teamshares - Financial Due Diligence Lead (In-House)
Requirements
• 4+ years of financial due diligence and buy-side transaction experience, with a minimum of 2-3 years specifically in financial due diligence roles (accounting advisory, private equity, or transaction advisory). • Demonstrated expertise in financial accounting, tax accounting (reporting), and business valuation as it applies to small to mid-market acquisitions. • Proven experience with quality-of-earnings analysis, normalization adjustments, and working capital assessments. • CPA, CA, or CFA certification (strongly preferred). • Experience working for a premier or Big 4 accounting firm (strongly preferred). • Demonstrated capabilities in evaluating and analyzing small to medium-sized businesses across multiple industries. • Strong interest in and passion for empowering employee ownership in small businesses. • Entrepreneurial, self-starter mentality, excelling in both team-based and self-directed environments. • Highly motivated and able to manage multiple diligence engagements simultaneously while meeting tight deadlines. • Exceptional verbal, written, and interpersonal communication skills with ability to explain complex financial concepts clearly to non-financial stakeholders. • Strong analytical, organizational, and leadership skills with attention to quality and accuracy. • Proficient in Microsoft Excel (advanced) and other presentation tools; comfortable learning new financial software. • Self-directed and able to take initiative and ownership of diligence workstreams and lead components of engagements independently. • Detail-oriented with high standards for accuracy and thoroughness in financial analysis.
Responsibilities
• Lead and execute financial due diligence reviews for potential acquisitions, conducting comprehensive analysis of financial statements, accounting practices, tax positions, and historical performance to assess financial viability and identify risks and opportunities. • Develop sophisticated financial analyses and pro forma financial models (income statement, balance sheet, free cash flows, sensitivity analyses, and scenarios) to support acquisition thesis development. • Perform detailed quality-of-revenue and quality-of-earnings analysis, including identification of one-time items, normalization adjustments, and sustainable earnings capacity. • Analyze working capital requirements, cash conversion cycles, and capital expenditure needs based on historical trends and projections. • Lead financial accounting and tax due diligence workstreams, including review of GAAP compliance, contingent liabilities, tax compliance, and carve-out accounting issues for addon acquisitions. • Develop and present financial and operational insights into each opportunity based on detailed financial data analysis, assessment of accounting processes and controls, and strategic fit with our investment thesis. • Work closely with legal, tax, and operational teams to gather relevant information, resolve financial diligence findings, and ensure a holistic approach to due diligence across all functional areas. • Prepare comprehensive due diligence reports, financial models, and workbooks outlining key findings, material risks, accounting and tax issues, and opportunities; present findings to the investment committee and leadership in a clear and concise manner. • Maintain exceptional attention to detail to ensure all work is free of errors and meets the highest standards of financial analysis quality. • Collaborate with the technology team to translate due diligence learnings and key financial insights into actionable software improvements that enhance due diligence efficiency.
Benefits
• We believe in supporting every team member with a competitive salary and a generous benefits package, including equity for all employees, exceptional medical/dental/vision benefits plans for employees and their families, and paid parental leave. We value time off and actually take our vacations, and we have a healthy work-life balance culture that checks egos at the door and truly unplugs at the end of the day. We embody a growth mindset and provide the support you need to grow in your career.
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