Senior Associate, Transaction Advisory Services

Location: Atlanta, Georgia, United States


Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.


FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2022-9505

Position Title:

External Description: Responsibilities

At FORVIS, our Transaction Service Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you're an experienced diligence professional and motivated team builder who thrives in a fast-paced environment, we would love to talk to you!

In this position, you will explore new frontiers, use your positive and engaging communication style to influence and motivate team members and build strong relationships within the organization and with clients. Further, you will have meaningful guidance from firm leadership for staffing and business development in addition to the ability to perform due diligence while living inside or outside of traditional major markets.

The Transaction Services leadership team takes pride in creating and maintaining an encouraging and respectful environment for our team members. Apply if you're interested in learning how we can guide your professional and personal goals.

How you will contribute:

  • Performing buy-side and sell-side financial due diligence for private equity groups and corporate clients
  • Analyzing financial and operational results of target companies and preparing the quality of earnings reports
  • Evaluating financial information, identifying diligence issues/opportunities, and recommending post-acquisition actions
  • Researching and analyzing industry standards, trends, and target companies
  • Working closely with client executives, investment bankers, private equity investors, attorneys, or other stakeholders
  • Will have the hybrid flexibility to work with our private equity advisory process improvement team if desired

We are looking for people who have Forward Vision and:
  • Strong current knowledge of U.S. Generally Accepted
  • Accounting Principles (GAAP)
  • Recent experience with current audit and accounting concepts
  • Excellent written and verbal communication skills
  • Strong time management skills
  • Proficiency with Microsoft Office, primarily Excel
  • Willingness and ability to travel



Minimum Qualifications:

  • Bachelor's degree in Accounting from an accredited college/university or CPA eligible; licensed CPA is preferred
  • A minimum of two (2) years of experience in audit or transaction services from a large public accounting or consulting firm

City: Atlanta

State: Georgia

Community / Marketing Title: Senior Associate, Transaction Advisory Services

Location_formattedLocationLong: Atlanta, Georgia US