CareerPlan

Senior Associate, Corporate Transactions Group - FDD

Miami, FL, USFull-time2026-11-07 → 2026-11-09

Core

Senior Associate providing integrated financial due diligence for buy-side and sell-side M&A transactions, focusing on risk identification, earnings quality assessment, and deal-oriented reporting.

Role type

Senior IC financial due diligence associate

Builds

Deal-oriented reports, presentations, and valuation inputs for corporate and private equity clients

Domain

Corporate Finance / Mergers & Acquisitions

Required skills

Financial accounting due diligence, US GAAP, SEC reporting, purchase accounting, financial statement analysis, Excel, PowerPoint, client relationship management, team mentoring

Preferred skills

CPA certification, technical accounting research

Technologies

Excel, Word, PowerPoint, databases

Responsibilities

Assist with core financial due diligence to identify risks and deal breakers; Analyze detailed financial statements and operational data; Assess quality of reported earnings, net assets, and cash flows; Construct deal-oriented reports and presentations; Participate in meetings with target management and client personnel; Counsel and mentor associates and analysts; Research technical accounting subjects; Coordinate with other service groups; Delegate work and review associate performance