Senior Associate - Transaction Advisory/Financial Due Diligence

Alvarez & Marsal in San Francisco, CA

  • Type: Full Time
position filled
A&M’s Transaction Advisory Group (TAG) has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Houston, Nashville, Los Angeles and San Francisco. TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. A&M TAG is seeking a Senior Associate to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target’s quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.

What will you be doing?

As a Senior Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.

Responsibilities include:

Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients’ investment strategy.
Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.
Assess the quality of the target company’s reported earnings, net assets and cash flows.
After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client’s valuation and sale, purchase agreement and provide other negotiating points
Participate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.
Be actively involved in building and maintaining client relationships and other business development opportunities.

Who will you be working with?

We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values – integrity, quality, objectivity, fun and personal reward while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure.

How will you grow and be supported?

As a demonstration of A&M’s strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work.

Qualifications:

A minimum of 2-4 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group
Bachelor’s or Master’s degree in Accounting and/or related major
Certified Public Accountant (CPA) or in the process of obtaining one
Working knowledge of US GAAP and SEC reporting
High proficiency in Excel and PowerPoint
Excellent interpersonal and communication skills
Strong project management skills
Flexibility to work as both a team member and as an individual contributor
Ability to thrive and be effective in fast-paced settings

Voluntary Inclusion

It is Alvarez & Marsal’s policy to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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