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TAS Senior Associate 1 - Financial Due Diligence

Remote · USA Full-time New today

We are seeking a TAS Senior Associate to work with our onshore and offshore team members to provide financial due diligence of middle-market US clients. The role involves working with clients, key decision makers, and business owners across various industries and geographies to deliver a top-quality client experience.

Requirements

  • Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
  • Qualification - CA/CPA/MBA finance
  • Approximately 3-5 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

Benefits

  • Competitive benefits and compensation package
  • Flexibility in your schedule
  • Empowering you to balance life’s demands while maintaining your ability to serve clients

Originally posted on Himalayas

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