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Robert Half Logo Robert Half · Finance

Senior Associate – Transaction Advisory Services (TAS)

United States, Chicago Employment contract 135000.00 - 180000.00 USD / Year · Job Posted April 23, 2026
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Job Description

The TAS Senior Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business’s strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.

Job Responsibility

  • Work directly with senior personnel at the Company and their clients to develop comprehensive solutions to complex transactional challenges
  • Execute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis
  • Draft clear and compelling reports outlining key takeaways and participating in management meetings
  • Review transaction agreements, customer and vendor contracts
  • Collaborate closely with performance improvement, restructuring and investment banking colleagues
  • Support internal trainings and best practice sharing
  • Support talent acquisition and firm-building initiatives
  • Contribute to a high-performing, inclusive and values-driven culture

Requirements

  • Bachelor’s degree in finance, accounting, business administration or a related field
  • advanced degree or professional certification (CFA, CA) preferred
  • Four plus years of experience in financial consulting, advisory services or audit, preferably with exposure to transaction-driven or capital markets environments
  • Experience in financial modeling and financial statements analysis as well as accounting treatments
  • Familiarity with Tableau and Alteryx preferred

Nice to have

Familiarity with Tableau and Alteryx

What we offer

  • medical, vision, dental, life, and disability insurance
  • bonus
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