Senior Associate – Transaction Advisory Services (TAS) at Robert Half

Join Robert Half's dynamic Transaction Advisory Services (TAS) team as a Senior Associate in the heart of Chicago's thriving financial district. This hybrid role offers a salary range of $135,000 - $190,000 plus performance bonus, making it an exceptional opportunity for finance professionals seeking high-impact careers in M&A advisory, private equity due diligence, and transaction structuring. Robert Half is a leader in financial services, empowering professionals to drive value in buy-side and sell-side transactions for private equity firms, direct lenders, and corporate clients.

About the Role

In this pivotal Senior Associate position within Transaction Advisory Services, you'll dive deep into the complexities of mergers and acquisitions, financial due diligence, and deal advisory. Operating in a fast-paced, entrepreneurial environment, you'll collaborate with senior leaders to assess business strengths, uncover risks, and align transactions with client investment strategies. This role is perfect for motivated professionals with a passion for financial analysis who want to make a tangible impact on high-stakes deals. As part of Robert Half's Chicago team, you'll enjoy hybrid flexibility, combining in-office collaboration with remote efficiency, all while advancing your career in one of the nation's top financial hubs.

Transaction advisory careers at Robert Half are defined by innovation and client success. You'll analyze historical and projected financial trends, conduct quality of earnings assessments, and evaluate working capital dynamics to guide clients through intricate buy-side and sell-side processes. This position demands sharp analytical minds ready to tackle complex challenges and deliver actionable insights that shape multimillion-dollar decisions.

Key Responsibilities

As a TAS Senior Associate, your role will span the full transaction lifecycle:

• Partner with senior personnel and clients to craft solutions for intricate transactional issues, ensuring alignment with strategic objectives.
• Lead buy-side and sell-side diligence, including in-depth analysis of historical financials, operating trends, quality of earnings, working capital, and net debt.
• Author persuasive reports that distill complex data into clear takeaways and present findings in high-level management meetings.
• Scrutinize transaction agreements, customer contracts, and vendor agreements to identify risks and opportunities.
• Collaborate across teams in performance improvement, restructuring, and investment banking to provide holistic advisory services.
• Mentor junior staff through internal trainings and promote best practices in transaction advisory.
• Contribute to talent acquisition efforts and firm growth initiatives, helping build Robert Half's TAS practice.
• Foster a high-performing, inclusive culture rooted in shared values and professional excellence.

Required Qualifications

To excel in this Senior Associate role, candidates should possess:

• A Bachelor's degree in Accounting, Finance, Business, or a related discipline; advanced degrees or certifications (CPA, CFA) highly preferred.
• 3-5+ years of progressive experience in transaction services, due diligence, M&A advisory, or Big 4 consulting.
• Proven expertise in financial modeling, quality of earnings analysis, and working capital assessments.
• Strong proficiency in Excel, PowerPoint, and financial research tools; familiarity with deal databases a plus.
• Exceptional written and verbal communication skills for report drafting and client presentations.
• Demonstrated ability to thrive in collaborative, entrepreneurial settings with tight deadlines.
• Deep understanding of private equity, direct lending, and corporate transaction dynamics.
• A commitment to integrity, inclusivity, and continuous professional growth.

Chicago TAS jobs demand professionals who can blend technical acumen with business savvy, and Robert Half seeks top talent ready to elevate their transaction advisory careers.

Why Join Us

Robert Half offers more than a job—it's a launchpad for your transaction advisory career. Enjoy a competitive salary ($135,000-$190,000 + bonus), comprehensive benefits including medical, vision, dental, life, and disability insurance, plus hybrid flexibility in Chicago, IL. Thrive in an inclusive, values-driven culture where your contributions drive real client value and firm growth. With opportunities for internal mobility, trainings, and exposure to marquee private equity deals, this role positions you for partnership-track advancement. Apply now by sending your resume to john.sadofsky@roberthalf.com and step into a rewarding future with Robert Half's TAS team. Keywords: TAS jobs Chicago, transaction advisory careers, M&A due diligence roles, private equity advisory positions.