Senior Associate OR Manager, M&A and Financial Due-Diligence (31435)

DeWinter Group; San Francisco (CA); On-site; USD 130,000 - 200,000; Full time

Job summary

An established industry player is seeking a motivated Senior Associate or Manager for M&A and Financial Due-Diligence. This role involves analyzing financial statements, managing client communications, and creating complex Excel deliverables. The ideal candidate will possess a strong foundation in transaction services or audit, with advanced Excel skills and a keen understanding of financial statements and GAAP. Join a dynamic team in a fast-paced environment where your analytical skills will drive impactful financial insights for a diverse range of clients. This is an exciting opportunity to contribute to significant deals in the financial services sector.

Qualifications

• 2-4+ years of experience in finance, accounting, or related fields.
• Strong foundation in financial and quantitative analysis.

Responsibilities

• Analyze target company financial statements and assess earnings validity.
• Manage communication with team members, acquisition targets, and clients.

Skills

Financial Analysis

Quantitative Analysis

Communication Skills

Interpersonal Skills

Organizational Skills

Time Management

Excel Skills

GAAP Knowledge

Team Collaboration

Education

Finance Degree

Accounting Degree

Economics Degree

Tools

Microsoft Office Suite

Excel

PowerPoint

Job description

Senior Associate OR Manager, M&A and Financial Due-Diligence (31435)

This range is provided by DeWinter Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$130,000.00/yr - $200,000.00/yr

Our client, a boutique advisory firm that provides specialized financial and accounting due diligence services related to mergers and acquisitions, is looking for a new team member. The firm performs due diligence and accounting, data analysis, and balance sheet investigations for their clients, which cover a broad range of private equity funds, private investors, lenders, and corporate clients. They have been growing for almost 20 years and have an impressive roster of clients, allowing them to work on much bigger and more complex deals than boutique firms of their size are typically asked to participate in.

We are seeking a motivated, team-oriented Senior Associate (or Manager for candidates with established experience in M&A/FDD) to join our team. The ideal candidate will have a foundation in transaction services and/or audit with a Big 4 public accounting firm and be interested in analysis, deals, and due diligence. Successful candidates need to be intellectually curious, hardworking, and collaborative. They need to have a very strong understanding of financial statements and GAAP and should have advanced Excel skills or be committed to becoming an advanced user.

Responsibilities:

• Analyze and review target company financial statements and assess earnings/EBITDA validity, cash flows, financial position, and general financial soundness.
• Manage day-to-day communication with senior members of the internal team, acquisition targets, and clients.
• Routinely work with Excel and create often complex and sophisticated Excel deliverables.
• Work on multiple deals at once; multitask and be willing to jump into new challenges and work.
• Strong time management and organization skills.
• Synthesize data effectively and be able to tell the story in the numbers.
• Prepare PowerPoint presentations of findings for clients.

Requirements:

• Finance, Accounting or Economics Degree.
• 2-4+ years professional experience in a related field.
• Strong foundation of financial and quantitative analysis.
• Strong strategic, analytical, interpersonal, organizational, and communication skills.
• Dynamic, highly motivated person, who works well as a team member, easily cultivates relationships with colleagues, and can work independently.
• Thrives on an environment that is fast-paced, rapidly changing, and customer service-oriented.
• Produces deliverables that are accurate and timely.
• Very strong understanding of financial statements and GAAP.
• Knowledge of transaction services/M&A due diligence, audit, and/or consulting.
• Great command of the Microsoft Office Suite; particularly in Excel (ability to learn/use advanced functions is a must).

DeWinter Group and Maris Consulting is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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.

Seniority level

Associate

Employment type

Full-time

Job function

Finance, Accounting/Auditing, and Consulting

Industries

Financial Services, Accounting, and Business Consulting and Services