Senior Associate, Corporate Transactions Group - FDD

Overview

This role supports corporate transactions engagements focused on the operational and execution aspects of the M&A life cycle—from early-stage diligence through to post-close implementation. You will work with a motivated team across a variety of industries, providing clients with an integrated due diligence approach that emphasizes key value drivers alongside financial analysis.

Responsibilities

• Assist with core financial due diligence by identifying key risks and potential deal breakers, assessing strengths and weaknesses against industry benchmarks, and supporting evaluation of potential transactions in the context of client investment strategy.
• Analyze detailed financial statement information, including income statement, balance sheet, cash flow, and key operational data; synthesize and convert information into insights used to drive discussions with target management and form observations and conclusions.
• Assess the quality of the target company’s reported earnings, net assets, and cash flows.
• After investigative analysis, assist with construction of deal-oriented reports and presentations highlighting key financial, commercial, and other findings, including the drivers behind maintainable profits and cash flows.
• Support articulation of how findings should be incorporated into client valuation and sale/purchase agreement items, including other negotiating points.
• Participate in meetings and conference calls with target company management and client personnel; serve as a secondary point of contact for day-to-day execution matters.
• Build and maintain client relationships and pursue business development opportunities.
• Counsel and mentor CTG associates and analysts.
• Participate in training initiatives (developing and teaching courses) to develop associates and analysts.
• Research technical accounting topics relevant to financial due diligence engagements.
• 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 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 interpersonal and communication skills (written and verbal), including the ability to articulate to senior members of target management, client representatives, and colleagues.
• Proficient in basic project management skills.
• Ability to work effectively both as a team member in a collaborative setting and as an individual contributor.
• Ability to travel for projects and as needed.
• Ability to thrive and be effective in a fast-paced setting.

Compensation & Benefits

• Base salary: $130,000 annually, dependent on variables including education, experience, skills, and geography.
• Discretionary bonus program: offered based on multiple factors, including individual and firm performance. Ask your recruiter for details.

Benefits Summary

• Full-time positions and part-time positions over 30 hours.
• Regular employees working 30 or more hours per week are eligible for fringe benefits including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages (rates determined periodically) and a 401(k) retirement savings plan.
• Eligibility permitting, employees also receive an annual discretionary contribution to their 401(k) retirement savings plan.
• Paid time off includes 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.