Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
CC
Hybrid Senior Consultant – Financial Due Diligence, Private Equity Advisory
Posted 2 months ago
About the role
- Senior Consultant providing financial due diligence in private equity advisory. Collaborating on complex M&A transactions with private equity firms and corporate acquirers to deliver high-quality financial analyses.
Responsibilities
- Perform financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, as well as analysis of working capital, cash flows, and key financial metrics
- Review and interpret financial statements under GAAP and other relevant standards
- Develop and present client deliverables, including detailed Excel analysis and PowerPoint presentations summarizing findings
- Work on multiple projects simultaneously, ensuring timely and accurate deliverables
- Collaborate with internal teams and client executives, including CFOs and Controllers, to gather data and communicate insights effectively
- Utilize advanced Excel functions and analytics tools (Power BI, Alteryx) to synthesize data and identify trends
- Contribute to continuous improvement initiatives and leverage AI-enabled tools in accordance with firm-wide policies
- Mentor junior team members and foster a collaborative, inclusive team environment
Requirements
- 2–6 years of professional experience in audit and/or financial due diligence, preferably within Big 4 or similar firms
- Strong understanding of GAAP and financial statement analysis.
- Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI and Alteryx is an advantage
- Excellent analytical, organizational, and communication skills, with the ability to manage competing priorities in a fast-paced environment.
- Degree in Accounting, Finance, or Economics.
- CPA highly preferred (inactive status acceptable); CFA and other advanced degrees well regarded
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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Finance Assistant with fin - house managing client accounts and providing finance insights for SMEs. Responsible for client communications, transactions, and financial records management.
FP&A Analyst gathering and analyzing financial data at IAA Holdings. Responsible for budget tracking and financial forecasting while maintaining compliance documentation.
Corporate Strategy & Finance Manager driving financial decision - making and insights in a hybrid role with Cetera. Supporting strategic planning and economic modeling for growth objectives and efficiencies.
Implementation Training Consultant providing training on Homecare Homebase's financial software. Supporting healthcare organizations in successful software adoption and operational efficiency.
Financial Strategy Analyst II supporting Corning Credit Union’s financial performance through data analysis and forecasting. Collaborating with finance team to enhance data - driven tools and insights.
Consultant providing strategic advice and technical assistance to facilitate Gender Lens Investing initiatives. Collaborating with project teams in Sri Lanka for gender equality and financial inclusion.
Financial Analyst supporting the MedTech EP & Neurovascular business across LATAM. Responsibilities include financial leadership and strategic support, with an emphasis on profitability optimization.
Digital Finance Specialist at Forcit Group developing digital financial solutions for decision making. Collaborating with finance, IT, and business units to ensure data quality and support growth.
Senior NetSuite Finance Consultant at Greenstep supporting clients with financial processes, system development, and NetSuite implementations. Join a tech - oriented, global growth company.