Deal Advisory Senior Associate

Opportunity.Opportunities.JobCategory: Professional Services
Opportunity.Opportunities.RequisitionNumber: DEALA006138

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    • Opportunity.OpportunityDetail.PostedLabel: January 31, 2025
  • Opportunity.OpportunityDetail.FullTime
  • OpportunityDetail.CompanyInformation.Locations


    Remote within the United States


    United States

    Remote within the United States


    United States
    Charlotte

    1111 Metropolitan Ave
    Suite 1000
    Charlotte, NC 28204, USA
    Charlotte

    1111 Metropolitan Ave
    Suite 1000
    Charlotte, NC 28204, USA
    Atlanta

    1075 Peachtree Street NE
    Suite 2200
    Atlanta, GA 30309, USA
    Atlanta

    1075 Peachtree Street NE
    Suite 2200
    Atlanta, GA 30309, USA

    Nashville, TN


    Nashville, TN, USA

    Nashville, TN


    Nashville, TN, USA
    Los Angeles

    777 S Figueroa St
    Suite 287
    Los Angeles, CA 90017, USA
    Los Angeles

    777 S Figueroa St
    Suite 287
    Los Angeles, CA 90017, USA
    Coral Gables

    2811 Ponce de Leon Blvd
    Suite 500
    Coral Gables, FL 33134, USA
    Coral Gables

    2811 Ponce de Leon Blvd
    Suite 500
    Coral Gables, FL 33134, USA
    Gastonia

    332 Burtonwood Drive

    Gastonia, NC 28054, USA
    Gastonia

    332 Burtonwood Drive

    Gastonia, NC 28054, USA
    Raleigh

    3800 Glenwood Ave.
    Suite 200
    Raleigh, NC 27612, USA
    Raleigh

    3800 Glenwood Ave.
    Suite 200
    Raleigh, NC 27612, USA
    Fayetteville

    1340 Walter Reed Rd.
    Suite 101
    Fayetteville, NC 28304, USA
    Fayetteville

    1340 Walter Reed Rd.
    Suite 101
    Fayetteville, NC 28304, USA
    Rockville-Executive
    Rockville, MD
    6116 Executive Blvd
    Suite 600
    Rockville, MD 20852, USA
    Rockville-Executive
    Rockville, MD
    6116 Executive Blvd
    Suite 600
    Rockville, MD 20852, USA
    Tysons-Crescent Plaza

    1850 Towers Crescent Plaza
    Suite 200
    Tysons Corner, VA 22182, USA
    Tysons-Crescent Plaza

    1850 Towers Crescent Plaza
    Suite 200
    Tysons Corner, VA 22182, USA
    Richmond

    200 S. 10th St.
    Suite 900
    Richmond, VA 23219, USA
    Richmond

    200 S. 10th St.
    Suite 900
    Richmond, VA 23219, USA
    Virginia Beach

    222 Central Park Ave.
    Suite 1400
    Virginia Beach, VA 23462, USA
    Virginia Beach

    222 Central Park Ave.
    Suite 1400
    Virginia Beach, VA 23462, USA

    Alpharetta
    Alpharetta

    Alpharetta, GA, USA

    Alpharetta
    Alpharetta

    Alpharetta, GA, USA
    Augusta

    1029 Greene St.

    Augusta, GA 30901, USA
    Augusta

    1029 Greene St.

    Augusta, GA 30901, USA
    Aiken

    5350 Woodside Executive Ct.
    Building F, 3rd Floor
    Aiken, SC 29803, USA
    Aiken

    5350 Woodside Executive Ct.
    Building F, 3rd Floor
    Aiken, SC 29803, USA
    Greenville

    110 East Court Street
    Suite 500
    Greenville, SC 29601, USA
    Greenville

    110 East Court Street
    Suite 500
    Greenville, SC 29601, USA
    Ft Lauderdale

    201 East Las Olas Boulevard
    Suite 2010
    Fort Lauderdale, FL 33301, USA
    Ft Lauderdale

    201 East Las Olas Boulevard
    Suite 2010
    Fort Lauderdale, FL 33301, USA
    Tampa

    401 E. Jackson St.
    Suite 1200
    Tampa, FL 33602, USA
    Tampa

    401 E. Jackson St.
    Suite 1200
    Tampa, FL 33602, USA
    Orlando

    800 N. Magnolia
    Suite 1300
    Orlando, FL 32803, USA
    Orlando

    800 N. Magnolia
    Suite 1300
    Orlando, FL 32803, USA
    Austin

    221 West Sixth Street
    Suite 1900
    Austin, TX 78701, USA
    Austin

    221 West Sixth Street
    Suite 1900
    Austin, TX 78701, USA

    Houston
    14090 Southwest Fwy

    Sugar Land, TX 77478, USA

    Houston
    14090 Southwest Fwy

    Sugar Land, TX 77478, USA
    Louisville

    101 S. Fifth Street
    Suite 2100
    Louisville, KY 40202, USA
    Louisville

    101 S. Fifth Street
    Suite 2100
    Louisville, KY 40202, USA
    Lexington

    1000 Vine Center
    333 West Vine St
    Lexington, KY 40507, USA
    Lexington

    1000 Vine Center
    333 West Vine St
    Lexington, KY 40507, USA
    Jeffersonville

    702 North Shore Drive
    #500
    Jeffersonville, IN 47130, USA
    Jeffersonville

    702 North Shore Drive
    #500
    Jeffersonville, IN 47130, USA
    Cincinnati

    201 East Fifth Street
    Suite 2100
    Cincinnati, OH 45202, USA
    Cincinnati

    201 East Fifth Street
    Suite 2100
    Cincinnati, OH 45202, USA
    Indianapolis

    9229 Delegates Row
    Suite 250
    Indianapolis, IN 46240, USA
    Indianapolis

    9229 Delegates Row
    Suite 250
    Indianapolis, IN 46240, USA
    Chicago-LaSalle

    231 LaSalle Drive

    Chicago, IL 60604, USA
    Chicago-LaSalle

    231 LaSalle Drive

    Chicago, IL 60604, USA
    Providence

    1300 Division Blvd, Suite 202

    West Warwick, RI 02893, USA
    Providence

    1300 Division Blvd, Suite 202

    West Warwick, RI 02893, USA
    Boston

    131 Dartmouth St

    Boston, MA 02116, USA
    Boston

    131 Dartmouth St

    Boston, MA 02116, USA
    New Orleans

    1100 Poydras Street
    #3400
    New Orleans, LA 70163, USA
    New Orleans

    1100 Poydras Street
    #3400
    New Orleans, LA 70163, USA
    Opportunity.Opportunities.MoreJobLocations Opportunity.Opportunities.LessJobLocations

Opportunity.OpportunityDetail.JobDetails

Opportunity.OpportunityDetail.Description

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. 

 

Due to the sustained growth and success of our Deal Advisory practice, we currently have career opportunities for Senior Associates with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2024, our team advised on ~600 deal with an aggregate transaction value exceeding $19B.

 

Our ideal candidate will have a minimum three years of progressive experience, preferably within a professional services or public accounting firm, with demonstrated interest or experience performing financial due diligence (FDD). This role will work with and learn from nationally recognized industry leaders and presents a strong opportunity for advancement.

 

What your day(s) looks like:

The Senior Associate will be an important part of a multi-disciplined team, and will have responsibility for executing many aspects of the financial due diligence process including:

  • Understanding key business drivers that impact reported profitability
  • Analyzing historical financial and operating results of target companies to explain business trends and identify risks
  • Evaluating the quality of historical earnings
  • Understanding critical assets and liabilities included in balance sheets of target companies
  • Analyzing the working capital requirements of the target companies
  • Identifying US GAAP departures included in target companies’ financial statements
  • Challenging assumptions related to future financial projections
  • Identifying critical post-closing matters to be addressed to ensure improvements in profitability and cash flows
  • Interacting extensively with personnel of the target companies and the client
  • Preparing due diligence reports outlining analyses and findings

 

What you need for this role:

  • Bachelor's Degree in Accounting (preferred), Finance or related business discipline
  • A minimum of 3 years of progressive experience in a client facing professional services environment; demonstrated experience or completion of a rotation program within a dedicated financial due diligence (FDD) practice preferred
  • Active CPA or in-progress is required
  • Excellent project management, analytical, interpersonal, oral and written communication skills
  • Ability to thrive and adapt in a fast-paced, dynamic environment
  • Ability to prioritize tasks and work efficiently on highly analytical tasks
  • Superior client service focus
  • Ability to travel up to 15%

 

What we offer you:

  • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect. 
  • The opportunity to innovate and do work that motivates and engages you. 
  • A collaborative environment focused on enabling you to further your career growth and continuous professional development. 
  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing. 
  • Flexibility to do impactful work and the time to enjoy your life outside of work. 
  • Opportunities to connect and learn from professionals from different backgrounds and with different cultures.

 

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure.

 

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $73,500 to $138,200. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

 

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.  

 

This role is expected to accept applications for at least five calendar days.  

 

Candidates must demonstrate they are eligible to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. 

 

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter, and Facebook.

 

© 2025 Cherry Bekaert. All Rights Reserved.

 

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Opportunity.OpportunityDetail.Qualifications