYAs a Transaction Services Senior you will lead financial due diligence (FDD) and M&A advisory engagements. As a key player in our Transaction Advisory Services (TAS) team, you will work closely with private equity firms, corporate clients, and investment banks to provide data-driven insights that drive strategic decision-making.

JOB DESCRIPTION
  • Lead buy-side and sell-side due diligence for mergers, acquisitions, and divestitures

  • Analyze financial statements, revenue trends, and operational performance to assess transaction risks Identify key deal risks, financial adjustments, and quality of earnings (QoE) insights

  • Identify quality of earnings (QoE), working capital adjustments, and key financial drivers

  • Develop and review financial models, projections, and valuation analyses

  • Prepare comprehensive reports and presentations summarizing findings for clients and senior executives

  • Work directly with executives, investment teams, and cross-functional stakeholders to structure deals

  • Assist in post-transaction integration planning and financial structuring

  • Mentor and develop junior staff, providing technical guidance and training

Supervisory responsibilities

  • None

Work environment

  • Work is conducted in a professional office environment with minimal distractions

Physical demands

  • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

  • Must be able to lift up to 15 pounds at a time

Travel required

  • Travel may be frequent and unpredictable, depending on client’s needs

Required education and experience

  • Bachelor’s degree in accounting and/or Finance with strong academic performance

  • 2 – 3 years of audit / corporate finance / transaction advisory service experience

Preferred education and experience

  • Certified Public Accountant (“CPA”) designation preferred

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Skills Required

  • Bachelor's degree in accounting and/or finance
  • 2-3 years of audit/corporate finance/transaction advisory experience
  • Certified Public Accountant (CPA) designation

UHY-US Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about UHY-US and has not been reviewed or approved by UHY-US.

  • Healthcare Strength Health coverage includes medical, dental, vision, life and disability, with some locations citing strong employer contributions. Consultant materials also outline multiple plan choices and HSA access.
  • Leave & Time Off Breadth Time off includes paid holidays and accrued PTO, and consultant roles are eligible for time-and-a-half overtime. Local write-ups also reference full maternity and paternity leaves in at least one market.
  • Retirement Support Savings options include a 401(k) with pre-tax, after-tax, and Roth features. Feedback suggests retirement benefits are viewed favorably in some cases.

UHY-US Insights

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The Company
HQ: New York, New York
2,033 Employees
Year Founded: 2000

What We Do

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. Firm Disclaimer ©2025 UHY LLP. ALL RIGHTS RESERVED. “UHY” is the brand name under which UHY LLP and UHY Advisors, Inc. provide professional services. The two firms operate as separate legal entities in an alternative practice structure. UHY LLP is a licensed independent CPA firm that performs attest services. UHY Advisors, Inc. provides tax and business consulting services through subsidiary entities. UHY Advisors, Inc. and UHY LLP are U.S. members of Urbach Hacker Young International Limited (UHY International), a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. Any services described herein are provided by UHY Advisors, Inc. and/or UHY LLP (as the case may be) and not by UHY International or any other member firm of UHY International. Neither UHY International nor any member of UHY International has any liability for services provided by other members. On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.

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