Financial Due Diligence Associate

RoShay Services; Boston (MA); On-site; USD 110,000 - 160,000; Full time

Job summary

RoShay Services in Boston, MA is seeking a Senior Associate in Financial Due Diligence within our Deal Advisory practice to support buy-side and sell-side transaction engagements for private equity firms and corporations.

You will lead financial due diligence, advisory, IPO support, carve-outs, and restructuring, interact with senior client and target executives, and develop tailored reports addressing earnings normalization, working capital, debt considerations, and financial statements.

Qualifications

• Bachelor’s degree in Accounting or CPA-eligible; CPA preferred.
• Minimum three years of experience in accounting, advisory, audit, or transaction services at a top public accounting firm.
• Strong knowledge of US GAAP, SEC reporting, IFRS, or M&A/transaction services.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Willingness to travel and authorized to work in the U.S. without sponsorship.

Responsibilities

• Provide financial and commercial due diligence, accounting advisory, IPO support, carve-outs, and restructuring services.
• Engage with senior client and target company executives to analyze financial data.
• Identify financial trends, assess quality of earnings, working capital, liabilities, and valuation risks.
• Develop tailored transaction reports addressing key issues like earnings normalization, valuation inputs, debt considerations, and financial statements.

Skills

US GAAP / SEC reporting / IFRS

Verbal and written communication

Excel

PowerPoint

Willingness to travel

Education

Bachelor’s degree in Accounting

CPA-eligible; CPA preferred

Job description

Role: Senior Associate in Financial Due Diligence within the Deal Advisory practice, supporting buy-side and sell-side transaction engagements for clients such as private equity firms and corporations.

Responsibilities

• Provide financial and commercial due diligence, accounting advisory, IPO support, carve-outs, and restructuring services.
• Engage with senior client and target company executives to analyze financial data.
• Identify financial trends, assess quality of earnings, working capital, liabilities, and valuation risks.
• Develop tailored transaction reports addressing key issues like earnings normalization, valuation inputs, debt considerations, and financial statements.

Qualifications & Skills

• Minimum three years of experience in accounting, advisory, audit, or transaction services at a top public accounting firm.
• Bachelor’s degree in Accounting or CPA-eligible; CPA or equivalent preferred.
• Strong knowledge of US GAAP, SEC reporting, IFRS, or M&A/transaction services.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Willingness to travel and authorized to work in the U.S. without sponsorship.