Senior Associate, Financial Due Diligence

LiveWell Homecare Agency, LLC; Dallas (TX); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

comprehensive benefits package

Job summary

LiveWell Homecare Agency, LLC seeks a Senior Associate in Financial Due Diligence to support transaction advisory engagements on both buy-side and sell-side assignments in the United States.

The role involves performing financial and commercial due diligence, analyzing data, and preparing reports on earnings quality, debt, and financial statements. Willingness to travel and authorization to work in the U.S. without sponsorship are required.

Qualifications

• At least three years of experience in accounting, advisory, or transaction services within a top public accounting firm.

Responsibilities

• Provide financial and commercial due diligence for buy-side and sell-side engagements.
• Assist with IPOs, carve-outs, restructuring, and related services for clients such as private equity firms and large corporations.
• Create tailored reports on normalized earnings, debt analysis, and financial statements.

Skills

communication skills

Excel

PowerPoint

travel willingness

Education

Bachelor's degree in Accounting

CPA preferred

Tools

Microsoft Excel

PowerPoint

Job description

The Senior Associate in Financial Due Diligence plays a key role in transaction advisory engagements, supporting buy-side and sell-side processes.

Responsibilities

• Responsibilities include providing financial and commercial due diligence, assisting with IPOs, carve-outs, restructuring, and related services for clients such as private equity firms and large corporations.
• The role involves analyzing company data to identify financial trends, earnings quality, risks, and valuation considerations, as well as creating tailored reports on key issues like normalized earnings, debt analysis, and financial statements.
• The role requires willingness to travel and authorization to work in the U.S. without sponsorship.

Qualifications and Skills

• The ideal candidate has at least three years of experience in accounting, advisory, or transaction services within a top public accounting firm.
• Qualifications include a bachelor’s degree in Accounting (CPA preferred) and expertise in US GAAP, SEC reporting, IFRS, or M&A.
• Strong communication skills and proficiency in Microsoft Excel and PowerPoint are essential.

Benefits

• comprehensive benefits package, including health coverage, retirement plans, and well-being programs.

Compliance

• Expected to uphold compliance with applicable laws and regulations.