M&A Accounting Lead
About The Position
We are seeking a detail-oriented and dependable M&A Accountant to join our accounting team. This position will play a key role in supporting mergers and acquisitions activities from a technical accounting perspective, including performing financial due diligence, reviewing purchase agreements, providing working capital calculations, tracking and valuing contingent consideration, opening balance sheet valuations, and other post-close related accounting activities. This role will partner closely with internal stakeholders and external advisors to evaluate complex accounting issues, prepare technical accounting analyses, and support transaction-related decision making. This position is ideal for an accounting professional with 2–5 years of progressive accounting experience including meaningful exposure to M&A transactions and technical accounting matters who demonstrates strong analytical skills, attention to detail, and a solid understanding of GAAP, and who is eager to support strategic transactions and contribute to the organization’s growth.
Requirements
- Bachelor’s degree in Accounting
- 2–5 years of progressive accounting experience (public accounting or corporate environment preferred)
- Solid understanding of Generally Accepted Accounting Principles (GAAP)
- Advanced Excel skills and strong analytical capability
- Experience working in modern ERP environments (Workday, NetSuite, Sage Intacct, or similar)
- Strong attention to detail and excellent analytical skills
- High level of integrity and ability to handle confidential financial information
- Effective written and verbal communication skills
Nice To Haves
- CPA license or CPA exam candidate / progress toward certification
- Experience with month-end close processes in a mid-sized or larger organization
- Familiarity with financial reporting, budgeting, and variance analysis
- Exposure to private equity–backed or acquisitive environments
- Experience in Private Wealth Management, Institutional Retirement/OCIO, or Business Management industries
- Experience with Workday ERP
- Knowledge of additional BI and ELT tools such as Power BI, Tableau, or advanced Excel macros/tools (e.g., Power Query) for reporting
Responsibilities
- Support the execution of financial due diligence by analyzing detailed financial statement data and preparing supporting schedules and analyses.
- Ensure the accuracy and integrity of financial information used in due diligence by validating completeness and consistency.
- Prepare and analyze financial statements and conduct research on accounting records and supporting documentation.
- Perform data collection and document review to accounting for all acquisitions activities
- Perform working capital calculations
- Perform opening balance sheet valuations and calculations
- Review, support, and document the valuation of contingent consideration, including coordination with thirdâparty valuation specialists and preparation of related accounting conclusions
- Tracking of contingent consideration for all acquisitions
- Support general accounting and close activities as needed, with a primary focus on transaction-related and technical accounting matters
- Ensure compliance with US GAAP and internal accounting policies and participate in maintaining effective internal controls
- Support external and internal audits by preparing schedules, gathering documentation, and responding to auditor inquiries
- Identify and implement process improvements to increase efficiency and accuracy in accounting operations
- Maintain organized financial records, workpapers, and documentation to ensure audit readiness and operational accuracy
Benefits
- Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits.
- Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
