Senior Associate, Transaction Services

CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services in the middle-market. We have offices in Denver, Detroit, and Boston. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide.

Our Transaction Services team serves middle-market private equity firms, founder-owned businesses, and investment professionals during any stage of the transaction process.

CFOx is seeking a Senior Associate to join its Transaction Services team in the Boston and Detroit offices. This is a unique opportunity to become part of a rapidly growing firm and play a pivotal role in shaping its direction, culture, and operations. This role requires a good understanding of private equity environments, strong financial acumen, a drive for excellence, and the ability to navigate a fast-paced and growing environment.

As a Senior Associate, you will work closely with the Vice Presidents to deliver strategic financial insights, drive operational improvements, and support growth initiatives for our clients. This role requires a deep understanding of private equity environments, strong financial acumen, and exceptional leadership skills.

Typical Transaction Services engagements include:

• Buy-Side & Sell-Side ‘Quality of Earnings’ Analysis
• Client liaison to due diligence provider and advisors during transaction process
• General due diligence on target acquisitions
• Financial diligence and modeling

• Assist in Transaction Services client engagements
• Prepare client deliverables, analyses, and reports
• Participate in the firm’s business development efforts
• Activate participation in the firm’s culture and operations
• Train and Develop Associates

• 2-4 years of transaction (TS or TAS) experience