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RSM

Senior Associate 1, Financial Due Diligence

RemoteNot specified
Published
Role
Finance
Experience
Senior
Salary not disclosed
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No BS summary

Senior Associate for Financial Due Diligence with 2-3 years of experience in Accounting or Finance. Must be proficient in Excel and data analytics tools, and able to prepare financial analyses for M&A transactions. Experience with Big 4 or equivalent is preferred.

Core skills

Financial Due DiligenceQuality of EarningsNet Working Capital analyses

Required skills

advanced Exceldata analytics toolsExcelWordPowerPoint

Optional skills

Alteryx

What you'll do

  • Prioritize data gathered from financial reports into Excel workbook analyses that provides valuable guidance to the U.S. based engagement team on specific reviews of company financials in the fast-paced world of mergers and acquisitions
  • Prepare and update document request lists and management meeting agendas
  • Participate in management meetings with the Target Company and discussions with the Client
  • Assist in preparing Quality of Earnings adjustments, Net Working Capital analyses, identifying Debt-like Items, key Points of Interest for consideration in the Report, etc.
  • Review and tie out final client reports to ensure data accuracy of reported numbers.
  • Remotely work and coordinate with RSM consulting professionals, supervisors, and senior management in the U.S. on a daily basis, including some early morning and late evening conference calls.

What they require

  • Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-up skills
  • Demonstrates proficient knowledge of the technology tools (e.g., advanced Excel, data analytics tools like Alteryx, etc.) required within assigned responsibilities.
  • Bachelor’s degree in Accounting, Finance, or a related field.
  • 2–3 years of experience.
  • Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
  • Qualification - CA/CPA/MBA finance
  • Approximately 2-5 years of related financial due diligence work experience on buy-side and sell-side transactions.
  • Ability to prepare industry-specific and other ad hoc analyses for asset management, insurance and specialty finance industries.
  • Deal experience with onshore team including data room management, document request list preparation, management meeting preparation, workbook analysis, Quality of Earnings, due diligence reports, client calls and engagement team calls.
  • Understanding of financial statements, financial ratio analysis, U.S. GAAP accounting standards, financial concepts, etc.
  • Advanced Excel skills (vlookups, pivot tables, and advanced formulas), Word and PowerPoint skills.
  • Strong analytical skills, including operational and financial analysis, benchmarking, and trend analysis
  • Excellent verbal and written communication skills

Benefits

  • a competitive benefits and compensation package for all our people.
  • flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.

RSM

We are the leading provider of professional services to the middle market globally.

Professional ServicesEnterprise
Salary not disclosed