Associate - Transaction Advisory Group - Financial Due Diligence

Associate – Transaction Advisory/Financial Due Diligence

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands‑on approach to solving our clients  problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

Global Transaction Advisory Group (TAG) is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy‑side and sell‑side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.

A&M’s Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.

As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including manufacturing, distribution, consumer, retail, restaurants, business and industrial services, healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earnings analyses and focuses on key value drivers for sponsors and lenders.

Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.

• Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients  investment strategy.
• Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.
• Assess the quality of the target company s reported earnings, net assets and cash flows.
• After an investigative analysis, assist in the construction of deal‑oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client s valuation and sale, purchase agreement and provide other negotiating points.
• Participate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day‑to‑day execution matters.
• Be actively involved in building and maintaining client relationships and other business development opportunities.

• A minimum of 2‑3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group.
• Bachelor s or Master s degree in Accounting and/or related major.
• Certified Public Accountant (CPA) or in the process of obtaining one.
• Working knowledge of U.S. GAAP and SEC reporting.
• High proficiency in Excel and PowerPoint.
• Excellent interpersonal and communication skills.
• Strong project management skills.
• Flexibility to work as both a team member and as an individual contributor.
• Ability to thrive and be effective in…