Financial Due Diligence Associate, Deal Advisory

Alvarez & Marsal, Inc.; San Francisco (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off

Flexible benefits

Job summary

Alvarez & Marsal seeks an Associate in Transaction Advisory/Financial Due Diligence to support buy-side and sell-side due diligence engagements.

You will analyze financial statements, assess earnings quality, and prepare deal-oriented reports for private equity and corporate clients across multiple industries. The role emphasizes teamwork, client interaction, and delivering insights under tight timelines.

Qualifications

• 2-3 years of audit experience at a top accounting firm; 1 year in financial accounting due diligence preferred.
• Bachelor's or Master's in Accounting or related major; CPA or in process of obtaining one.
• US GAAP and SEC reporting knowledge; strong Excel/PowerPoint skills.

Responsibilities

• Assist with core financial due diligence to identify risks and deal breakers and evaluate the transaction against investment strategy.
• Analyze income statement, balance sheet, cash flow, and key operating data; synthesize into actionable insights for management discussions.
• Assess earnings quality, net assets, and cash flows of the target company.
• Support preparation of deal-oriented reports and presentations highlighting findings for valuation, purchase agreements, and negotiations.
• Participate in meetings with target management and client personnel; serve as a secondary contact for day-to-day execution.
• Support business development efforts and nurture client relationships.

Skills

Audit experience

Financial due diligence

Interpersonal skills

Project management

Fast-paced environment

Team member / independent contributor

Education

Bachelor's or Master's degree in Accounting

CPA (CPA candidate or licensed)

Tools

Excel

PowerPoint

Job description

Alvarez & Marsal seeks an Associate in Transaction Advisory/Financial Due Diligence to support buy-side and sell-side due diligence engagements.

You will analyze financial statements, assess earnings quality, and prepare deal-oriented reports for private equity and corporate clients across multiple industries. The role emphasizes teamwork, client interaction, and delivering insights under tight timelines.