Senior Associate – Transaction Advisory/Financial Due Diligence

Job Description

Senior Associate – Transaction Advisory Group – Financial Due Diligence | Alvarez & Marsal

The Tone:
This is a full-time role at Alvarez & Marsal, located in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles, or San Francisco. Alvarez & Marsal is a global consulting firm that provides hands-on solutions to client problems and assists them in reaching their potential. This role is essential for helping private equity and corporate clients secure critical financial insights, enabling them to make informed decisions and successfully execute M&A transactions. You will contribute your expertise to ensure clients receive the answers necessary to complete their deals.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles, and San Francisco
• Pay: $130000 yearly
• Team: Global Transaction Advisory Group (TAG)
• Mission: Provide financial accounting due diligence for private equity and corporate clients to support buy-side and sell-side transaction decisions.
• Tech Stack: Excel, PowerPoint

What You’ll Actually Do
• Due Diligence: Assist with core financial due diligence, helping identify key risks, potential deal breakers, and assess business strengths and weaknesses against industry benchmarks.
• Financial Analysis: Analyze detailed financial statement information, converting data into meaningful information for discussions with target management and to drive observations.
• Quality Assessment: Assess the quality of the target company’s reported earnings, net assets, and cash flows.
• Report Construction: Aid in constructing deal-oriented reports and presentations for clients that highlight key financial and commercial findings, articulating their incorporation into valuation.
• Client Interaction: Participate in meetings and conference calls with target company management and client personnel, serving as a secondary point of contact for day-to-day execution matters.

The Must-Haves
• Background: Bachelor’s or Master’s degree in Accounting and/or a related major. This is a Senior Associate level role focused on transaction advisory and financial due diligence.
• Experience: Minimum of 2-4 years of audit and financial accounting due diligence experience at a top accounting firm, with at least 1 year specifically in financial due diligence.
• Skills: Working knowledge of US GAAP and SEC reporting, high proficiency in Excel and PowerPoint, excellent interpersonal and communication skills, strong project management skills.
• Bonus: Certified Public Accountant (CPA) or actively pursuing one.