M&A Diligence - Senior Associate

About the role

The Senior Associate will lead and execute financial due diligence for potential acquisitions aligned with Teamshares' core investment thesis. They will play a critical role in evaluating small businesses, developing financial insights, and supporting investment decision-making.

Responsibilities

• Lead and execute financial due diligence reviews for potential acquisitions of small businesses based on our core investment thesis, ensuring thorough analysis of financial statements and historical performance.
• Develop financial analyses and other pro forma financial models (including income statement, balance sheet, free cash flows, and sensitivity analyses, as needed).
• Develop and present financial and operational insights into each opportunity based on financial data provided, accounting processes, and strategic fit with the investment thesis.
• Perform quality-of-revenue and quality-of-earnings analysis and develop working capital metrics.
• Work closely with legal, tax, and operational teams to gather relevant information and ensure a holistic approach to due diligence.
• Communicate findings effectively and provide guidance to team members throughout the due diligence process.
• Prepare detailed reports and workbooks outlining key findings, risks, and opportunities and present findings to the investment team in a clear and concise manner.
• Aid in preparing indications of interest offers, LOIs, and provide technical input to purchase agreements.
• Review the work of peers and other team members, ensuring accuracy and quality of deliverables.
• Maintain a keen attention to detail to ensure all work is free of mistakes and meets the highest standards of quality.
• Collaborate with the technology team to translate due diligence learnings and key insights into actionable software improvements and capabilities.
• Ensure seamless integration of technology solutions to enhance the efficiency of the due diligence process.

Requirements

• 3+ years of accounting and buy-side transaction experience in an accounting advisory, private equity or broad transaction advisory setting with exposure to both financial and tax (reporting) accounting.
• CPA, CA, or CFA certification preferred.
• Experience working for a mid-market accounting firm is strongly preferred.
• Demonstrated capabilities in evaluating small to medium-sized businesses.
• Strong interest in and passion for empowering employee ownership in small businesses.
• Entrepreneurial, self-starter mentality, excelling in both team-based and self-directed environments.

Qualifications

• Highest level of integrity and ethical behavior.
• Highly motivated and able to manage multiple projects simultaneously.
• Exceptional verbal, written and interpersonal communication skills.
• Strong analytical, organizational and leadership skills.
• Proficiency in Microsoft Excel and other presentation tools.
• Ability to take initiative and ownership of workstreams and work independently.

Skills

• Financial modeling and analysis.
• Due diligence and risk assessment.
• Collaboration and teamwork.
• Technical proficiency in Microsoft Excel and other presentation tools.

Benefits

We offer a competitive salary and a generous benefits package, including equity for all employees, exceptional medical/dental/vision benefits plans for employees and their families, and paid parental leave. We also provide time off and a healthy work-life balance culture that supports personal growth and development.

Pay

Competitive compensation package tailored to individual qualifications and experience.

Schedule

Full-time remote position.