M&A Insurance Advisory - Senior Associate

Overview

This role supports the organization’s M&A Insurance Advisory practice. The position is considered remote, but as a remote employee you may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

Responsibilities include but are not limited to:

• Support the growing M&A Insurance Advisory practice
• Review financial due diligence reports, acquisition agreements, and representation and warranty insurance (RWI) policies
• Facilitate virtual interviews with technical accounting experts and diligence providers
• Communicate diligence findings in written deliverables, clearly articulating the basis for recommendations
• Provide timely and comprehensive responses to clients regarding accounting and valuation considerations
• Conduct GAAP research

Requirements

• Bachelor’s degree in Accountancy, Finance, Business Administration, or related field
• 3+ years of experience providing financial/accounting due diligence
• CPA preferred but not required
• CFF or CFE designations are a plus
• Experience assessing the sufficiency of financial diligence procedures in the context of mergers and acquisitions
• Significant case experience regarding complex transactions and accounting considerations
• Experience managing multiple complex engagements simultaneously
• Excellent analytical and organizational skills
• Significant flexibility of work schedule to meet client needs
• Excellent analytical and problem-solving skills
• Excellent analytical, problem-solving, and root cause determination skills
• Strong written and verbal communication skills
• Ability to lead a team in a deadline-driven environment; natural self-starter and independent thinker
• Action-oriented, decisive approach with a willingness to take a hands-on role to ensure deliverables are met on time with high quality
• Proficient in Microsoft Office
• Strong attention to detail with the ability to work independently

Preferred Qualifications

• CPA
• CFF or CFE designations

Location

Remote (may require periodic in-office presence with scheduled notice for client work, team meetings, or trainings).