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Mowery & Schoenfeld

Transaction Advisory Senior Associate

RemoteNot specified
Published
Role
Finance
Experience
Senior
Company size
Mid-size
Salary not disclosed
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The listing doesn't say where it hires from. Check the description or the employer's site before applying.

No BS summary

Senior-level accounting or finance professional with 3+ years of relevant experience, preferably public accounting audit or advisory. Must have or be working toward CPA certification, understand GAAP, and be proficient in Excel and PowerPoint. Transaction advisory/M&A interest is central.

Core skills

GAAPExcelFinancial due diligence

Required skills

PowerPoint

What you'll do

  • Conducting 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.

What they require

  • Ambitious and curious accounting professional with a drive to problem solve, ongoing learning, and exemplary client service.
  • Entrepreneurial mindset.
  • Mix of public and corporate accounting experience and interest in the transaction advisory space.
  • Strong understanding of GAAP.
  • Ability to problem solve and see the whole picture of an engagement.
  • 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).
  • Preferred: CFA or CMA designation is a plus.
  • A basic understanding of the M&A process with a desire to learn more.
  • Strong written communication ability.
  • Excel and PowerPoint proficiency.
  • Ability to work independently.
  • Intellectually curious – You think critically, ask better questions, and don’t settle for surface-level answers.
  • Hardworking – You bring determination and follow-through, especially when it matters most.
  • Personable – You build trust naturally—with clients and teammates alike.
  • Driven – You care about growth, accountability, and becoming exceptional at your craft.
  • Client Service Oriented – You understand that responsiveness, quality, and relationships are what define great firms.
  • Take initiative without waiting to be asked.
  • Care about the details and the bigger picture.
  • Communicate clearly and confidently.
  • Are career driven and motivated.
  • Want to be part of a team that pushes each other to be better.

Benefits

  • Meaningful client relationships – not just compliance work.
  • A team of high performers – not passengers.
  • Clear expectations and accountability – not ambiguity.
  • Opportunities to grow into leaders – not static roles.
  • A voice in shaping the firm’s future – not just executing tasks.
  • Supportive environment focused on growth.
  • Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community.

Mowery & Schoenfeld, LLC is an accounting and advisory services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. The firm provides tax, assurance, transaction advisory, outsourced accounting, wealth management, international tax, and business advisory services.

🇺🇸 United StatesAccountingMid-size
Salary not disclosed