Senior Associate, Financial Due Diligence - Financial Services

About the Role

KPMG Advisory is at the forefront of transformation, offering excellent opportunities for career advancement and expertise development. Our professionals thrive in a collaborative, team-driven culture and are supported with world-class training, leading market tools, and a wealth of learning and career development opportunities. This role is ideal for individuals seeking a firm with strong team connections, impactful work, and flexibility to explore new areas of inspiration and expand capabilities.

Responsibilities

• Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring, and similar services to Fortune 1000 companies, private equity investors, and asset-based lenders.
• Interface with senior executives of clients and target companies.
• Analyze and synthesize target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks impacting valuation and negotiation of the target company.
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management’s budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements.

Qualifications

• A minimum of three years of experience in one of the following with a Top Ten public accounting firm: accounting, advisory, financial audit, or transaction experience.
• Bachelor’s degree in Accounting from an accredited college/university or CPA eligible; licensed CPA or equivalent certification is preferred.
• Strong current knowledge in one of the following: United States Generally Accepted Accounting Principles (GAAP), Securities and Exchange Commission (SEC) financial reporting issues, International Financial Reporting Standards (IFRS), mergers and acquisitions, or transaction services.
• Strong verbal and written communication skills.
• Strong command of Microsoft Excel and PowerPoint.
• Willingness and ability to travel.
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity.

Benefits

KPMG offers a comprehensive, competitive benefits package, including:

• A variety of medical and dental plans, vision coverage, disability and life insurance.
• 401(k) plans.
• A robust suite of personal well-being benefits to support mental health.
• Personal Time Off per fiscal year, based on job classification, standard work hours, and years of service.
• Two annual breaks where employees are not required to use Personal Time Off: one at year-end and another around the July 4th holiday.

Pay

KPMG complies with all local and state regulations regarding salary transparency. The salary range for this role is determined based on factors such as applicant’s skills, job responsibilities, prior relevant experience, certain degrees and certifications, and market considerations. For specific salary ranges by city outside of California, visit KPMG’s Pay Transparency page.