Senior Associate - Transaction Diligence

Job Summary

A company is looking for a Transaction Diligence - Senior Associate.

Key Responsibilities

• Lead and execute financial due diligence reviews for potential acquisitions of small businesses
• Develop financial analyses and pro forma financial models, including income statements and cash flows
• Prepare detailed reports outlining key findings, risks, and opportunities for the investment team

Required Qualifications

• 3+ years of accounting and buy-side transaction experience in an advisory or private equity setting
• CPA, CA, or CFA certification preferred
• Experience with mid-market accounting firms is strongly preferred
• Demonstrated capabilities in evaluating small to medium-sized businesses
• Strong interest in empowering employee ownership in small businesses