Manager: Financial Due Diligence

Taqitz Advisors, LLC; Oregon; On-site; USD 123,000 - 175,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

PTO

401(k)

Disability Insurance

Life Insurance

Job summary

Taqitz Advisors, LLC seeks a senior financial due diligence professional for a full-time exempt role in Lake Oswego, OR or Greenwood Village, CO. Base salary is $122,500–$175,000 with up to 25% travel.

The role emphasizes engagement leadership, financial analysis, and team development in a collaborative, client-focused environment. Responsibilities include leading diligence engagements from scoping to final reports, guiding analysts, and advising on purchase price adjustments.

Qualifications

• 5+ years of financial due diligence experience
• 2+ years of Big 4 experience preferred
• MBA, CPA, or CFA preferred

Responsibilities

• Lead buy-side and sell-side diligence engagements from scoping through final report.
• Manage multiple engagements on scope and schedule.
• Coach and evaluate Senior Analysts; own final report and findings.

Skills

Engagement Leadership

Technical Judgment

Team Development

Ownership

Continuous Learning

Resilience

Education

Finance degree

Accounting degree

IT/Data Science degree

Job description

Location Lake Oswego, OR or Greenwood Village, CO

Base salary $122,500 – $175,000

Employment Full-time, exempt

Travel Up to 25%

Applications Open until filled

At Taqitz Advisors, problem-solving is at the core of our mission. We are committed to optimizing outcomes for our clients, fostering growth and development of our team, and cultivating an environment of excellence where team success is paramount. We specialize in mergers and acquisitions with a focus on financial due diligence, post-merger integration, and financial modeling. Our team collaborates with numerous companies each year across various industries, leveraging skills in finance, accounting, and data science.

Coupling i) our team's open-minded commitment to learning with ii) Taqitz Advisors' approach to accelerated growth and development creates an optimized learning opportunity. In our connected, project-based work environment, team members collaborate to solve problems and benefit from direct coaching from highly regarded industry leaders and team members with experience applying Taqitz's approach. We prioritize developing optimized solutions and outcomes, rather than a 'check the box' approach.

Our positions offer unique benefits, in addition to providing an exceptional work environment, competitive salary, and bonuses that reward aptitude and contributions to both the team and the organization.

Key Capabilities and Responsibilities

Engagement Leadership

• Lead buy-side and sell-side diligence engagements from scoping through final report: plan, budget, staff, and deliver.
• Manage multiple engagements at once and keep each on scope and on schedule.
• Lead discussions with clients, target management, and other advisors; resolve issues as they arise.

Technical Judgment

• Direct and review analysis of quality of earnings, net working capital, net debt and debt-like items, commitments, and contingencies.
• Identify financial reporting, internal control, and cash vs. GAAP issues and size their effect on value.
• Advise on purchase price adjustment mechanisms and the financial and accounting definitions in purchase agreements.

Team Development and Growth

• Supervise, coach, and evaluate Senior Analysts and Analysts; review work to build their skills.
• Write and own the final report: clear findings, quantified risks, and recommendations.
• Identify follow-on and new-client opportunities and support proposals.

Key Skills

• Integrity: Tell the truth, especially when it is unwelcome or costs you. Report findings as they are, not as others hope they will be. Our clients rely on the accuracy and candor of every analysis we deliver.
• Insatiable Curiosity: Actively seek opportunities to learn. Understand not only the "why?" and "how?" but also the "why not?" and "how can it be done better?" to build a supportable and defensible position.
• Sustained Commitment: Pursue difficult goals over long periods. Keep working a hard problem through setbacks until it is solved.
• Continuous Learning: Embrace a learning mindset. Actively commit to learn from each experience, utilize available resources, and proactively seek help when needed to achieve desired outcomes.
• Ownership: Own engagement outcomes, including quality, timing, and budget. Make sound decisions under uncertainty and know when to escalation.
• Developing Others: Coach team members through hard problems instead of solving them for them. Give direct, timely feedback.
• Resilience: Approach adversity as an opportunity for growth. Actively seek and incorporate feedback and maintain a dedication to continuous improvement and professional-personal growth.

Professional Experience and Education

5+ years of experience, including 2+ years of financial due diligence at a Big 4 firm, with a bachelor's degree in finance, accounting, information technology, data science, or a related field.

Credentials

MBA, CPA, or CFA preferred.

Job Type

Full-time exempt with a base salary ranging from $122,500 to $175,000, depending on qualifications. Benefits include medical, dental, vision, PTO, 401(k), short- and long-term disability, life insurance, and more for full-time employees.

Location

Lake Oswego, OR or Greenwood Village, CO.

Travel

Up to 25%.