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Senior Associate – Transaction Advisory Services
SRGSenior Associate for Transaction Advisory Services at a remote consulting firm supporting complex transactions. Leading workstreams and mentoring Associates while working closely with clients and consultants.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling and advanced Excel, with a strong ability to lead workstreams and mentor team members. Proficient in project coordination and process improvement, while effectively communicating with clients and stakeholders.
Highest-signal resume keywords
Financial ModelingAdvanced ExcelCRM SystemsProject Management SoftwareMentoring
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingAdvanced ExcelProject CoordinationDeliverable DraftingClient Engagement
Soft Skills
CommunicationMentoringProblem SolvingOwnershipCollaboration
Tools & Technologies
Microsoft Office SuiteSalesforceProject Management Software
Certifications & Qualifications
CVACEPACPACFACFP
Industry Keywords
Succession PlanningClient ConsultingWorkstream LeadershipProcess Improvement
About the role
Key responsibilities & impact- Work directly with clients and the Senior Consultant on deals and succession plans
- Lead your own workstreams and take ownership of complex problems
- Draft and review deliverables for Senior Consultant approval
- Mentor Associates and share knowledge
- Assess project coordination processes and propose improvements
Requirements
What you’ll need- Bachelor's Degree plus 5 years of relevant experience
- Relevant credential preferred (e.g., CVA, CEPA, CPA, CFA, or CFP®)
- Advanced Excel and financial modeling skills required
- Strong working knowledge of the broader Microsoft Office suite
- Experience with CRM Systems (e.g. Salesforce) and Project Management Software
- Proven ability to lead and own workstreams
- Excellent written and verbal communication skills
- Ability to mentor and guide Associates without formal management authority
Benefits
Comp & perks- Continuous learning and apprenticeship
- Ownership and impact
- Frequent, direct feedback