Senior Audit & M&A Leader | Growth & Due Diligence

HCVT; Irvine (CA); Hybrid; USD 160,000 - 190,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

HCVT in Irvine, CA is seeking an experienced Audit and M&A Senior Manager to lead audit engagements and provide transaction-related accounting and financial due diligence support for privately held and middle-market clients, including private equity-backed businesses.

The role combines assurance with transaction services, building client relationships, guiding teams, and contributing to business development.

Qualifications

• Bachelor's degree in accounting or a related field.
• Active CPA license required.
• Approximately eight or more years of progressive public accounting experience, including significant experience leading financial statement audits.
• Experience with financial due diligence, transaction support, quality-of-earnings analysis, or M&A-related accounting matters strongly preferred.
• Strong knowledge of U.S. GAAP and applicable auditing standards.
• Ability to evaluate complex transactions, financial trends, accounting estimates, and financial-reporting risks.
• Strong proficiency in Microsoft Excel and financial-data analysis.
• Demonstrated ability to balance recurring audit responsibilities with project-based, deadline-driven transaction work.
• Excellent project-management, client-service, written communication, and presentation skills.
• Ability to travel based on engagement needs.

Responsibilities

• Plan, manage, and complete financial statement audit engagements.
• Manage engagement scope, staffing, budgets, timelines, risk assessments, and client communications.
• Review financial statements, disclosures, workpapers, and audit documentation for technical accuracy and completeness.
• Evaluate significant accounting estimates, unusual transactions, internal-control considerations, and financial-reporting risks.
• Research and resolve complex accounting and auditing matters.
• Communicate audit findings, internal-control observations, and recommendations to client management and governance groups.
• Maintain strong client relationships and serve as a trusted advisor on accounting and financial-reporting matters.
• Ensure engagement teams comply with applicable independence, ethics, documentation, and quality-control requirements.
• Lead or support buy-side and sell-side financial due diligence engagements.
• Analyze historical and projected financial information to identify trends, risks, and transaction considerations.
• Assess quality of earnings, normalized EBITDA, working capital, net debt, debt-like items, cash flows, and other financial metrics.
• Assist clients with pre-transaction financial readiness, seller assistance, and preparation for buyer due diligence.
• Evaluate financial-information quality and identify accounting matters that may affect valuation, transaction structure, or integration planning.
• Participate in management interviews and discussions with transaction stakeholders.
• Prepare and review financial analyses, databooks, reports, and transaction-related presentations.
• Coordinate with transaction advisory, tax, valuation, and other specialists.
• Support post-transaction accounting and financial-reporting matters when appropriate.
• Develop trusted relationships with current and prospective clients across assurance and advisory services.
• Participate in proposals, pitch meetings, presentations, and networking activities.
• Identify transaction-related needs within the firm’s existing client base.
• Introduce clients to appropriate professionals and services across the firm.
• Collaborate with Principals and Partners on business-development priorities.
• Develop professional visibility through industry associations, events, and thought leadership.
• Lead, coach, and develop audit and transaction engagement teams.
• Provide timely performance feedback and support individual career-development plans.
• Participate in recruiting, onboarding, training, scheduling, and performance management.
• Help team members develop audit, accounting, analytical, and client-service capabilities.
• Promote collaboration and effective resource sharing between audit and advisory teams.

Skills

CPA license

U.S. GAAP knowledge

Project management

Client service

Written communication

Presentation skills

Travel ability

Education

Bachelor's degree in accounting or related field

Tools

Microsoft Excel

Job description

HCVT in Irvine, CA is seeking an experienced Audit and M&A Senior Manager to lead audit engagements and provide transaction-related accounting and financial due diligence support for privately held and middle-market clients, including private equity-backed businesses.

The role combines assurance with transaction services, building client relationships, guiding teams, and contributing to business development.