Senior Financial Due Diligence Associate

Responsibilities

• Perform buy-side and sell-side transaction advisory engagements, providing carve-outs and similar services to clients, private equity investors, and asset-based lenders.
• Help organizations realize the potential of mergers, acquisitions, and divestitures as well as various transactions within the capital markets.
• Perform financial due diligence on key areas of the Income Statement and Balance Sheet.
• Formulate questions and propose basic adjustments based on the identification of key risks and business drivers.
• Lead analysis on key operational data, net working capital, debt, and debt-like items.
• Lead initial drafts of reports (including Quality of Earnings reports) for clients that highlight the key financial findings of potential investments as well as the drivers behind sustainable profits and cash flows.
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management’s budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements.
• Team with partners and senior managers on proposals and business development calls.
• Meet or exceed targeted billing hours (utilization).
• Supervise, train and mentor associates.
• Assess performance of associates for engagement and year‑end reviews.

• Bachelor’s degree in Accounting or related field required; advanced degree preferred.
• 2 to 6 years of related work experience in a similar consulting practice or function servicing cross‑industry clients at a national level required.
• CPA preferred or CPA in process preferred.
• Solid experience in accounting, audit, or transaction advisory services.
• Strong current knowledge of US GAAP, GAAS, SEC Reporting, transaction advisory services or mergers and acquisitions.
• Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice.
• Excellent written, presentation, leadership, and interpersonal communication skills.
• Prior relevant consulting experience preferred.