The salary range for this position is $150,000 - $160,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m.
Job Description:
- Independently lead workstreams on deals from $10M to $400M EV, serving as the primary driver for assigned areas of financial due diligence
- Directly manage Analysts and Senior Analysts, providing guidance, oversight, and feedback to ensure quality and timely deliverables
- Serve as primary point of contact for specific diligence areas, interacting regularly with clients, management teams, and private equity sponsors
- Engage with clients and PE deal teams to deliver actionable insights, influencing deal terms and strategic decisions
- Contribute to business development and proposal efforts, including drafting scopes of work, pricing, and pitch materials
- Serve as interim finance leadership (e.g., Assistant Controller, FP&A lead) during integrations, standups, and standalone CFO Services engagements
- Gain exposure to tax diligence, purchase accounting, post-close reconciliations, and more
- Assist in executing and leading strategy and operations consulting engagements
- Join a lean team where your voice matters and your development is prioritized
What You’ll Do
- Lead small FDD and other engagements, and be a key contributor on larger, more complex projects
- Review and refine analyses prepared by junior staff, ensuring accuracy, consistency, and clarity in all work products
- Synthesize financial findings into client-ready deliverables, presenting clear narratives supported by rigorous analysis
- Manage client and target communications, responding promptly to requests and proactively addressing issues
- Assist in scoping and budgeting new engagements, providing input based on prior experience and understanding of client needs
- Collaborate with legal counsel on purchase agreements; provide inputs for earnouts, TSAs, etc.
- Build or review LBO models and valuation bridges to support client negotiations and IC materials
- Lead and execute in post-close activities, including opening balance sheet setup, ASC 805 entries, and reporting processes
Qualifications
- Bachelor’s (Master’s preferred) degree in Accounting, Finance, or a related field; CPA, CA, or CFA preferred or in progress
- 5-8 years of experience in financial diligence, audit, FP&A, or PE portfolio operations
- Strong understanding of US GAAP, IFRS, financial statements, and M&A accounting principles
- Familiarity with PE-style diligence, EBITDA bridges, and transaction structuring
- Experience with ERP systems such as QuickBooks, Sage, NetSuite, SAP, Oracle
- Proficient in Excel and other MS Office tools; Power BI or Alteryx experience is a plus
- Comfortable managing ambiguity and multiple deadlines in a fast-paced environment
- Strong interpersonal and writing skills; able to communicate clearly with clients and team members
To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m.
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