Senior Associate - FDD; Financial Due Diligence

Overview

DPO&Co is a boutique M&A consulting and private investing firm serving private equity sponsors and founder-led businesses across the deal lifecycle. With deep experience in FDD, strategic advisory, portco operations, and fractional finance leadership, we think and act like investors—because we are. With a global delivery footprint and track record across 220+ projects and 80+ PE firms, we offer unmatched hands-on learning and impact.

Most firms put you in a silo — operations, finance & accounting, or strategy. You will own all these at DPO&Co, where you’ll:

• Independently lead work streams on deals from $10M to $400M EV, serving as the primary driver for assigned areas of financial due diligence
• Directly manage Analysts and Senior Analysts, providing guidance, oversight, and feedback to ensure quality and timely deliverables
• Serve as primary point of contact for specific diligence areas, interacting regularly with clients, management teams, and private equity sponsors
• Engage with clients and PE deal teams to deliver actionable insights, influencing deal terms and strategic decisions
• Contribute to business development and proposal efforts, including drafting scopes of work, pricing, and pitch materials
• Serve as interim finance leadership (e.g., Assistant Controller, FP&A lead) during integrations, standups, and standalone CFO Services engagements
• Gain exposure to tax diligence, purchase accounting, post-close reconciliations, and more
• Assist in executing and leading strategy and operations consulting engagements
• Join a lean team where your voice matters and your development is prioritized

• Lead small FDD and other engagements, and be a key contributor on larger, more complex projects
• Review and refine analyses prepared by junior staff, ensuring accuracy, consistency, and clarity in all work products
• Synthesize financial findings into client-ready deliverables, presenting clear narratives supported by rigorous analysis
• Manage client and target communications, responding promptly to requests and proactively addressing issues
• Assist in scoping and budgeting new engagements, providing input based on prior experience and understanding of client needs
• Collaborate with legal counsel on purchase agreements; provide inputs for earnouts, TSAs, etc.
• Build or review LBO models and valuation bridges to support client negotiations and IC materials
• Lead and execute in post-close activities, including opening balance sheet setup, ASC 805 entries, and reporting processes

• Bachelor’s (Master’s preferred) degree in Accounting, Finance, or a related field; CPA, CA, or CFA preferred or in progress
• 3–6 years of experience in financial diligence, audit, FP&A, or PE portfolio operations
• Strong understanding of US GAAP, IFRS, financial statements, and M&A accounting principles
• Familiarity with PE-style diligence, EBITDA bridges, and transaction structuring
• Experience with ERP systems such as Quick Books, Sage, Net Suite, SAP, Oracle
• Proficient in Excel and other MS Office tools;
  Power BI or Alteryx experience is a plus
• Comfortable managing ambiguity and multiple deadlines in a fast-paced environment
• Strong interpersonal and writing skills; able to communicate clearly with clients and team members

• A fast track to becoming a trusted advisor to PE firms and operators
• Cross-functional exposure that’s rare in traditional accounting or advisory firms
• Mentorship from senior professionals who have been in your shoes
• A culture built on integrity, collaboration, and a PE owner's mindset
• The chance to help shape a high-growth, entrepreneurial firm

At DPO&Co, you won’t just work on deals—you’ll help shape them, execute them, and lead what comes next. Apply now!