32 transaction advisory jobs at 15 companies in Charlotte, NC
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Senior Associate, Transaction Advisory
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEBachelor’s in Accounting/Finance; 2+ years in audit or transaction services; CPA preferred; Masters preferred.
3w
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Senior Associate, Transaction Advisory - Healthcare & Life Sciences
Charlotte or Atlanta
OnsiteFull Time
2+ YOEBachelor's in accountancy/finance or related, minimum 2 years audit/transaction services experience at a large public accounting or consulting firm; CPA, master's and healthcare/life sciences experience preferred.
2mo
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Manager / Senior Manager, M&A Transaction Advisory
Chicago or Minneapolis or Charlotte
$120k-$177k/yr OnsiteFull Time
5+ YOE5+ years in transaction advisory/IB/PE/consulting, undergraduate degree in accounting/finance, CPA preferred; advanced financial modeling and Microsoft Excel skills; experience leading engagements and coaching teams; 5–20% travel.
Microsoft Excel, Power BI, Alteryx, SQL, Datacamp
1mo
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Transaction Advisory Senior Manager - Data Analytics
United States or Costa Mesa or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Omaha
$155k-$180k/yr OnsiteFull Time
5+ YOECPA required; Bachelor’s in Accounting/Business/Finance required (MBA preferred); 5+ years TAS experience and 3–4 years public accounting; US GAAP knowledge, strong communication, project management, and travel ability.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Project Environmental/Transaction Advisory Professional
Atlanta or Austin or Charlotte or Cincinnati or Cleveland or Columbus or Dallas or Houston or Miami or Milwaukee or Nashville or Orlando or Philadelphia or Phoenix or Pittsburgh or San Antonio or Tampa
FieldFull Time
5+ YOEBachelor's in environmental field,5+ years environmental consulting experience, M&A due-diligence experience, strong report writing, analytical skills, ability to work independently and travel to field sites.
3mo
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M&A Tax Advisory, Senior Manager
Charlotte or Chattanooga or Raleigh or Columbia or Charleston or Nashville or Greenville
RemoteFull Time
6+ YOELead day-to-day tax due diligence and structuring for M&A; manage teams; client-facing; 6–8 years in tax/transaction experience; CPA/JD preferred.
3d
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Financial Services - International Corporate Tax Advisory - Manager
Seattle or San Francisco or Charlotte or Chicago or San Jose or New York City or Iselin or Washington
$139k-$242k/yr HybridFull Time
4+ YOEBachelor's degree, 4–6 years of relevant experience, US CPA or state bar membership, international tax and transaction consulting expertise, and experience managing budgets, projects, and people.
2w
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Credit Officer II - Sports Finance and Advisory
Charlotte, North Carolina, United States
OnsiteFull Time
10+ YOE10+ years commercial banking experience, strong credit structuring and underwriting, financial statement and cash flow modeling, ability to manage complex transactions and client relationships; bachelor’s degree preferred.
2w
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Credit Officer II - Sports Finance and Advisory
Charlotte, North Carolina, United States
OnsiteFull Time
10+ YOERequires 10+ years in commercial banking or related credit fields, financial analysis, underwriting, cash flow modeling, credit structuring, complex transaction management, and strong client collaboration skills. Bachelor's degree preferred.
1mo
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Capital Markets, Securities & Public Company Advisory, Agency CMBS Securitizations, Mid-Level to Senior Associate
Charlotte or New York City
$260k-$390k/yr OnsiteFull Time
3+ YOE3+ years experience in capital markets/securitizations, experience drafting and negotiating CMBS transaction documents, managing complex closings, strong attention to detail and communication skills; law degree and US bar membership required.
3mo
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Value Creation Manager
Chicago or Arlington or Boston or Charlotte or Dallas or Edison or Los Angeles or New York or Philadelphia
$170k-$213k/yr HybridFull Time
6+ YOEBachelor’s degree; minimum 6 years’ experience in transaction advisory or related fields; professional certification; strong analytical and communication skills; travel as needed.
Microsoft Excel, PowerPoint, Data modeling
4w
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Investment Banking Associate/VP, M&A, Consumer & Retail (Multi-Unit Franchise)
Los Angeles or Charlotte
$200k-$250k/yr OnsiteFull Time
4+ YOE4+ years investment banking or transaction advisory experience; strong accounting, modeling and Excel skills; excellent communication, attention to detail, and ability to manage multiple projects.
Microsoft Excel
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Associate, Mergers and Acquisitions
Charlotte, North Carolina, United States
OnsiteFull Time
4+ YOEDegree in Finance or Accounting, 4+ years in investment banking/private equity/transaction advisory, proficiency with financial modeling, quality-of-earnings, due diligence, and Microsoft Excel/PowerPoint.
Microsoft Excel, Microsoft PowerPoint
1w
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Risk Director, Personal Wealth (Cash and Savings)
Malvern or Scottsdale or Charlotte
HybridFull Time
10+ YOERequires 10+ years in wealth management or personal investment advisory services, including 8+ years in risk and payments, hands-on debit card or transactional product launches, and an undergraduate degree.
Reg E, NACHA Operating Rules, AML/KYC, PCI-DSS
1mo
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SVP, Associate General Counsel – Broker-Dealer Regulatory Compliance
New York City or Fort Mill or Charlotte
$213k-$355k/yr OnsiteFull Time
10+ YOEExperienced attorney with 10+ years advising broker-dealer or investment advisory businesses on SEC/FINRA regulatory compliance, enforcement defense, and corporate transactions; proven team leadership and strategic judgment.
1d
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Tax Senior Manager - Corporate Taxation and Mergers and Acquisitions
Raleigh or Bethesda or Austin or Plano or Nashville or Tysons Corner or San Antonio or Fort Worth or Dallas or Norcross or Louisville or Chicago or Houston or Kansas City or Elgin or Orlando or Greenville or San Diego or Alpharetta or New Orleans or Augusta or Torrance or Warrendale or Rockville or Spring House or Royersford or Reading or Pittsburgh or Morgantown or Greensburg or Indianapolis or Fayetteville or West Warwick or Aiken or Wilmington or Denver or Marlton or Bedford or Allentown or Charlotte or Coral Gables or Tampa or Henrico or Sarasota or Lexington or Atlanta or Colorado Springs or Richmond or Arlington or Fort Lauderdale or Palm Beach Gardens or Jeffersonville or Virginia Beach or Cincinnati or Los Angeles or Orland Park or Gastonia or Jersey City or Waltham or United States
$174k-$278k/yr RemoteFull Time
10+ YOECPA and/or JD with 10+ years of federal tax experience, significant business taxation experience, and expertise in corporate taxation, M&A, transaction structuring, due diligence, research, writing, and client advisory.
3w
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Global Private Finance, Associate/Senior Associate
Charlotte or New York City
$120k-$160k/yr OnsiteFull Time
2+ YOEBachelor's in finance/business/accounting, 2+ years experience in private credit/IB/transaction advisory/commercial banking, strong credit and financial analysis, advanced Excel, Microsoft Office, and effective communication.
Microsoft Excel, Microsoft Office Product Suite
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