Senior Associate, Corporate Transactions Group - FDD

Overview

This role supports integrated financial due diligence within the Corporate Transactions Group (CTG) across the M&A deal lifecycle, from early-stage diligence through post-close implementation.

Responsibilities

• Assist with core financial due diligence, including:
  • Identifying key risks and potential deal breakers
  • Assessing strengths and weaknesses of the business against industry benchmarks
  • Evaluating the potential transaction in the context of the client’s investment strategy
• Analyze detailed financial statement information (income statement, balance sheet, cash flow) and key operational data, then synthesize the information into insights used to drive discussions with target management and develop observations and conclusions.
• Assess the quality of the target company’s reported earnings, net assets, and cash flows.
• Support the development of deal-oriented reports and presentations highlighting key financial, commercial, and other findings, including drivers behind maintainable profits and cash flows.
• Help articulate how findings should be incorporated into the client’s valuation, sale/purchase agreement, and other negotiating points.
• Participate in meetings and conference calls with target company management and client personnel, and serve as a secondary point of contact for day-to-day execution matters.
• Build and maintain client relationships and pursue other business development opportunities.
• Counsel and mentor CTG associates and analysts.
• Participate in training initiatives, including developing and teaching courses for CTG associates and analysts.
• Research technical accounting topics relevant to CTG to support exceptional client service delivery (relative to financial due diligence).
• Coordinate with other service groups and functional areas as appropriate during engagements.
• Delegate work to associates and analysts throughout engagements.
• Review and develop associates and analysts based on work performed.

Qualifications

• Minimum of 3 years of financial accounting due diligence experience (or equivalent) at a top accounting firm.
• Bachelor’s or master’s degree in accounting and/or a related major.
• Certified Public Accountant (CPA) or the equivalent of a CPA.
• Working knowledge of US GAAP, SEC reporting, and purchase accounting.
• High proficiency in Excel, Word, PowerPoint, and database skills.
• Excellent written and verbal communication and interpersonal skills, including the ability to articulate insights to senior members of target management, client representatives, and colleagues.
• Proficient in basic project management.
• Ability to thrive as both a team member in a collaborative setting and as an individual contributor.
• Ability to travel for projects and business needs as necessary.
• Ability to thrive in a fast-paced environment.

Compensation & Benefits

• Base salary: $130,000 annually, dependent on factors including education, experience, skills, and geography.
• Discretionary bonus program: available based on factors including individual and firm performance (ask a recruiter for details).

Benefits Summary (Full-time and Part-time Positions Over 30 hours)

Regular employees working 30 or more hours per week are eligible to participate in fringe benefits including:

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages (rates determined periodically)
• 401(k) retirement savings plan, including an annual discretionary contribution to the 401(k) (provided eligibility requirements are met)
• Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part-time employees), ten federal holidays, one floating holiday, and parental leave
• Vacation and personal day amounts vary based on tenure and role type

Location

Not specified in the provided description.