Associate Director- Financial Due Diligence Analytics

About the role

We are a consulting firm dedicated to fostering a collaborative, enthusiastic, generous, and perseverant environment. Our advisory solutions cover accounting, risk management, technology-enabled transformation, and transactions. We partner with clients to address current challenges and ensure long-term value creation.

Responsibilities

• Lead and manage financial due diligence engagements, including carve-outs and divestitures.
• Develop and review quality of earnings (QoE) analyses, net working capital assessments, normalized EBITDA evaluations, and cash flow analyses.
• Design and deliver analytics solutions using tools like Alteryx, Power BI, Tableau, SQL, Python, R, Excel, and Snowflake.
• Apply AI-enabled solutions to enhance client solutions and internal processes, adhering to firm policies on data protection, intellectual property, and professional standards.
• Monitor M&A market trends, evolving technologies, and sector-specific developments, and communicate their implications to clients and internal teams.
• Support business development efforts by identifying and pursuing opportunities with private equity sponsors, corporate acquirers, and lenders.
• Cultivate strong client relationships and provide strategic advice, mentoring junior team members, and contributing to recruitment and retention efforts.

Requirements

• 9+ years of experience in financial due diligence, transaction analytics, public accounting, or a related professional services environment.
• In-depth knowledge of quality of earnings methodologies, net working capital analyses, EBITDA normalization, and financial statement evaluation in an M&A context.
• Demonstrated experience managing FDD engagements and workstreams for private equity and corporate clients, with increasing responsibility for team leadership and client relationships.
• Proficiency with analytics and data platforms such as Alteryx, Power BI, Tableau, SQL, Python, R, Excel, or Snowflake, and the ability to apply these tools within a transaction context.
• Proven ability to independently manage project teams, resolve engagement-level issues, and deliver high-quality client deliverables under tight timelines.
• Track record of building and developing strong client relationships, with early-stage experience contributing to business development and proposal efforts.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
• Willingness to travel up to 30% of the time.

Qualifications

• Bachelor's degree in Accounting, Finance, Data Science, Statistics, Economics, or a related field; Master's degree a plus.
• CPA, CA, or CFA certification preferred.
• Minimum 8+ years of experience in financial due diligence, transaction advisory, or a related field within a public accounting or professional services environment.

Benefits

Our total rewards package includes comprehensive healthcare options, flexible spending accounts, a 401(k) with company matching, generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs. For more details, visit our dedicated benefits site: here.

Schedule

Full-time position with occasional travel required.

Pay

Competitive salary and bonus structure based on experience and performance.