Investment Associate - Accounting Practice Acquisitions

Focus AI; New York (NY); Remote; USD 100,000 - 150,000; Full time

Job summary

Focus AI is seeking a detail-oriented Investment Associate to support acquisition activities within the accounting practice. This full-time remote role requires financial analysis and strong analytical skills to evaluate opportunities and contribute to successful transactions. Ideal candidates have a Bachelor's degree in Finance or related fields, along with 2-5 years of relevant experience. The position offers a competitive salary and a comprehensive benefits package.

Benefits

Comprehensive benefits package including health, dental, and vision insurance

Performance-based bonus opportunities

Professional development support

Clear path for advancement

Exposure to senior leadership

Qualifications

• Bachelor's degree in relevant field.
• 2-5 years in investment banking, private equity, or public accounting.
• Strong analytical and financial modeling skills.

Responsibilities

• Conduct financial analysis and due diligence for accounting practices.
• Support outreach efforts for acquisition targeting.
• Assist transaction documentation and negotiation preparation.

Skills

Analytical skills

Financial modeling

Attention to detail

Communication skills

Project management

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Excel

Job description

Location: Remote / New York

Employment Type: Full-time

Compensation: $100,000 - $150,000

Position Overview

Round Hill Partners is seeking a detail-oriented Investment Associate to support our accounting practice acquisition activities. This role combines financial analysis, due diligence execution, and deal support responsibilities. The Investment Associate will work closely with senior team members to evaluate acquisition opportunities and support successful transaction execution.

Key Responsibilities

Deal Sourcing & Screening

• Research and identify potential acquisition targets using various databases and sources
• Conduct initial screening and qualification of prospective accounting firms
• Maintain comprehensive pipeline tracking and deal flow management
• Support outreach efforts and initial relationship development
  
  

Financial Analysis & Due Diligence

• Perform detailed financial analysis of target accounting practices
• Build comprehensive financial models and valuation analyses
• Analyze historical performance trends, client concentration, and revenue quality
• Assess working capital requirements and cash flow projections
• Evaluate pricing strategies and service line profitability
  
  

Due Diligence Execution

• Coordinate and manage due diligence processes and timelines
• Prepare detailed due diligence reports and investment recommendations
• Support management presentations and stakeholder communications
• Conduct reference calls with clients, vendors, and industry contacts
• Analyze competitive positioning and market dynamics
  
  

Transaction Support

• Assist with negotiation preparation and deal structuring analysis
• Coordinate with legal, tax, and other professional advisors
• Support transaction documentation review and closing processes
• Maintain detailed transaction records and documentation
  
  

Portfolio Support

• Monitor performance of acquired practices against projections
• Prepare regular portfolio reports and performance dashboards
• Support integration planning and execution activities
• Assist with best practice sharing across portfolio companies
  
  

Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 2-5 years of relevant experience in investment banking, private equity, corporate development, or public accounting
• CPA certification or progress toward certification preferred
• Strong analytical and financial modeling capabilities
• Experience with M&A transactions or due diligence processes preferred
  
  

Technical Skills

• Advanced proficiency in Excel and financial modeling
• Experience with valuation methodologies and techniques
• Familiarity with accounting principles and financial statement analysis
• Proficiency with databases, research tools, and presentation software
• Knowledge of accounting industry dynamics and trends preferred
  
  

Core Competencies

• Exceptional attention to detail and analytical rigor
• Strong written and verbal communication skills
• Ability to manage multiple projects simultaneously
• Self-motivated with strong organizational capabilities
• Team-oriented approach with ability to work independently
• Interest in the accounting services industry
  
  

What We Offer

• Competitive salary commensurate with experience ($100K - $150K)
• Performance-based bonus opportunities
• Comprehensive benefits package including health, dental, and vision insurance
• Professional development and continuing education support
• Clear path for advancement within growing investment platform
• Exposure to senior leadership and deal-making processes
  
  

Reporting Structure

This position reports to the Managing Partner and will work closely with the Advisor and other senior team members across all aspects of the acquisition process.

Compensation Range: $100K - $150K