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 deliver insights that inform strategic decision-making. The role may require local or national travel depending on engagement needs. 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 role requirements and needs.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- 1–6 years of experience.
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.
- Strong analytical skills and the ability to synthesize financial data into client-ready insights.
- Effective written and verbal communication skills in client-facing environments.
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.
- Eligibility 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
