About the Opportunity
We are seeking a highly analytical and results-driven Financial Due Diligence professional to join our Transaction Advisory team supporting complex mergers and acquisitions, private equity investments, strategic acquisitions, and corporate finance transactions. This role is responsible for evaluating the financial health of target companies, identifying transaction risks and opportunities, and delivering actionable insights that enable informed investment and acquisition decisions.
As a Financial Due Diligence professional, you will work alongside Investment Banking, Corporate Development, Private Equity, Finance, Accounting, Tax, Legal, and Executive Leadership teams to perform comprehensive financial analyses across buy-side and sell-side transactions. You will assess earnings quality, working capital trends, cash flow performance, financial reporting, and operational drivers while supporting clients throughout every stage of the transaction lifecycle.
The ideal candidate possesses strong financial modeling capabilities, exceptional analytical skills, and experience evaluating complex financial statements within fast-paced transaction environments. Success in this role requires sound business judgment, attention to detail, stakeholder management, and the ability to communicate financial findings clearly to executive leadership and clients.
This is an outstanding opportunity to work on high-profile transactions while collaborating with experienced professionals in one of the industry’s leading transaction advisory practices.
Essential Duties and Responsibilities
- Perform comprehensive buy-side and sell-side financial due diligence for mergers, acquisitions, divestitures, and strategic investments.
- Analyze historical financial statements, earnings quality, working capital trends, cash flow performance, and profitability drivers.
- Evaluate financial risks, operational performance, accounting policies, and key business assumptions.
- Develop detailed financial models supporting transaction analysis and valuation assessments.
- Identify potential deal risks, opportunities, and financial considerations that may impact investment decisions.
- Review budgets, forecasts, and management projections for reasonableness and financial accuracy.
- Collaborate with Tax, Legal, Accounting, Corporate Finance, and Executive Leadership throughout transaction engagements.
- Prepare comprehensive due diligence reports, executive presentations, and client deliverables.
- Participate in management meetings, data room reviews, and client discussions during transaction processes.
- Support purchase price allocation, transaction structuring, and post-acquisition integration planning.
- Analyze industry trends, competitive positioning, and market conditions affecting transaction value.
- Coordinate with external advisors, auditors, and client finance teams to obtain required financial information.
- Ensure compliance with accounting standards, regulatory requirements, and firm quality standards.
- Mentor junior team members and contribute to knowledge sharing across transaction advisory engagements.
- Support business development initiatives, proposal development, and client relationship management activities.
Job Qualifications and Requirements
- Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related discipline.
- Master’s degree in Accounting, Finance, or MBA preferred.
- CPA, CFA, or equivalent professional certification is highly preferred.
- Minimum 4 years of experience in financial due diligence, transaction advisory, investment banking, public accounting, or corporate finance.
- Strong understanding of U.S. GAAP, financial reporting, valuation methodologies, and transaction structures.
- Experience supporting mergers and acquisitions, private equity transactions, or strategic investments.
- Advanced proficiency in Microsoft Excel, PowerPoint, and financial modeling.
- Experience using financial reporting systems, ERP platforms, and transaction data management tools.
- Exceptional analytical, problem-solving, and project management capabilities.
- Excellent written, verbal, and executive presentation skills.
- Ability to manage multiple transaction engagements within deadline-driven environments.
Personal Capabilities and Qualifications
- Strong financial and commercial acumen.
- Exceptional analytical and critical-thinking abilities.
- High attention to detail and commitment to accuracy.
- Excellent communication and executive presentation skills.
- Strong organizational and project management capabilities.
- Professional integrity, discretion, and sound judgment.
- Ability to collaborate effectively with multidisciplinary teams.
- Adaptability within fast-paced transaction environments.
- Results-oriented mindset with strong client service skills.
- Passion for corporate finance, investment analysis, and business strategy.
Strategic Support
The Financial Due Diligence professional serves as a strategic advisor by providing financial analysis that supports mergers, acquisitions, investments, and corporate transactions. This role partners with Investment Banking, Private Equity, Corporate Development, Finance, Tax, Legal, Accounting, and Executive Leadership to evaluate financial performance, identify transaction risks, and support informed investment decisions.
Through financial modeling, earnings analysis, risk assessment, working capital evaluation, and transaction advisory services, this position directly contributes to successful deal execution, value creation, and long-term business growth.
Working Conditions
- Hybrid work environment based in New York, New York.
- Standard Monday through Friday business schedule with flexibility during active transaction cycles.
- Frequent collaboration with investment professionals, executive leadership, external advisors, and client management teams.
- Occasional domestic and international travel for client meetings, management presentations, and transaction support.
- Fast-paced professional services environment managing multiple high-value engagements.
- Company-provided technology, financial research tools, and professional development resources.
Job Function
The Financial Due Diligence professional is responsible for evaluating financial performance, identifying transaction risks, analyzing earnings quality, preparing financial models, and supporting strategic mergers, acquisitions, and investment transactions. This role delivers independent financial insights that enable clients and executive leadership to make informed business decisions while maximizing transaction value and minimizing financial risk.
Compensation & Benefits
Compensation Package: $210,000 – $310,000 annually, based on transaction advisory experience, financial expertise, certifications, and overall qualifications.
Our comprehensive benefits package includes:
- Annual performance bonus
- Long-term incentive opportunities
- Comprehensive medical, dental, and vision insurance
- 401(k) retirement savings plan with generous company matching
- Health Savings Account (HSA) and Flexible Spending Account (FSA)
- Flexible paid time off and company holidays
- Paid parental and family leave
- CPA, CFA, and continuing education reimbursement
- Leadership development and technical training programs
- Employee wellness and mental health resources
- Life, AD&D, and long-term disability insurance
- Employee Assistance Program (EAP)
- Hybrid work flexibility
- Business travel reimbursement
- Career advancement opportunities within a globally recognized transaction advisory and investment banking organization
Why Join Us
Join an organization where complex transactions, strategic advisory, and financial excellence define our success. We are committed to developing exceptional professionals through exposure to high-profile deals, industry-leading clients, and a collaborative culture focused on innovation and continuous learning.
As a Financial Due Diligence professional, you will work alongside experienced advisors on transformative transactions, influence strategic investment decisions, and help clients navigate critical business opportunities with confidence. If you are passionate about mergers and acquisitions, financial analysis, and delivering measurable value through transaction advisory, we encourage you to join our growing team.
Job Features
| Job Category | Investment Banking & Transaction Advisory Services |