M&A Associate Advisor POST NUMBER: 471448

Job Summary:

The M&A Associate Advisor serves as a key financial and transactional partner within the firm, responsible for supporting all aspects of deal execution from initial analysis through closing. This role leads financial modeling, manages data rooms and document flow, and ensures the accuracy, organization, and integrity of transaction-related information to support informed client decisions. Working closely with the Managing Partner, the M&A Associate Advisor participates in client meetings, presentations, and strategic discussions, while also identifying opportunities to enhance efficiency through process improvements and emerging technologies. This position plays a critical role in delivering a seamless, high-quality client experience and driving successful transaction outcomes.

Duties/Responsibilities:

• Serve as right-hand resource to Managing Partner
• Produce accurate financial models
• Produce CIMs (Confidential Information Memo)
• Manage document and data rooms
• Streamline workflows
• Leverage AI emerging tools to drive smarter, more efficient deal execution
• Perform other related duties as assigned

Qualifications:

• Bachelor’s degree in Accounting or equivalent
• 2 years of Audit or Transaction Advisory Services (TAS) experience at regional or national accounting firm
• Financial modeling experience
• Technical accounting experience
• Advanced Microsoft Excel skills
• Strong time management and organizational abilities
• Highly organized, detail-oriented, and conscientious
• Professional demeanor, appearance, personality and polished presentation

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.