Senior Consultant- Financial Due Diligence Analytics

Overview

This role supports financial and analytical workstreams across buy-side and sell-side financial due diligence (FDD) engagements, including carve-outs and divestitures. Responsibilities include building financial models and data/visualization tools, drafting client-facing materials, participating in management interviews, and applying analytics and automation to improve diligence workflows.

Responsibilities

• Execute financial and analytical workstreams across buy-side and sell-side FDD engagements, including carve-outs and divestitures, covering:
  • quality of earnings analysis
  • net working capital assessments
  • EBITDA normalization
  • cash flow evaluation
• Analyze large and complex datasets spanning transactional, operational, and financial records to identify:
  • underlying business performance trends
  • margin dynamics
  • revenue quality
  • potential deal risks and opportunities
• Build financial models, data pipelines, and visualization tools (including Power BI, Tableau, Alteryx, Excel, Snowflake, Databricks, and SQL) to surface actionable insights for client deliverables and internal review
• Draft and contribute to client-facing reports, executive summaries, presentations, and data books that communicate analytical findings to deal stakeholders
• Participate in management interviews of target company executives and collaborate with cross-functional due diligence teams, including tax, legal, IT, and operational teams
• Apply programming languages and analytics platforms (including SQL, Python, R, and Alteryx) to automate data processing and improve diligence workflow efficiency and scalability
• Contribute to developing and implementing firm-approved, AI-enabled client solutions in accordance with policies on data protection, intellectual property, and professional standards
• Stay current on emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
• Manage project workstreams, coordinate data requests, and ensure deadlines are met across concurrent engagements
• Provide coaching and guidance to junior team members

Requirements

• 3-5 years of experience in financial due diligence, transaction analytics, public accounting, audit, or a related financial services or advisory role
• Working knowledge of quality of earnings, net working capital, and EBITDA analysis in an M&A or transaction context
• Proficiency with one or more analytics and data visualization tools, including:
  • Power BI, Tableau, Alteryx, SQL, Python, R, or advanced Excel (SUMIFS, INDEX/MATCH, Power Query, etc.)
• Strong analytical and problem-solving skills, with the ability to work through ambiguous data environments under tight timelines
• Experience collaborating within project teams and managing individual workstreams with minimal supervision
• Comfort with AI, including demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Continuous learning mindset, including openness to learning and applying emerging technologies (including AI and automation) in alignment with firm policies and client standards
• Willingness to travel up to 30% (travel varies based on client preferences)

Qualifications

• Bachelor’s degree in Accounting, Finance, Data Science, Statistics, Economics, or a related field
• CPA eligible or actively pursuing CPA preferred; CFA a plus; prior audit or public accounting experience a plus

Compensation & Benefits

• Comprehensive healthcare options, including medical, dental, and vision coverage
• Flexible spending accounts
• 401(k) with company matching
• Generous parental and maternity leave policies
• Technology stipends
• Wellness reimbursement programs

Equal Employment Opportunity (EEO)

The employer provides equal employment opportunities (EEO) to all employees and applicants for employment and is committed to complying with all federal, state, and local laws. Discrimination and harassment are prohibited on any protected characteristic. The employer also complies with pay transparency and labor laws applicable to terms and conditions of employment.