Teamshares
M&A Diligence - Senior Associate
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Job Description
- Req#: c117e67a-fe86-4b77-90c1-9d3cb32c8c3d
Employer Industry: Financial Services and Business Acquisition
Why consider this job opportunity:
- Competitive salary with equity opportunities for all employees
- Generous benefits package including exceptional medical, dental, and vision plans for employees and their families
- Paid parental leave to support work-life balance
- Healthy work-life balance culture that encourages taking time off
- Opportunities for professional growth and career development within the organization
What to Expect (Job Responsibilities):
- Lead and execute financial due diligence reviews for potential acquisitions, analyzing financial statements and historical performance
- Develop financial analyses and pro forma financial models, including income statements, balance sheets, and cash flow projections
- Communicate findings effectively and provide guidance to team members throughout the due diligence process
- Prepare detailed reports outlining key findings, risks, and opportunities for the investment team
- Collaborate with the technology team to enhance the efficiency of the due diligence process through actionable software improvements
What is Required (Qualifications):
- 3+ years of accounting and buy-side transaction experience in accounting advisory, private equity, or transaction advisory settings
- CPA, CA, or CFA certification preferred; experience at a mid-market accounting firm is strongly preferred
- Demonstrated capabilities in evaluating small to medium-sized businesses
- Strong interest in and passion for empowering employee ownership in small businesses
- Proficiency in Microsoft Excel and other presentation tools
How to Stand Out (Preferred Qualifications):
- Entrepreneurial, self-starter mentality with the ability to excel in both team-based and self-directed environments
- Highly motivated with exceptional verbal, written, and interpersonal communication skills
- Strong analytical, organizational, and leadership skills
- Ability to manage multiple projects simultaneously and take initiative in workstreams
#FinancialServices #BusinessAcquisition #CareerGrowth #EmployeeOwnership #WorkLifeBalance
"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."About the company
One hundred percent close rate on LOIs. Committed capital with no financing contingency. Teamshares is the buyer of choice for your business listing. Request a buyer profile to learn more about us.
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