Senior Associate, Corporate Transactions Group - FDD

Alvarez & Marsal; Houston (TX); On-site; USD 117,000 - 143,000; Full time

Job summary

Alvarez & Marsal (A&M) is a global consulting firm seeking a financial due diligence professional in Houston. The role focuses on identifying risks, evaluating transactions, and producing client-ready analyses and presentations to support deal decisions.

The position requires 3+ years in financial due diligence, CPA or equivalent, and strong US GAAP knowledge. Attendance at meetings with management and potential travel are expected.

Qualifications

• Bachelor’s or Master’s degree in accounting or related field.
• 3 years of financial accounting due diligence experience or equivalent.
• CPA or equivalent credential.
• Working knowledge of US GAAP, SEC reporting, and purchase accounting.
• High proficiency in Excel, Word, and PowerPoint.
• Excellent interpersonal and written communication skills.
• Basic project management skills.
• Willingness to travel for projects.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Assist with core financial due diligence: identify risks, assess deal breakers, benchmark against peers.
• Analyze detailed financial statements and synthesize data to inform discussions with target management.
• Assess quality of reported earnings, net assets, and cash flows.
• Construct deal-focused reports and presentations for clients and advise on valuation implications.
• Participate in meetings with target management and clients as a secondary execution contact.
• Build and maintain client relationships and support business development opportunities.
• Mentor CTG associates and analysts; oversee training and capability development.
• Research technical accounting topics relevant to CTG to enhance client services.
• Coordinate with A&M service groups during engagements.
• Delegate work and review associates’ performance.

Skills

Interpersonal communication

Written communication

Team collaboration

Travel willingness

Project management

Adaptability to fast-paced environment

Education

Bachelor’s or Master’s degree in accounting or related field

CPA or equivalent credential

Tools

Excel

Word

PowerPoint

Database skills

Job description

Overview

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in more than 40 countries. A&M tackles client challenges with a hands‑on approach, supporting growth through strategic actions, financial expertise, and industry knowledge. The firm values integrity, quality, objectivity, fun, personal reward, and inclusive diversity, fostering an environment where independent thinkers and doers positively impact clients and the industry.

Responsibilities

• Assist with core financial due diligence: identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and evaluate transactions in the context of clients’ investment strategies.
• Analyze detailed financial statement information, including income statement, balance sheet, cash flow, and key operational data; synthesize data to drive discussions with target management and form conclusions.
• Assess the quality of reported earnings, net assets, and cash flows.
• Construct deal‑oriented reports and presentations for clients, highlighting key findings and value drivers for maintainable profits and cash flows, and recommend how to incorporate these findings into valuations, agreements, and negotiation points.
• Participate in meetings and conference calls with target management and client personnel; serve as a secondary point of contact for execution matters.
• Build and maintain client relationships and support business development opportunities.
• Mentor CTG associates and analysts; oversee training initiatives to develop team capabilities.
• Research technical accounting subjects relevant to CTG to enhance client services.
• Coordinate with all A&M service groups and functional areas during engagements.
• Delegate work to associates and analysts, and review and develop their work.

Qualifications

• Minimum of 3 years of financial accounting due diligence experience or equivalent at a top accounting firm.
• Bachelor’s or master’s degree in accounting or related field.
• Certified Public Accountant (CPA) or equivalent credential.
• Working knowledge of US GAAP, SEC reporting, and purchase accounting.
• High proficiency in Excel, Word, PowerPoint, and database skills.
• Excellent interpersonal and written communication skills, able to articulate to senior target management, client representatives, and colleagues.
• Basic project management skills.
• Flexibility to work collaboratively as a team member and independently as an individual contributor.
• Willingness to travel for projects and A&M needs.
• Ability to thrive in a fast‑paced environment.

Journey at A&M

We prioritize an employee experience that encourages professional and personal development. Our performance development process promotes continuous learning, rewards contributions, and fosters a meritocratic culture. We provide extensive training and on‑the‑job learning opportunities, enabling you to acquire new skills and advance your career. Our focus on well‑being includes comprehensive benefits and resources that support your personal journey.

Compensation & Benefits

The base salary is $130,000 annually, varying with education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance. Please consult with your recruiter for details.

Full‑time employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, which include healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverage, as well as a 401(k) retirement savings plan with regular discretionary contributions. Eligible employees also receive paid time off, including vacation, personal days, seventy‑two hours of sick time (prorated for part time), ten federal holidays, one floating holiday, and parental leave. The quantity of vacation and personal days varies by tenure and role type. For more information about A&M’s benefits programs, please contact HR.