Apply on Employer Site

Teamshares · 4 hours ago

Transaction Diligence - Senior Associate

United States

Full-time

Remote

Mid, Senior Level

3+ years exp

Teamshares is a tech-enabled acquiror of high-quality businesses, aiming to provide a permanent home for companies. The Transaction Diligence - Senior Associate will lead financial due diligence for potential acquisitions, develop financial analyses, and support investment decision-making throughout the transaction process.

CommercialFinancial ServicesFinTechManufacturingRetail

Responsibilities

Lead and execute financial due diligence reviews for potential acquisitions of small businesses based on our core investment thesis, ensuring thorough analysis of financial statements and historical performance

Develop financial analyses and other pro forma financial models (including income statement, balance sheet, free cash flows, and sensitivity analyses, as needed)

Develop and present financial and operational insights into each opportunity based on financial data provided, accounting processes, and strategic fit with the investment thesis

Perform quality-of-revenue and quality-of-earnings analysis and develop working capital metrics

Work closely with legal, tax, and operational teams to gather relevant information and ensure a holistic approach to due diligence

Communicate findings effectively and provide guidance to team members throughout the due diligence process

Prepare detailed reports and workbooks outlining key findings, risks, and opportunities and present findings to the investment team in a clear and concise manner

Assist in preparing indications of interest offers, LOIs and provide technical input to purchase agreements

Review the work of peers and other team members, ensuring accuracy and quality of deliverables

Maintain a keen attention to detail to ensure all work is free of mistakes and meets the highest standards of quality

Collaborate with the technology team to translate due diligence learnings and key insights into actionable software improvements and capabilities

Ensure seamless integration of technology solutions to enhance the efficiency of the due diligence process

Qualification

Financial due diligenceFinancial modelingAccounting experienceCPA certificationAnalytical skillsMicrosoft ExcelCommunication skillsOrganizational skillsLeadership skills

Required

3+ years of accounting and buy-side transaction experience in an accounting advisory, private equity or broad transaction advisory setting with exposure to both financial and tax (reporting) accounting

Demonstrated capabilities in evaluating small to medium-sized businesses

Strong interest in and passion for empowering employee ownership in small businesses

Entrepreneurial, self-starter mentality, excelling in both team-based and self-directed environments

Highly motivated and able to manage multiple projects simultaneously

Exceptional verbal, written and interpersonal communication skills

Strong analytical, organizational and leadership skills

Proficiency in Microsoft Excel and other presentation tools

Ability to take initiative and ownership of workstreams and work independently