Deals & Strategy Transaction Services Senior Associate
Core
Senior Associate in Deals & Strategy Transaction Services providing financial due diligence, SPA advice, and completion account reviews for M&A transactions.
Role type
Senior IC transaction services associate (M&A)
Builds
Financial due diligence reports, SPA advice, completion accounts, deal analytics
Domain
Professional Services / M&A / Financial Advisory
Required skills
Financial due diligence, SPA negotiation support, completion account review, business plan review, financial statement analysis, industry research, executive reporting, data analysis (Alteryx, Power BI), stakeholder management
Preferred skills
ACCA/ACA/CFA qualification, advanced data visualization, programming languages
Technologies
Alteryx, Power Query, Power Pivot, Power BI, AI tools
Responsibilities
Review financial statements and industry reports to analyze key business drivers; Prepare quantitative and financial analyses to identify risks and upsides; Collaborate with cross-functional teams on integrated due diligence offerings; Conduct interviews with client and target management to understand business operations; Coach and mentor less experienced colleagues; Incorporate findings into executive reports presented to clients; Undertake targeted market research on industries and regulatory developments; Contribute to marketing materials and pitch books.
Seniority
Senior, hands-on IC