Financial Due Diligence Associate – Transaction Advisory

Alvarez & Marsal; Chicago (IL); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off

Job summary

Alvarez & Marsal is seeking an Associate for Transaction Advisory/Financial Due Diligence in the United States, including Chicago. You will assist with financial due diligence, analyze financial statements, and help craft client-ready deal conclusions with a focus on value-driving insights.

The role requires 2–3 years of audit experience, a degree in accounting, and strong Excel/PowerPoint skills. A discretionary bonus and extensive benefits are offered, along with opportunities for growth

Qualifications

• Minimum 2-3 years of audit experience at a top accounting firm and preferred minimum 1 year in a financial accounting due diligence group.
• Bachelor’s or Master’s degree in Accounting and/or related major.
• 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 as an individual contributor.
• Ability to thrive and be effective in fast‑paced settings.

Responsibilities

• Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients’ investment strategy.
• Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.
• Assess the quality of the target company’s reported earnings, net assets and cash flows.
• After an investigative analysis, assist in the construction of deal‑oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such 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 with client personnel and serve 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.

Skills

Audit experience

CPA (in progress)

Strong communication

Project management

Education

Bachelor’s or Master’s in Accounting

Tools

Excel

PowerPoint

Job description

Alvarez & Marsal is seeking an Associate for Transaction Advisory/Financial Due Diligence in the United States, including Chicago. You will assist with financial due diligence, analyze financial statements, and help craft client-ready deal conclusions with a focus on value-driving insights.

The role requires 2–3 years of audit experience, a degree in accounting, and strong Excel/PowerPoint skills. A discretionary bonus and extensive benefits are offered, along with opportunities for growth