Senior Associate - Transaction Advisory Group - Financial Due Diligence

Overview

This role is for a Senior Associate in Transaction Advisory / Financial Due Diligence within the organization’s Global Transaction Advisory Group (TAG). The team provides financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, and environmental, technical & sustainability (ETS) services, supporting private equity, hedge funds, sovereign wealth, family offices, and corporate clients.

The position is available in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.

Responsibilities

• Assist with core financial due diligence to identify key risks and potential deal breakers, assess business strengths and weaknesses against industry benchmarks, and support evaluation of potential transactions in line with clients’ investment strategies.
• Analyze detailed financial statement information (income statement, balance sheet, cash flow) and key operational data; synthesize and convert findings into meaningful insights to support discussions with target management.
• Assess the quality of a target company’s reported earnings, net assets, and cash flows.
• Support the development of deal-oriented reports and presentations summarizing key financial, commercial, and other findings, including drivers behind maintainable profits and cash flows.
• Help articulate how findings should be incorporated into client valuation, sale/purchase agreements, and other negotiation points.
• Participate in meetings and conference calls with target company management and client personnel, serving as a secondary point of contact for day-to-day execution matters.
• Build and maintain client relationships and support business development opportunities.

Qualifications

• Minimum 2-4 years of audit and financial accounting due diligence experience at a top accounting firm, including a minimum of 1 year of that experience in financial due diligence.
• Bachelor’s or Master’s degree in Accounting and/or a related major.
• Certified Public Accountant (CPA) or in the process of obtaining one.
• Working knowledge of US GAAP and SEC reporting.
• High proficiency in Excel and PowerPoint.
• Excellent interpersonal and communication skills.
• Strong project management skills.
• Ability to work effectively both as a team member and as an individual contributor.
• Ability to thrive and be effective in fast-paced settings.

Compensation & Benefits

• Base salary: $130,000 annually, dependent on variables including education, experience, skills, and geography.
• Discretionary bonus program: based on multiple factors, including individual and firm performance.
• Regular employees working 30 or more hours per week may 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
  • annual discretionary contribution to the 401(k) retirement savings plan (provided eligibility requirements are met)
• Paid time off: 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 days vary based on tenure and role type.

Additional Information

The organization recruits on an ongoing basis; candidates are considered as they apply until the opportunity is filled.

The organization does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment, and violations may result in criminal penalties and civil liability.