Senior Analyst: Financial Due Diligence

Taqitz Advisors, LLC; Oregon; On-site; USD 88,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, vision

Paid time off

401(k)

Disability and life insurance

Job summary

Taqitz Advisors, LLC is seeking a financial due diligence professional to own end-to-end workstreams on both buy-side and sell-side engagements, focusing on quality of earnings and net working capital. You will build and maintain databooks, ensuring every figure ties to source data, and lead discussions with target management to close items.

The role emphasizes GAAP accuracy, data-driven insights, and coaching junior analysts in a fast-paced, project-based environment.

Qualifications

• 3+ years of experience in financial due diligence, public accounting (audit or advisory), or related field.
• Bachelor's degree in finance, accounting, information technology, data science, or related field.

Responsibilities

• Own workstreams on buy-side and sell-side engagements: quality of earnings, net working capital, and net debt and debt-like items.
• Build and maintain the databook; tie every figure to source data.
• Prepare requests, lead working sessions with target management on assigned areas, and follow up on open items.

Skills

Integrity

Insatiable curiosity

Sustained commitment

Continuous learning

Autonomous work

Technical proficiency

Resilience

Education

Bachelor's degree in finance, accounting, IT, data science or related field

CPA or CFA preferred

Job description

Location Lake Oswego, OR or Greenwood Village, CO

Base salary $87,500 – $125,000

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

• Own workstreams on buy-side and sell-side engagements: quality of earnings, net working capital, and net debt and debt-like items.
• Build and maintain the databook; tie every figure to source data.
• Prepare requests, lead working sessions with target management on assigned areas, and follow open items to close.

Data Analysis and Creative Problem Solving

• Extract, transform, and analyze financial and operational data to identify trends, anomalies, and their real-world causes.
• Identify GAAP departures, cash vs. accrual differences, and their effect on earnings and value.
• Think creatively to resolve analytical challenges when data is incomplete or the path forward is unclear.

Communication and Team Development

• Draft report sections that state findings plainly and connect them to deal value.
• Read and relate contracts and purchase-agreement terms to the analysis.
• Coach Analysts, review their work, and give direct feedback.

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.
• Autonomous Work: Own workstreams end to end, navigate uncertainty, and make real-time decisions. Know when to escape.
• Technical Proficiency: Apply US GAAP, quality of earnings, and working‑capital concepts with confidence. Grow a cross-functional skillset in accounting, finance, and data science.
• 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

3+ years of experience in financial due diligence, public accounting (audit or advisory), or a related field, with a bachelor's degree in finance, accounting, information technology, data science, or a related field.

Credentials

CPA (licensed or in progress) or CFA preferred.

Job Type

Full-time exempt with a base salary ranging from $87,500 to $125,000, 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%