Senior Associate - Financial Due Diligence

Centri; United States; Hybrid; USD 80,000 - 100,000; Full time

Job summary

A financial consulting firm in the United States is seeking a Senior Associate specializing in Financial Due Diligence. The candidate will develop financial models, compile industry data, and identify financial trends impacting transactions. Required are a Bachelor's in Accounting, CPA pursuit, and a minimum of 4 years' experience, with strong communication and Excel skills. This role supports a collaborative hybrid work environment.

Qualifications

• 4+ years of relevant experience, with at least 1 year in public accounting or professional services.

Responsibilities

• Develop, review, and evaluate financial models.
• Compile and evaluate company and industry data.
• Identify key financial and operational issues for reports.
• Assist with financial analysis for transactions.
• Prepare lists of potential investors or buyers.
• Process financial statements to evaluate performance.
• Communicate project status and potential problem areas.
• Build relationships with clients and team members.

Skills

Strong working knowledge of Generally Accepted Accounting Principles

Ability to thrive in changing priorities

Interpersonal skills

Above average written and verbal communication skills

Proficient in Microsoft Office Suite, especially Excel

Education

Bachelor’s degree in Accounting or equivalent

Pursuing CPA certification

Job description

Overview

Senior Associate - Financial Due Diligence at Centri

Core Responsibilities

• Develop, review, and evaluate financial models within broadly defined guidelines, focusing on major assumptions for projections, scenarios analysis and comparisons to historical results.
• Compile and evaluate company and industry data from key information sources including Pitchbook, Company Reports and Financial Statements and industry sources.
• Identify key financial and operational issues, results and trends and report on key findings that may impact a potential transaction.
• Assist with the preparation of financial analysis as required for the transaction process.
• Prepare target lists of potential investors or buyers based on information sources and general internet searches.
• Process financial statements, general ledger, and trial balances to evaluate historical financial performance, including sustainable earnings, working capital, etc., to uncover performance issues/trends.
• Assist with other ad-hoc sell-side and deal management tasks as required.
• Identify time allocated to out of scope tasks not identified in the scope of work and alert manager.
• Communicate to the team on daily project status and reach out for work when there is downtime. Identify and communicate potential problem areas as developed during engagements.
• Build in person connections with peers and managers.
• Engage with the client for requests and leading client calls.
• Review utilization for yourself and all direct reports align with expectations.
• Support Firm initiatives and development opportunities.
• Work to build relationships and promote collaboration in a hybrid environment.

Required Skills and Abilities

• Strong working knowledge of the Generally Accepted Accounting Principles.
• Ability to thrive in an environment of changing priorities.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Above average written and verbal communication skills.
• Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition.
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.

Education and Experience

• Bachelor’s degree in Accounting or equivalent required.
• Begin taking exams for the pursuit of the CPA certification.
• 4+ years of relative experience; at least 1 in public accounting or professional services highly preferred.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Must be able to travel up to 25%.

This position is exempt under the Fair Labor Standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.