Financial Analyst

Experienced Financial Due Diligence professional to support middle-market transaction engagements on a contract basis. This role is focused on executing high-quality financial analysis and reporting for buy-side and sell-side transactions, working closely with private equity firms, lenders, and corporate clients.

Scope of Work

• Execute financial due diligence for mergers, acquisitions, divestitures, and capital market transactions
• Analyze key areas of the Income Statement and Balance Sheet to identify risks and business drivers
• Lead assessments of net working capital, debt and debt-like items, and operational metrics
• Draft and deliver Quality of Earnings reports and other transaction advisory deliverables
• Develop tailored reports addressing normalized earnings, valuation inputs, budget achievability, indebtedness, and carve-out financials
• Collaborate with senior stakeholders on client deliverables and engagement execution
• Participate in proposal development and client calls as needed

Confirm Overall Scope

• Bachelor's degree in Accounting or related field; advanced degree a plus

7+ years of experience in financial due diligence, audit, or transaction advisory

• CPA preferred or in progress
• Strong command of US GAAP, GAAS, and SEC reporting standards
• Proven ability to manage multiple projects in a fast-paced environment
• Excellent analytical, written, and communication skills