Corporate Finance Associate

Overview

A group of market-leading SaaS software companies serving industries such as behavioral health, transportation, and childcare is seeking a Corporate Finance Associate. Since 2016, this organization has acquired over 50 businesses and focuses on leveraging people and data to drive organizational growth. Supported by experienced leadership and investors, the team aims to support SaaS companies through shared knowledge and resources.

Responsibilities

• Execute financial, tax, insurance, and related diligence tasks across multiple active transactions
• Build and analyze core financial diligence elements including Quality of Earnings, Net Working Capital, Indebtedness, Monthly Recurring Revenue (MRR), and run-rate performance
• Translate complex company data into key risks and actionable insights for internal teams
• Collaborate with founders, legal, tax, HR, technology teams, bankers, and leadership throughout deal stages
• Support purchase agreement components such as working capital, post-close adjustments, and earnouts
• Organize diligence findings to facilitate onboarding of newly acquired companies
• Assist with sell-side processes, including dataroom preparation and responses to buyer diligence inquiries
• Conduct financial analyses to guide capital allocation, valuation, and broader strategic decisions
• Analyze SaaS operating metrics such as revenue retention, Rule of 40, and other key performance indicators
• Manage multiple engagements in a fast-paced, deadline-driven environment

Requirements

• 2 to 4+ years of experience in financial due diligence, transaction advisory, investment banking, private equity, consulting, or public accounting
• Bachelor’s degree in Accounting, Finance, Economics, or a related quantitative field
• Proficiency in building and interpreting Quality of Earnings, Net Working Capital, Indebtedness, MRR, and run-rate analyses
• Strong understanding of GAAP accounting principles and financial statement mechanics, including cash-to-accrual conversion
• Advanced Excel skills with the ability to synthesize large datasets into clear conclusions
• Ability to manage multiple projects with strong attention to detail
• Clear and confident communication skills with executives, founders, and external advisors
• Sound judgment and ability to work effectively under deadlines
• Humble, coachable, self-aware, and open to feedback for continuous growth
• CPA certification preferred but not required

Compensation & Benefits

• Target salary range: $130,000 to $150,000
• Total rewards package includes annual bonus, employer-paid benefits, learning and development stipend, and incentive pay for eligible roles
• Individual pay varies based on experience, location, internal equity, and other business factors
• Employee pay and compensation programs are reviewed annually to ensure fairness and competitiveness

Equal Opportunity

This employer is an equal opportunity organization committed to diversity and inclusion. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.