Associate, Corporate Development

Job Responsibilities

• Draft investment memos, executive presentations, and board-level materials, providing the underlying technical analysis and qualitative assessment that clearly supports the deal rationale, financial impact, synergies analysis, and risks.
• Build complex financial models, including DCF, synergy, and scenario analyses, to evaluate transaction economics, historical performance, accretion/dilution analysis, and forward-looking projections.
• Prepare key financial and operating metrics, comparing target performance to internal benchmarks, return thresholds, and strategic objectives.
• Support the management meeting process with target company leadership and develop materials to facilitate discussions to deepen the firm’s understanding of the business, operating model, growth drivers, and potential revenue and cost synergies.
• Drive day-to-day cross-functional due diligence efforts across finance, legal, HR, IT, operations, and compliance to process, review, and distribute relevant information to the appropriate stakeholders.
• Analyze industry trends, market developments, competitive dynamics, and manage industry landscape across the CPA and Advisory ecosystems.

Requirements

• Bachelor’s degree in accounting, finance, business administration, or a related field.
• Minimum 3 years of experience in corporate development, M&A, transaction advisory, investment banking, or a related role.
• Strong financial analysis and modeling skills, including EBITDA analysis and forecasting.
• Ability to synthesize complex information into clear, executive-ready insights.
• Excellent verbal and written communication skills, with a preference for candidates that have demonstrated experience with management or executive-level stakeholders.
• Exceptional attention to detail, organizational skills, and ability to manage multiple competing priorities simultaneously.
• Advanced proficiency with Microsoft Office Suite, particularly Excel and PowerPoint.