Senior Associate - Financial Due Diligence jobs in United States
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Centri · 3 days ago

Senior Associate - Financial Due Diligence

Centri Business Consulting provides high-quality advisory consulting services to its clients. The M&A Senior Associate position is responsible for overseeing mergers and acquisitions engagement work plans and demonstrating excellent client service while assisting team members in developing their technical and professional skills.

AccountingFinanceManagement Consulting

Responsibilities

Develop, review, and evaluate financial models within broadly defined guidelines, focusing on major assumptions for projections, scenarios analysis and comparisons to historical results
Compile and evaluate company and industry data from key information sources including Pitchbook, Company Reports and Financial Statements and industry sources
Identify key financial and operational issues, results and trends and report on key findings that may impact a potential transaction
Assist with the preparation of financial analysis as required for the transaction process
Prepare target lists of potential investors or buyers based on information sources and general internet searches
Process financial statements, general ledger, and trial balances to evaluate historical financial performance, including sustainable earnings, working capital, etc., to uncover performance issues/trends
Assist with other ad-hoc sell-side and deal management tasks as required
Identify time allocated to out of scope tasks not identified in the scope of work and alert manager
Communicate to the team on daily project status and reach out for work when there is downtime. Identify and communicate potential problem areas as developed during engagements
Build in person connections with peers and managers
Engage with the client for requests and leading client calls
Review utilization for yourself and all direct reports align with expectations
Support Firm initiatives and development opportunities
Work to build relationships and promote collaboration in a hybrid environment

Qualification

Generally Accepted Accounting PrinciplesFinancial modelingMicrosoft Office SuiteCPA certification pursuitInterpersonal skillsWritten communicationVerbal communicationTeam collaboration

Required

Strong working knowledge of the Generally Accepted Accounting Principles
Being a strong champion for and thrives in an environment of changing priorities
Interpersonal skills to interact in a team environment and foster client relationships
Above average written and verbal communication skills
Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition
Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert
Proficient in Microsoft Office Suite with an emphasis on Excel skills
Bachelor's degree in Accounting or equivalent required
Begin taking exams for the pursuit of the CPA certification
4+ years of relative experience; at least 1 in public accounting or professional services highly preferred
Prolonged periods sitting at a desk and working on a computer
Must be able to lift items up to 30 pounds at times
Must be able to travel up to 25%

Preferred

4+ years of relative experience; at least 1 in public accounting or professional services highly preferred

Company

Centri

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Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs.

Funding

Current Stage
Growth Stage

Leadership Team

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Michael M. Aiello, CPA
CEO & Managing Partner
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Christian DeChurch
Chief Financial Officer
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Company data provided by crunchbase