M&A Diligence - Senior Associate

Accountabilities

• Lead financial due diligence activities for potential acquisitions, providing analytical insights and supporting investment decisions throughout the transaction lifecycle.
• Build and maintain financial analyses and pro forma models, including income statements, balance sheets, cash flow projections, and sensitivity analyses.
• Develop financial and operational insights by evaluating company performance, strategic alignment, and investment opportunities.
• Perform quality-of-revenue, quality-of-earnings, and working capital analyses to support transaction evaluations.
• Collaborate with legal, tax, operational, and investment teams to gather information and complete comprehensive diligence reviews.
• Prepare detailed reports, financial workbooks, and presentations highlighting key findings, risks, and opportunities.
• Present diligence conclusions clearly to investment stakeholders and provide recommendations throughout the acquisition process.
• Support preparation of indications of interest, letters of intent, and provide financial input into purchase agreements.
• Review deliverables from colleagues and ensure accuracy, consistency, and high-quality standards.
• Partner with technology teams to translate diligence insights into process improvements, automation opportunities, and enhanced analytical capabilities.
• Take ownership of assigned workstreams while managing multiple projects in a fast-paced transaction environment.

Requirements

• A finance professional with transaction advisory experience, strong analytical capabilities, and a passion for evaluating businesses and investment opportunities.
• Comfortable operating independently while collaborating with cross-functional teams.
• 3+ years of experience in accounting and transaction-related roles, including accounting advisory, private equity, or transaction advisory environments.
• Experience performing financial due diligence with exposure to financial reporting and tax accounting considerations.
• CPA, CA, or CFA certification preferred.
• Experience working at a leading or Big Four accounting firm strongly preferred.
• Demonstrated ability to evaluate small and medium-sized businesses and interpret financial performance.
• Strong financial modeling skills with proficiency in Microsoft Excel and presentation tools.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written, verbal, and interpersonal communication abilities.
• Able to manage multiple priorities, meet deadlines, and maintain high attention to detail.
• Self-starter mindset with the ability to take initiative and operate effectively in both collaborative and independent environments.
• Interest in supporting business growth and employee ownership initiatives.

Benefits

• Competitive salary package with equity opportunities available to all employees.
• Comprehensive medical, dental, and vision benefits for employees and families.
• Paid parental leave.
• Generous paid time off and a culture that encourages employees to fully disconnect and recharge.
• Healthy work-life balance with a collaborative, low-ego environment.
• Career development opportunities and support for professional growth.
• Opportunity to work on meaningful acquisition projects across diverse industries.
• Exposure to investment strategy, financial analysis, technology-enabled processes, and business transformation.