Senior Associate 1, Financial Due Diligence
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Коротко по делу
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.
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We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Job Responsibilities 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. • Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-upskills • Demonstrates proficient knowledge of the technology tools (e.g., advanced Excel, data analytics tools like Alteryx, etc.) required within assigned responsibilities. Minimum Qualifications Bachelor’s degree in Accounting, Finance, or a related field. 2–3 years of experience. Preferred Qualifications • 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 At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus.com. Not ready to apply yet? Join our Talent Community Why work at RSM? At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.
Чем предстоит заниматься
- 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.
Что требуется
- 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
Преимущества
- 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.
We are the leading provider of professional services to the middle market globally.