Senior Associate​/Manager FDD

Finance Director

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.

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