Transaction Advisory Senior Associate

Summary

Join Mowery & Schoenfeld as a TAS Senior Associate and contribute to financial due diligence on buy-side and sell-side transactions and search funds. You will communicate effectively with clients and advisors. This role requires a strong understanding of GAAP and problem-solving skills. The ideal candidate possesses a mix of public and corporate accounting experience and an entrepreneurial mindset. Mowery & Schoenfeld offers a supportive environment focused on growth and has received numerous awards for its workplace culture. The firm provides comprehensive services and prioritizes community involvement.

Requirements

• Bachelor’s degree in Accounting, Finance or other relevant discipline
• 3+ years of relevant work experience at a senior level in accounting or finance, preferably experience in audit or advisory with a public accounting firm
• Variety of experience seeing accounting engagements from start to finish
• CPA Certification (obtained or in progress required)
• Strong written communication ability
• Excel and PowerPoint proficiency
• Ability to work remotely and independently

Responsibilities

• Conduct financial due diligence on buy-side and sell-side transactions as well as search funds
• Communicate effectively with clients, target company management, investment bankers, and other client advisors on a transaction
• Demonstrate a strong understanding of GAAP
• Problem solve and see the whole picture of an engagement

Preferred Qualifications

• CFA or CMA designation
• A basic understanding of the M&A process with a desire to learn more

Benefits

• Supportive environment focused on growth
• Named a Best Firms to Work For by Accounting Today
• Named a Best Firms for Women by Accounting Today
• Named a Best Place to Work in Chicago by Crain’s Chicago Business
• Opportunities for our team to support our larger community through the M&S Cares program