Transaction Advisory Services Senior Associate

Key Responsibilities

• Lead financial due diligence engagements for buy-side and sell-side transactions.
• Analyze target company financial statements, including income statements, balance sheets, cash flow statements, and key operational metrics.
• Identify and quantify normalized earnings, working capital adjustments, net debt, and other key deal metrics.
• Evaluate quality of earnings (QoE), assess sustainability of EBITDA, and identify non-recurring or unusual items.
• Identify key financial, operational, and commercial risks and opportunities within target companies.
• Assess historical and projected financial performance, including revenue recognition, cost structure, and margin trends.
• Serve as a primary point of contact for clients during due diligence engagements.
• Provide actionable recommendations to clients on deal structuring, valuation, and negotiation points.
• Prepare and present clear, concise due diligence reports summarizing findings, risks, and recommendations.
• Supervise and mentor junior team members (associates and analysts) on due diligence engagements.

Requirements

• Previous experience in transaction advisory services (TAS), financial due diligence, investment banking, corporate development, or public accounting (audit or advisory) with a focus on transactions.
• Strong understanding of financial statements, accounting principles (GAAP), and financial analysis techniques.
• Exceptional quantitative and analytical abilities with a keen eye for detail and the ability to synthesize complex financial data into actionable insights.
• Excellent written and verbal communication skills with the ability to present findings clearly to clients and stakeholders.
• Ability to manage multiple due diligence engagements simultaneously, meeting tight deadlines, and work effectively under pressure.
• Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, formulas) and PowerPoint (client presentations, reports). Experience with accounting software (QuickBooks, NetSuite, Saga) or data analytics tools (Alteryx, Tableu) is a plus.
• Ability to work independently in a remote environment, take ownership of engagements, and proactively identify issues and solutions.

Benefits

• Work from anywhere
• Competitive pay
• Flexible schedule
• Supportive and collaborative environment
• Opportunities for growth and advancement

Compensation