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  • Location: South Bay, California
  • Remote: Remote
  • Type: Direct Hire
  • Job #106

Experienced Associate

Responsibilities & Duties:

  • Perform financial due diligence and identify key risks and evaluate business drivers
  • Analyze financial statement information including income statement, balance sheet, cash flow and key operational data.
  • Analyze net working capital, debt and debt-like items
  • Assist in creating reports (including Quality of Earnings reports) and databooks for clients that highlight the key financial, findings of potential investments as well as the drivers behind sustainable profits and cash flows
  • Help to build financial models
  • Help to synthesize and convert data into meaningful information that is used to drive discussions with target management and highlight observations and conclusions
  • Manage and prioritize responsibilities and proactively consult with senior team members
  • Assist in the general execution of engagements and maintenance of client relationships
  • Support T&T and M&A practices as needed while proactively seeking development in these areas
  • This position requires 35%-65% travel
  • Timing is immediate with market compensation

Qualifications & Requirements:

The candidate should have undergraduate degree in Business, Accounting, Finance or other related fields; any post graduate degree, including MAC or MBA are preferred but not required. The candidate should have 5 -­ 10 years of prior work experience and started their career with a national investment bank, accounting or consulting firm and have recent experience with private equity, M&A and transaction services, corporate finance, or FP&A. In addition to strong technical skills and proficiency in Microsoft Excel and PowerPoint, the candidate should be or have:

  • ­Proactive, motivated, and a self-­starter with the ability to maintain a positive attitude while working in a demanding, deadline-driven environment
  • Dedication to teamwork and constant communication with fellow team members
  • Strong analytical, critical thinking, and project management skills with attention to detail
  • Ability to provide solution-­based alternatives
  • Flexibility in the prioritization and completion of tasks
  • Ability to maintain the highly confidential nature of information pertaining to ongoing or potential transactions
  • Ability to communicate (i.e. writing, facilitating, and presenting) succinctly and sufficiently to all levels of client and management personnel
  • Knowledge of technical accounting areas such as US GAAP and SEC or Private Company reporting
  • An active Certified Public Accountant (CPA) certification or equivalent is preferred
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