Financial Due Diligence Senior Associate
Core
Perform financial due diligence on middle-market transactions, including buy-side and sell-side engagements, to validate, optimize, and create value for clients.
Role type
Senior IC transaction advisory associate (financial due diligence)
Builds
Quality of Earnings reports, tailored transaction advisory reports, and carve-out financial statements
Domain
Professional services / Mergers and Acquisitions / Capital Markets
Required skills
US GAAP, GAAS, SEC Reporting, transaction advisory services, mergers and acquisitions, accounting, audit, income statement analysis, balance sheet analysis, net working capital analysis, debt analysis, valuation model input assumptions, normalized earnings, borrowing base calculations
Preferred skills
CPA, advanced degree, prior relevant consulting experience
Technologies
None stated
Responsibilities
Perform financial due diligence on key areas of the Income Statement and Balance Sheet; Lead analysis on key operational data, net working capital, debt, and debt-like items; Lead initial drafts of reports including Quality of Earnings reports; Create and design tailored transaction advisory reports; Team with partners and senior managers on proposals and business development calls; Supervise, train and mentor associates; Assess performance of associates for engagement and year-end reviews
Seniority
Senior, hands-on IC with mentorship responsibilities