Financial Due Diligence Senior Associate

Grant Thornton•Charlotte, NC

About The Position

As a Financial Due Diligence Senior Associate, you will focus on middle-market transactions and serve dynamic organizations alongside experienced professionals offering a range of advisory services. Grant Thornton | Stax Transactions’ Financial Due Diligence solution includes integrated capabilities that support clients throughout the transaction lifecycle. The role provides opportunities to help clients evaluate transactions and achieve their business goals.

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.
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.
CPA or CPA in process.
Prior relevant consulting experience.

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 realize the potential of mergers, acquisitions, divestitures, capital-markets transactions, and other transactions.
Perform financial due diligence on key areas of the income statement and balance sheet.
Formulate questions and propose basic adjustments based on identified key 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 the drivers of sustainable profits and cash flows.
Create tailored transaction advisory reports addressing issues such as normalized earnings, valuation model input assumptions, achievability of management budgets, indebtedness considerations, 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.