Jobs · Florida

Senior Associate - Transaction Advisory Group - Financial Due Diligence

Alvarez & Marsal · Miami, FL · Yesterday
Hybrid$130k/yrFull-time

About the role

A&M is a global consulting firm with over 10,000 professionals in 40+ countries. We offer a collaborative environment guided by core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity. TAG specializes in financial and accounting due diligence for private equity, hedge funds, sovereign wealth, family offices, and corporations.

Responsibilities

  • Assist with core financial due diligence, identifying key risks and potential deal breakers, assessing the strengths and weaknesses of the business, and aiding in the evaluation of the potential transaction in the context of the client's investment strategy.
  • Analyze detailed financial statement information, including income statement, balance sheet, cash flow, and key operational data, and synthesize and convert the data into meaningful information for discussions with target management.
  • Assess the quality of the target company's reported earnings, net assets, and cash flows after an investigative analysis.
  • Construct deal-oriented reports and presentations for clients highlighting key financial, commercial, and other findings, and provide observations and conclusions.
  • Aid the team in further articulating how these findings should be incorporated into the client's valuation and sale, purchase agreement, and provide other negotiating points.
  • Participate in meetings and conference calls with target company management and client personnel, serving as a secondary point of contact for client personnel with respect to day-to-day execution matters.
  • Be actively involved in building and maintaining client relationships and other business development opportunities.

Qualifications

  • A minimum of 2-4 years of audit and financial accounting due diligence experience at a top accounting firm, with at least 1 year in financial due diligence.
  • Bachelor’s or Master’s degree in Accounting and/or related field.
  • Certified Public Accountant (CPA) or in the process of obtaining one.
  • Working knowledge of US GAAP and SEC reporting.
  • High proficiency in Excel and PowerPoint.
  • Excellent interpersonal and communication skills.
  • Strong project management skills.
  • Flexibility to work as both a team member and an individual contributor.

Similar jobs