Overview
An established financial advisory firm with over 50 years of experience is seeking an Associate to join their Quality of Earnings (QOE) team. This role supports buy-side and sell-side transaction engagements by delivering high-quality financial insights through detailed due diligence and analysis. The position is remote but candidates located in or near the Dallas/Fort Worth area are strongly preferred to facilitate team collaboration and growth.
Responsibilities
- Perform Quality of Earnings analyses, including revenue and EBITDA normalization, working capital assessments, and identification of key financial trends
- Analyze historical financial statements and underlying data to assess earnings sustainability and risks
- Prepare detailed financial reports and client deliverables
- Identify and investigate unusual or non-recurring items impacting financial performance
- Support data requests and manage information flow during diligence processes
- Collaborate with team members to ensure accuracy, consistency, and timeliness of deliverables
- Communicate findings clearly to internal stakeholders and contribute to client discussions as appropriate
Requirements
- Bachelor’s degree in accounting, finance, or a related field
- Minimum of 2 years of experience in public accounting, preferably in audit or transaction advisory
- Direct experience with Quality of Earnings or financial due diligence strongly preferred
- CPA certification or progress toward CPA preferred
- Strong analytical and problem-solving skills with attention to detail
- Proficiency in Excel and financial modeling
- Curiosity and fluency in automated intelligence
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment
- Strong written and verbal communication skills
- Ability to work independently in a remote environment while maintaining high collaboration
Preferred Qualifications
- Experience working in a remote or hybrid work environment
- Familiarity with financial advisory services related to transactions
Compensation & Benefits
- Competitive compensation package
- Comprehensive benefits including 401(k) profit-sharing retirement plan
- Paid holidays, vacation, and sick leave
- Voluntary medical, dental, and vision coverage
- Company-paid life and disability insurance
Location
Remote position with a preference for candidates based in or near Dallas/Fort Worth, Texas to support team collaboration and growth.