Senior Associate

Senior Associate, Hybrid in SF

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Boutique Advisory firm I represent is looking to add a high-performing candidate with 2+ years of audit experience. The candidate must be a top performer who excels in communication, technical accounting, and project management.

Firm Overview

Boutique advisory firm that provides specialized financial and accounting due diligence services to clients engaging in mergers and acquisitions (M&A).

The firm performs financial and accounting due diligence, which broadly includes financial analysis, data analysis, profitability and balance sheet investigations, and other analytical mandates.

Clients include a wide range of private equity funds, including early and late-stage investors, corporate / strategic acquirers, lenders, and other investors, many of whom have been clients for well over a decade.

Due to their experience and base of long-standing large clients, our projects involve much larger companies and complex transactions than most boutique firms are typically involved in.

They foster an entrepreneurial environment and cultivate an ownership mentality amongst our team. Hard work is required and rewarded.

Ideal Candidate

Ideal candidate has a foundation in audit with a Big 4 accounting firm and is keenly interested in financial analysis, M&A transactions, and client service.

Successful candidates are high achieving, intellectually curious, hardworking, collaborative, and exhibit a strong degree of ownership.

Candidates must possess a very strong understanding of financial statements and must be highly conversant in GAAP. Further, successful candidates are expert users of MS Excel and PowerPoint, and should have experience with relevant analytics software such as Power BI and Alteryx.

Their work requires a significant amount of interaction with partners and executives from our private equity and corporate clients, as well as the Controllers and CFOs of target companies.

Candidates should be able to lead discussions in a comfortable and confident manner, and have strong written communication.

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 and foster strong relationships with junior and senior members of the internal team. Must be an active and vocal member of the team.
• Routinely work with Excel and create complex and sophisticated Excel deliverables.
• Work on multiple projects at once; multitask and be willing to jump into new challenges and work. Time management and organization are key.
• 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+ years of professional-level work experience in audit or financial due diligence.
• Candidate must have CPA (inactive status is okay), and other licenses such as CFA and / or other advanced degrees are a plus.
• 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, and can work independently.
• Thrives in an environment that is fast-paced, rapidly changing, and customer service-oriented.
• Produces deliverables that are accurate and timely.
• Very strong understanding of all financial statements and underlying accounting.
• Expert user of the Microsoft Office suite; particularly in PowerPoint and Excel (use of advanced functions is a must). Experience with Power BI or Alteryx will also be a factor in our decision making.

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