Senior Associate​/Manager FDD

Description

The salary range for this position is $150,000 - $160,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance.

To apply to this hybrid role please send your resume to john.sadofsky.

Job Description:

+ 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

What You'll Do

+ 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

Requirements

Qualifications

+ Bachelor's (Master's preferred) degree in Accounting, Finance, or a related field; CPA, CA, or CFA preferred or in progress

+ 5-8 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

To apply to this hybrid role please send your resume to john.sadofsky.

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Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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