Senior Associates

Hybrid

A dynamic financial services company in San Francisco, CA is seeking a highly motivated Senior Associate - M&A Due Diligence to contribute to its growing team. This role involves conducting in-depth financial and accounting due diligence for mergers and acquisitions, analyzing financial statements, validating EBITDA, and preparing detailed client recommendations for investments.

The Senior Associate will also collaborate closely with internal teams, manage multiple projects simultaneously, and foster strong relationships with clients, ensuring a seamless and professional experience throughout each engagement. Ideal candidates thrive in fast-paced environments, possess exceptional analytical and communication skills, and are eager to contribute to a dynamic, team-focused culture.

Salary Range: $125,000 / year DOE w ith potential on-target earnings of $160,000, including quarterly performance-based bonuses

Senior Associate Responsibilities:

• Analyze financial statements of target companies, assessing earnings/EBITDA validity, cash flows, and financial health
• Prepare detailed reports and presentations that synthesize complex financial data into actionable insights for clients
• Manage multiple client projects simultaneously, ensuring high-quality and timely deliverables
• Collaborate with internal teams and external clients, fostering strong relationships and providing expert financial guidance
• Utilize advanced Excel functions, Power BI, and other tools to create sophisticated financial analyses and visualizations

Senior Associate Requirements:

• Bachelor's degree in finance, accounting, or economics required
• CPA certification required (inactive status acceptable); additional certifications such as CFA or advanced degrees preferred
• Minimum of 2+ years of professional experience in audit or financial due diligence, with a strong preference for Big 4 backgrounds
• Proven expertise in financial statement analysis, quantitative analysis, and strategic problem-solving
• Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI or Alteryx is a plus
• Exceptional communication skills with the ability to articulate complex concepts effectively to clients and colleagues
• Highly motivated, team-oriented individual who thrives in a fast-paced, collaborative environment

Benefits:

• 100% employee coverage for medical, vision, and dental; 50% dependent coverage
• Generous PTO policy, including 15 days PTO, 7-8 paid holidays, and a soft close from Christmas to New Year's
• 401(k) with 3% safe harbor contribution starting day one, fully vested after 1.5 years
• Professional growth opportunities, including training programs, mentorship, and partner-track potential
• Frequent team-building events, company-sponsored outings, and celebrations
• Complimentary meals and beverages at the office and company-sponsored ride-share services for late hours

Apply Now!

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