M&A Diligence - Senior Associate

What you will do:

• Lead and execute financial due diligence reviews for potential acquisitions of small businesses based on our core investment thesis, ensuring thorough analysis of financial statements and historical performance.
• Develop financial analyses and other pro forma financial models (including income statement, balance sheet, free cash flows, and sensitivity analyses, as needed).
• Develop and present financial and operational insights into each opportunity based on financial data provided, accounting processes, and strategic fit with the investment thesis.
• Perform quality-of-revenue and quality-of-earnings analysis and develop working capital metrics.
• Work closely with legal, tax, and operational teams to gather relevant information and ensure a holistic approach to due diligence.
• Communicate findings effectively and provide guidance to team members throughout the due diligence process.
• Prepare detailed reports and workbooks outlining key findings, risks, and opportunities and present findings to the investment team in a clear and concise manner.
• Assist in preparing indications of interest offers, LOIs and provide technical input to purchase agreements.
• Review the work of peers and other team members, ensuring accuracy and quality of deliverables.
• Maintain a keen attention to detail to ensure all work is free of mistakes and meets the highest standards of quality.
• Collaborate with the technology team to translate due diligence learnings and key insights into actionable software improvements and capabilities.
• Ensure seamless integration of technology solutions to enhance the efficiency of the due diligence process.

What you bring:

• 3+ years of accounting and buy-side transaction experience in an accounting advisory, private equity or broad transaction advisory setting with exposure to both financial and tax (reporting) accounting.
• CPA, CA, or CFA certification preferred.
• Experience working for a mid-market accounting firm is strongly preferred.
• Demonstrated capabilities in evaluating small to medium-sized businesses.
• Strong interest in and passion for empowering employee ownership in small businesses.Entrepreneurial, self-starter mentality, excelling in both team-based and self-directed environments.

Who you are:

• Highly motivated and able to manage multiple projects simultaneously.
• Have exceptional verbal, written and interpersonal communication skills.
• Strong analytical, organizational and leadership skills.
• Proficiency in Microsoft Excel and other presentation tools.
• Have the ability to take initiative and ownership of workstreams and work independently.