Senior Associate, Financial Due Diligence

LiveWell Homecare Agency, LLC; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

LiveWell Homecare Agency, LLC is seeking a Senior Associate in Financial Due Diligence within the Deal Advisory practice. You will participate in buy-side and sell-side engagements for Fortune 1000 companies, private equity investors, and lenders, delivering rigorous financial analyses.

You will interface with senior client and target executives, analyze data to identify earnings quality, liabilities, and risks that affect valuation and negotiations, and help shape deal economics.

Qualifications

• Three years’ experience in accounting, advisory, audit, or transaction services with a top public accounting firm.
• Bachelor’s degree in Accounting; CPA or equivalent certification preferred.
• Strong knowledge of US GAAP, SEC reporting, IFRS, M&A, or transaction services.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Ability and willingness to travel.
• Legal authorization to work in the U.S. without sponsorship.

Responsibilities

• Participating in buy-side and sell-side transaction advisory engagements, providing financial, commercial, and accounting due diligence services for Fortune 1000 companies, private equity investors, and lenders.
• Interfacing with senior client and target company executives.
• Analyzing target company data to identify financial trends, quality of earnings, liabilities, and risks impacting valuation and negotiations.
• Creating tailored transaction reports addressing key issues such as earnings normalization, valuation assumptions, debt considerations, and financial statements for business combinations or carve-outs.

Job description

Role

Senior Associate in Financial Due Diligence within the Deal Advisory practice.

Responsibilities include

• Participating in buy-side and sell-side transaction advisory engagements, providing financial, commercial, and accounting due diligence services for Fortune 1000 companies, private equity investors, and lenders.
• Interfacing with senior client and target company executives.
• Analyzing target company data to identify financial trends, quality of earnings, liabilities, and risks impacting valuation and negotiations.
• Creating tailored transaction reports addressing key issues such as earnings normalization, valuation assumptions, debt considerations, and financial statements for business combinations or carve-outs.

Qualifications

• Minimum of three years’ experience in accounting, advisory, audit, or transaction services with a top public accounting firm.
• Bachelor’s degree in Accounting; CPA or equivalent certification preferred.
• Strong knowledge of US GAAP, SEC reporting, IFRS, M&A, or transaction services.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Ability and willingness to travel.
• Legal authorization to work in the U.S. without sponsorship.

Key Skills

Analytical thinking, client engagement, financial analysis, report writing, teamwork, adaptability.