Senior Associate

Transaction Services – Detroit, MI

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Firm Overview

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

Position Overview

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

Location & Work Arrangements 

This position can be located in our Detroit office in Troy, MI. We offer flexible, hybrid work arrangements to promote employee well-being, balance, and long-term success.

Role Responsibilities

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

Qualifications

  • 2-4 years of transaction (TS or TAS) experience
  • Previous audit experience is preferred
  • CPA license is preferred

Pay Range

  • Base Compensation: $90,000/year to $140,000/year
  • Bonus: Discretionary (Target: 10-20%)
  • Commission: Sales Commission Eligible
  • Benefits: Medical, Vision, Dental
  • Retirement: 401k Match
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