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DPO&Co. - DPO Consulting and Investing, LLC · 6 days ago

Associate - Financial Due Diligence (FDD)

Chicago, IL

Full-time

Onsite

Mid, Senior Level

3+ years exp

DPO&Co is a boutique M&A consulting and private investing firm serving private equity sponsors and founder-led businesses across the deal lifecycle. The Associate will independently lead workstreams on financial due diligence, manage junior staff, and engage with clients to deliver actionable insights.

Business DevelopmentConsultingOutsourcing

Hiring Manager

Steven Eroyan, CPA

Responsibilities

Independently lead workstreams on deals from $10M to $400M EV, serving as the primary driver for assigned areas of financial due diligence

Directly manage Analysts and Senior Analysts, providing guidance, oversight, and feedback to ensure quality and timely deliverables

Serve as primary point of contact for specific diligence areas, interacting regularly with clients, management teams, and private equity sponsors

Engage with clients and PE deal teams to deliver actionable insights, influencing deal terms and strategic decisions

Contribute to business development and proposal efforts, including drafting scopes of work, pricing, and pitch materials

Serve as interim finance leadership (e.g., Assistant Controller, FP&A lead) during integrations, standups, and standalone CFO Services engagements

Gain exposure to tax diligence, purchase accounting, post-close reconciliations, and more

Assist in executing and leading strategy and operations consulting engagements

Lead small FDD and other engagements, and be a key contributor on larger, more complex projects

Review and refine analyses prepared by junior staff, ensuring accuracy, consistency, and clarity in all work products

Synthesize financial findings into client-ready deliverables, presenting clear narratives supported by rigorous analysis

Manage client and target communications, responding promptly to requests and proactively addressing issues

Assist in scoping and budgeting new engagements, providing input based on prior experience and understanding of client needs

Collaborate with legal counsel on purchase agreements; provide inputs for earnouts, TSAs, etc

Build or review LBO models and valuation bridges to support client negotiations and IC materials

Lead and execute in post-close activities, including opening balance sheet setup, ASC 805 entries, and reporting processes

Qualification

Financial Due DiligenceUS GAAPM&A Accounting PrinciplesERP SystemsExcelInterpersonal SkillsWriting SkillsCommunication Skills

Required

Bachelor's (Master's preferred) degree in Accounting, Finance, or a related field; CPA, CA, or CFA preferred or in progress

3–6 years of experience in financial diligence, audit, FP&A, or PE portfolio operations

Strong understanding of US GAAP, IFRS, financial statements, and M&A accounting principles

Familiarity with PE-style diligence, EBITDA bridges, and transaction structuring

Experience with ERP systems such as QuickBooks, Sage, NetSuite, SAP, Oracle

Proficient in Excel and other MS Office tools; Power BI or Alteryx experience is a plus

Comfortable managing ambiguity and multiple deadlines in a fast-paced environment

Strong interpersonal and writing skills; able to communicate clearly with clients and team members

Company

DPO&Co. - DPO Consulting and Investing, LLC

DPO&Co specializes in helping Private Equity firms and their portfolio companies gain fact-based insights during the diligence process and realize post-close synergies and value creation plans.

Founded in 2017

Chicago, Illinois, USA

51-200 employees