By joining our rapidly growing Financial Due Diligence Analytics practice, you will serve as a trusted partner to our clients. You'll bring your first-hand experience, unique perspectives, and analytical rigor to deliver data-driven insights that help private equity and corporate clients navigate transactions with confidence. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.
What You'll Do:
- Execute financial and analytical workstreams across buy-side and sell-side FDD engagements,including carve-outs and divestitures, including quality of earnings analysis, net working capital assessments, EBITDA normalization, and cash flow evaluation.
- Analyze large and complex datasets—spanning transactional, operational, and financial records—to identify underlying business performance trends, margin dynamics, revenue quality, and potential deal risks and opportunities.
- Build financial models, data pipelines, and visualization tools (e.g., Power BI, Tableau, Alteryx, Excel,Snowflake, Databricks, SQL) that efficiently surface actionable insights for client deliverables and internal team review.
- Draft and contribute to sections of client-facing reports, executive summaries, presentations, and data books that clearly communicate analytical findings to deal stakeholders.
- Participate in management interviews of target company executives and collaborate with cross-functional workstreams including tax, legal, IT, and operational due diligence teams.
- Apply programming languages and analytics platforms (e.g., SQL, Python, R, Alteryx) to automate data processing and improve the efficiency and scalability of diligence workflows.
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
- Manage project workstreams, coordinate data requests, and ensure deadlines are met across concurrent engagements.
- Provide coaching and guidance to junior team members, contributing to a collaborative and growth-oriented team culture.
What You'll Bring:
- 3–5 years of experience in financial due diligence, transaction analytics, public accounting, audit, or a related financial services or advisory role.
- Working knowledge of quality of earnings, net working capital, and EBITDA analysis in an M&A or transaction context.
- Proficiency with one or more analytics and data visualization tools, including: Power BI, Tableau, Alteryx, SQL, Python, R, or advanced Excel (SUMIFS, INDEX/MATCH, Power Query, etc.).
- Strong analytical and problem-solving skills, with the ability to work through ambiguous data environments under tight timelines.
- Experience collaborating within project teams and managing individual workstreams with minimal supervision.
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
- Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
- Willingness to travel up to 30%; travel varies based on client preferences.
Qualifications:
- Bachelor's degree in Accounting, Finance, Data Science, Statistics, Economics, or a related field.
- CPA eligible or actively pursuing CPA preferred;CFA a plus; prior audit or public accounting experience a plus.