Senior Associate - Financial Due Diligence
About The Position
The Financial Due Diligence Senior Associate conducts in-depth financial analyses to support clients in evaluating acquisition and divestiture opportunities, collaborating with senior management and cross-functional teams. The role includes preparing detailed reports, participating in client meetings, and using financial tools to provide insights that inform strategic decision-making. The position executes financial due diligence analyses with moderate independence and applies judgment to identify issues, trends, and risks relevant to transaction decisions. Travel may be required based on engagement needs and can include local or national travel. Workload may increase during active transaction phases and reporting timelines, and scheduling flexibility is needed to meet client deadlines and engagement delivery requirements. Most roles at RSM follow a hybrid workstyle, with team members aligned to an RSM office and working in person when it supports clients, teams, development, or relationship-building; some roles may be virtual or primarily on-site based on requirements and priorities.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- 1–6 years of experience.
- Strong analytical skills and the ability to synthesize financial data into client-ready insights.
- Effective written and verbal communication skills in client-facing environments.
- Flexibility to meet client deadlines and engagement delivery requirements.
- Travel as required by engagement needs, which may include local or national travel.
Nice To Haves
- Experience performing financial due diligence, audit, or transaction-related analyses.
- Exposure to quality of earnings, working capital, or transaction modeling concepts.
- Progress toward CPA or equivalent professional certification.
Responsibilities
- Execute financial due diligence analyses with moderate independence, including quality of earnings, normalized performance, and working capital considerations.
- Support preparation of client deliverables, reports, and supporting analyses.
- Participate in client interactions, meetings, and information-gathering discussions.
- Collaborate with engagement team members and specialists to support integrated deal insights.
- Apply sound judgment to identify issues, trends, and risks relevant to transaction decision-making.
Benefits
- Competitive benefits and compensation package.
- Eligible for a discretionary bonus based on firm and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
