As a Financial Due Diligence Senior Associate, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Transaction Advisory Practice – all with the resources, environment, and support to help you excel.
Requirements
- Perform in buy-side and sell-side transaction advisory engagements, providing carve-outs and similar services to clients, private equity investors, and asset-based lenders.
- Help organizations realize the potential of mergers, acquisitions, and divestitures as well as various transactions within the capital markets.
- Perform financial due diligence on key areas of the Income Statement and Balance Sheet.
- Formulate questions and propose basic adjustments based on the identification of key risks and business drivers.
- Lead analysis on key operational data, net working capital, debt, and debt-like items.
- Lead initial drafts of reports (including Quality of Earnings reports) for clients that highlight the key financial findings of potential investments as well as the drivers behind sustainable profits and cash flows.
- Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements.
- Team with partners and senior managers on proposals and business development calls.
- Meet or exceed targeted billing hours (utilization).
- Supervise, train and mentor associates.
- Assess performance of associates for engagement and year-end reviews.
- Other duties as assigned.
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Health Insurance
- Dental Insurance
- Vision Insurance
