Senior Associate - Transaction Advisory / Financial Due Diligence

Andersen; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan enrollment

200 hours paid time off annually

Twelve paid holidays

Job summary

Andersen is seeking a skilled professional to assist in financial due diligence engagements in Dallas, Texas. The role requires strong analytical and problem-solving abilities, along with leadership and organizational skills. Candidates should have a Bachelor's degree in Accounting, Finance, or a related field, along with at least 4 years of experience including assurance and financial due diligence. This position offers a competitive salary and comprehensive benefits, including medical, 401(k) enrollment, and generous PTO.

Qualifications

• Bachelor’s degree required; degree in Accounting, Finance, or Economics preferred.
• At least 4 years of relevant work experience with assurance experience and financial due diligence.
• Proficient in analyzing financial statements and producing insights.

Responsibilities

• Assist in the execution of financial due diligence engagements.
• Prepare detailed schedules and reports for clients.
• Ensure accuracy of financial data and maintain client relationships.

Skills

Analytical skills

Problem-solving skills

Leadership skills

Organizational skills

Communication skills

Team collaboration

Technology proficiency (MS Excel, Power BI)

Education

Bachelor's degree in Accounting, Finance, Economics or related

Tools

MS Excel

Power BI

Power Point

Job description

Responsibilities

• Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information, preparing detailed schedules, and supporting analysis.
• Assist in preparing reports and related analyses for clients.
• Ensure the accuracy and integrity of financial data used in due diligence, verifying completeness of information.
• Participate in meetings and calls with target company management and clients.
• Assist in building and maintaining client relationships.
• Receive formal training related to Transaction Advisory Services, on‑the‑job training, direct feedback from practice leaders, and opportunities to pursue additional training through internal and external resources.

Requirements

• Bachelor’s degree required; Accounting, Finance, Economics or a related degree preferred.
• Certified Public Accountant credential or in process of obtaining.
• At least 4 years relevant work experience, including at least two years of assurance experience and one year of financial due diligence experience, preferably with a Big Four accounting firm.
• Excellent analytical and problem‑solving skills, with the ability to interpret financial data and draw meaningful insights.
• Strong leadership, multitasking, and organizational skills.
• Excellent written and verbal communication skills.
• Ability to work collaboratively in a team environment, fostering positive relationships and contributing to team objectives.
• Proficient use of technology including MS Excel, Power Point, Power BI, or other analytics software.
• Authorized to work in the United States on a full‑time basis upon hire.

Compensation and Benefits

Our firm offers a competitive base salary and a comprehensive benefits package designed to support the well‑being, growth, and long‑term success of our people.

Benefits include medical, dental, vision, and basic life insurance coverage; 401(k) plan enrollment upon hire; 200 hours of paid time off annually; and twelve paid holidays each calendar year.

Equal Opportunity Employer

Andersen Tax is an equal‑opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law.