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Senior Associate - Transaction Services

EmbarkDallas OfficeOnsite

Experience a 45X+ award-winning culture!


Embarkers enjoy:

  • Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
  • Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
  • Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

  • Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
  • Comprehensive healthcare: 100% paid premiums for you and your family
  • Whole human growth: $150 monthly stipend for holistic development
  • Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
  • Financial support: Up to 3% 401(k) matching and financial advisory services
  • Team and community engagement: Monthly social events within your market, charitable matching, and great people!

What you’ll be doing…


  • Financial due diligence for both buy-side and sell-side transactions, which includes:
  • Data gathering, manipulation, and analysis
  • Building agendas and discussion points for meetings with client and/or target companies
  • Identifying key accounting issues and deal risks – including the identification, calculation, and documentation of quality of earnings and net working capital adjustments
  • Communicating and interacting with both internal and external leaders on a daily basis
  • Coaching and development of less experienced team members
  • Participating in firm initiatives and recruiting efforts

To be a good fit for our Senior Associate role you will have:


  • Bachelor’s degree in Accounting required (advanced degree is a plus)
  • CPA designation preferred
  • Between 2 to 4 years of experience in Big 4/public accounting performing audits and related services for a diverse client base, and at least 1+ years of transaction services/due diligence experience
  • Experience identifying, calculating, and documenting adjustments related to EBITDA and net working capital
  • Excellent writing and communication skills
  • Experience leading meetings with various members of management (both clients and target companies)
  • Microsoft Office proficiency with a focus on strong Excel and PowerPoint skills
  • The ability to work independently and on multiple projects concurrently
  • Attitude. We work hard and we’re having a blast doing it. What we’re doing is changing the world for the better, and we play to win
  • Hustle. Work well in a fast paced environment. We need somebody not to just keep the trains running on time, but to speed them up

Added bonus if you have:


  • Experience with complex financial analysis:
  • Recurring revenue metrics
  • Price volume analysis
  • Quality of revenue for healthcare companies
  • Inventory costing analysis

What's in it for you:


  • We pay 100% of insurance premiums for YOU & YOUR family
  • Typical salary range of $100,000- $125,000 based on experience
  • We match 50% to 6% on our 401K
  • Highly competitive salaries, unlimited PTO, great work life balance
  • Fully paid parental leave for all new parents
  • $150 Monthly stipend for family gym memberships
  • Clear promotion path up as well as into new divisions
  • Hyper growth Top 500 fastest growing companies in the nation
  • Monthly team outings (think: axe throwing, top golf, go-kart races)
  • All the technology you’ll need to be successful, the most advanced software,& accessories to ensure you get the job done in style

In closing...


If this role sounds exciting, apply and let's start the conversation!All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

Life at Embark

Embark is a regional consulting partner specializing in financial advisory. Our unique process focuses on complete customization to meet your specific needs. We want to help your business grow, without breaking the bank. Our team of ex-public CPA's are helping companies through the IPO process, the new ASC 606 revenue recognition standard, and the upcoming lease accounting changes. We've also helped develop and test SOX/internal control programs, provided due diligence reports, review and assist with finance related processes, implemented new accounting ERP's and provide help for PE-backed teams to launch their firm and get through their first audit. Our team is flexible and talented, and ready to help improve your bottom line. Let us know what's on your horizon so we can help! For inquiries email questions@embarkwithus.com *embark is not a CPA firm*
Thrive Here & What We Value1. Opportunity + Rewards to Make a Big Impact2. Unlimited PTO and Incentives3. $150/Month for Whole Human Development4. CPE Credits, Coaching & Quarterly Professional Development5. 100% Paid Healthcare (with optional pet insurance)6. Company-Paid Lunches and Monthly Social Events7. Career Advancement Opportunities8. Up to 3% 401K Matching & Complimentary Financial Advisory9. 24/7 Counseling for Employees and Loved Ones10. High Employee Satisfaction (99%)
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