Senior Associate – Financial Due Diligence

Job Description

Senior Associate, Corporate Transactions Group – FDD | Alvarez & Marsal

The Tone:
This is a full-time role at Alvarez & Marsal, focusing on financial due diligence within the Corporate Transactions Group. Alvarez & Marsal is a global consulting firm known for its entrepreneurial spirit, hands-on approach to problem-solving, and a culture that values independent thinkers. The Corporate Transactions Group, a subsidiary of A&M, provides structured solutions across the entire M&A deal cycle for corporate clients. This role is crucial for identifying key risks, assessing business strengths, and evaluating potential transactions to create and capture value for clients and their shareholders.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Flexible (travel required)
• Pay: $130000 yearly
• Team: Corporate Transactions Group (CTG)
• Mission: Provide integrated financial due diligence to identify transaction risks, assess business health, and inform client investment strategies throughout the M&A deal cycle.
• Tech Stack: Excel, Word, PowerPoint, database skills

What You’ll Actually Do
• Financial Diligence: Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess business strengths against industry benchmarks, and evaluate transactions.
• Financial Analysis: Analyze detailed financial statement information, including income statement, balance sheet, cash flow, and key operational data, converting it into meaningful insights for discussions with target management.
• Reporting & Presentation: Construct deal-oriented reports and presentations for clients that highlight key financial and commercial findings, maintainable profits, and cash flow drivers, aiding in valuation and negotiation points.
• 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.
• Team Leadership: Counsel, mentor, delegate work to, and review the development of CTG associates and analysts.

The Must-Haves
• Background: Bachelor’s or master’s degree in accounting and/or a related major, with a Certified Public Accountant (CPA) license or equivalent.
• Experience: A minimum of 3 years of financial accounting due diligence experience or equivalent at a top accounting firm, with working knowledge of US GAAP, SEC reporting, and purchase accounting.
• Skills: High proficiency in Excel, Word, PowerPoint, and database skills; excellent interpersonal and communication skills (written and verbal); and proficient in basic project management.
• Bonus: Ability to work effectively both as a team member in a collaborative setting and as an individual contributor, with flexibility to travel for projects as necessary.