Financial Due Diligence Senior Associate
About The Position
As a Financial Due Diligence Senior Associate, you will focus on middle-market transactions and provide financial due diligence and transaction advisory services to clients, private equity investors, and asset-based lenders. The Financial Due Diligence solution brings together integrated capabilities to support clients throughout the transaction lifecycle, including mergers, acquisitions, divestitures, capital-markets transactions, and carve-outs. The role involves examining financial and operational information, identifying risks and business drivers, and preparing tailored reports that help clients evaluate investments and understand sustainable earnings and cash flows. You will also contribute to business development, manage engagement work, and supervise, train, and mentor associates. The position follows Grant Thornton’s hybrid work model and requires in-person attendance at least three days per week at a Grant Thornton office or client site. Travel may be required as needed, with expected travel up to 25%.
Requirements
- Bachelor’s degree in Accounting or a related field.
- Two to six years of related work experience in a similar consulting practice or function serving cross-industry clients at a national level.
- Solid experience in accounting, audit, or transaction advisory services.
- Strong current knowledge of US GAAP, GAAS, SEC reporting, transaction advisory services, or mergers and acquisitions.
- Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice.
- Strong leadership, business development, recruitment, training, and mentoring skills.
- Excellent written, presentation, leadership, and interpersonal communication skills.
- Ability to travel as needed; expected travel is up to 25%.
Nice To Haves
- Advanced degree preferred.
- CPA preferred, or CPA in process preferred.
- Prior relevant consulting experience preferred.
Responsibilities
- Perform buy-side and sell-side transaction advisory engagements, including carve-outs and similar services for clients, private equity investors, and asset-based lenders.
- Help organizations evaluate mergers, acquisitions, divestitures, and transactions within capital markets.
- Perform financial due diligence on key areas of the income statement and balance sheet.
- Formulate questions and propose basic adjustments based on identified risks and business drivers.
- Lead analysis of key operational data, net working capital, debt, and debt-like items.
- Lead initial drafts of client reports, including Quality of Earnings reports, highlighting key financial findings and drivers of sustainable profits and cash flows.
- Create tailored transaction advisory reports addressing matters such as normalized earnings, valuation model input assumptions, management budget achievability, indebtedness, borrowing base calculations, business combinations, and carve-out financial statements.
- Work with partners and senior managers on proposals and business development calls.
- Meet or exceed targeted billing hours (utilization).
- Supervise, train, and mentor associates.
- Assess associate performance for engagement and year-end reviews.
- Perform other duties as assigned.
Benefits
- Personalized and comprehensive benefits; specific offerings are described on the company’s benefits website.
- Employees may be eligible for a discretionary annual bonus based on individual and firm performance, subject to the applicable plan terms, conditions, and eligibility criteria.
- Work-life integration options and flexible work arrangements, including options related to work location, weekly schedule, and flex time off.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
