Financial Due Diligence Senior Associate (Finance)

TL;DR

Financial Due Diligence Senior Associate (Finance): Performing buy-side and sell-side transaction advisory engagements for middle-market organizations with an accent on financial due diligence and Quality of Earnings reports. Focus on identifying key risks, analyzing operational data, and creating tailored transaction reports for private equity investors and asset-based lenders.

Location: New York, NY. Hybrid: in-person attendance at least three days per week required

Salary: $121,440 – $154,836

Company

A multinational professional services platform providing audit, tax, and advisory services through a global network of member firms.

What you will do

• Lead buy-side and sell-side transaction advisory engagements, including carve-outs for private equity and asset-based lenders.
• Perform financial due diligence on key areas of the Income Statement and Balance Sheet.
• Analyze operational data, net working capital, debt, and debt-like items to identify risks and business drivers.
• Draft Quality of Earnings reports highlighting financial findings and sustainable profit drivers.
• Design tailored reports regarding normalized earnings, valuation model assumptions, and borrowing base calculations.
• Supervise, train, and mentor associates while collaborating with partners on business development.

Requirements

• Bachelor's degree in Accounting or a related field.
• 2 to 6 years of related experience in consulting or transaction advisory services.
• Strong current knowledge of US GAAP, GAAS, and SEC Reporting.
• Must be based in New York, NY.
• Ability to travel up to 25% as needed.
• CPA certification or being in the process of obtaining it is preferred.

Culture & Benefits

• Hybrid work model offering flexibility in weekly schedules and time off.
• Comprehensive medical, dental, and vision insurance programs.
• Eligibility for 401(k) savings and employee retirement plans.
• Discretionary annual bonus based on individual and firm performance.
• Strong commitment to diversity, equity, and inclusion.