Financial Due Diligence Senior Associate helping clients analyze business opportunities and challenges. Involves due diligence, working capital consulting, and client relationship management.
Responsibilities
Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of deal structuring alternatives
Manage and work on multiple projects of varying size and complexity related to due diligence and consulting for business owners, private equity groups, search funds, and family offices
Develop detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings,working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization
Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate ourvalue proposition
Responsible for engagement management, including preparing and presenting accounting findings and concepts
Possess the ability to review and provide feedback regarding project reports prepared by engagement team members
Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools
Requirements
Bachelor's degree in Finance, Economics, Accounting or related business degree
Minimum of 2 busy seasons of assurance (Audit, Review, Compilation) experience
Strong knowledge of generally accepted accounting principles (GAAP)
Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, toward the successful completion of a project
Ability to be a self-starter and be confident when interacting with clients
Strong business development mindset: relationship management skills and the ability to influence/negotiate deals
Proficiency with Microsoft Office, particularly Excel and PowerPoint
Ability to creatively solve problems and analyze client data
Strong interpersonal skills, a team-based attitude, and a desire to collaborate
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