Finance Assistant with fin - house managing client accounts and providing finance insights for SMEs. Responsible for client communications, transactions, and financial records management.
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Hybrid Manager – Financial Due Diligence, Private Equity Advisory
Posted last month
About the role
- Manager in Financial Due Diligence practice providing tailored solutions on complex M&A transactions. Collaborating with private equity firms and corporate acquirers on financial performance insights.
Responsibilities
- Perform financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, as well as the analysis of working capital, cash flows, and key financial metrics
- Review and interpret financial statements under GAAP and other relevant standards
- Develop and present client deliverables, including detailed Excel analyses and PowerPoint presentations summarizing findings
- Work on multiple projects simultaneously, ensuring timely and accurate deliverables
- Collaborate with internal teams and client executives, including CFOs and Controllers, to gather data and communicate insights effectively
- Utilize advanced Excel functions and analytics tools (PowerBI and Alteryx) to synthesize data and identify trends
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
- Mentor junior team members and foster a collaborative, inclusive team environment
Requirements
- 4+ years of professional experience in audit and/or financial due diligence, preferably within Big 4 or similar firms
- Strong understanding of the financial due diligence process, including past experience issuing quality of earnings reports with a view toward Adjusted EBITDA, NWC, and Net Debt
- Experience working with target company CFOs and Controllers, as well as Private Equity Partners
- Strong understanding of GAAP and financial statement analysis
- Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI and Alteryx is an advantage
- Excellent analytical, organizational, and communication skills, with the ability to manage competing priorities in a fast-paced environment
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
- Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
- Ability to work onsite in San Francisco three days per week
- Degree in Accounting, Finance, or Economics
- CFA or advanced degree preferred
Benefits
- comprehensive healthcare options, including medical, dental, and vision coverage
- flexible spending accounts
- 401(k) with company matching
- generous parental and maternity leave policies
- technology stipends
- wellness reimbursement programs
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