Financial due diligence including drafting quality of earnings deliverables including:
Analyze historical income statements and balance sheets to calculate, support, and propose adjustments to EBITDA, uncovering non-recurring expenses, pro-forma items, and operational shifts.
Analyze monthly net working capital patterns, compute seasonality baselines and isolate normalization adjustments.
Revenue recognition analysis
Cash proof analysis
Calculate cash to accrual conversions and other adjustments to align with GAAP
Review workpapers, analyses, and deliverables prepared by associates and seniors to ensure accuracy and quality.
Coordinate and manage engagement timelines, deliverables, and client communications.
Assist in the importation and formatting of large data sets
Manage data request list and data room for due diligence engagements
Attend networking events
Assist leadership in evaluating complex accounting, financial reporting, and transaction-related matters.
Education & Experience
3-5+ years of public accounting experience, including 2+ years of dedicated transaction advisory or financial due diligence experience.
Bachelor's degree in Accounting, Finance, or related field required, with demonstrated technical accounting and financial analysis experience.
Prior experience leading workstreams or supervising staff on due diligence engagements.
Demonstrated experience preparing and reviewing Quality of Earnings analyses and reports.
Strong understanding of GAAP and financial statement analysis.
Experience working directly with private equity firms, strategic buyers, lenders, and business owners preferred.
Proven ability to manage multiple engagements and competing deadlines simultaneously.
CPA license or active progress toward CPA certification strongly preferred.
Experience coaching, mentoring, or developing junior professionals preferred.
Demonstrated project management and client relationship management skills.
#LI - hybrid
Salary Range
Salary Range
$110,000—$130,000 USD
