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 role supports clients throughout the transaction lifecycle, helping them evaluate and create value through mergers, acquisitions, divestitures, capital markets transactions, and related work. You will perform financial due diligence on income statement and balance sheet areas, analyze operational data and working capital, and identify risks and business drivers. You will lead preparation of client reports, including Quality of Earnings reports, and develop tailored transaction advisory reports addressing matters such as normalized earnings, valuation assumptions, budgets, indebtedness, borrowing base calculations, business combinations, and carve-out financial statements. The role also involves business development support, utilization targets, and supervising, training, mentoring, and evaluating associates. Travel may be required, with expected travel up to 25%.
Requirements
- Bachelor's degree in Accounting or a related field.
- 2 to 6 years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level.
- 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.
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, capital markets transactions, and related transactions.
- Perform financial due diligence on key income statement and balance sheet areas.
- Formulate questions and propose basic adjustments based on identified risks and business drivers.
- Lead analysis of operational data, net working capital, debt, and debt-like items.
- Lead initial drafts of client reports, including Quality of Earnings reports, highlighting financial findings and drivers of sustainable profits and cash flows.
- Create tailored transaction advisory reports addressing issues such as normalized earnings, valuation model assumptions, management budget achievability, indebtedness, borrowing base calculations, business combinations, and carve-out financial statements.
- Collaborate 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.
- Travel as needed; expected travel is up to 25%.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
