Financial Due Diligence Specialist

6 days ago


Chicago, Illinois, United States Andersen Tax LLC Full time

About Andersen Tax LLC

We are a leading professional services organization with a global presence, providing a wide range of services including tax, valuation, and business advisory. Our team of experts is dedicated to helping clients achieve their goals and overcome complex challenges.

The Role

As a Transaction Advisory Manager, you will play a key role in conducting financial due diligence for potential transactions. This will involve analyzing financial statements, performance metrics, market dynamics, and risks associated with target companies.

Key Responsibilities

  • Assist in conducting financial due diligence by analyzing target companies' financial statements, performance metrics, market dynamics, and risks;
  • Identify and assess financial risks associated with potential transactions, including financial reporting accuracy, compliance, cash flow analysis, debt structures, and any potential contingencies;
  • Communicate with target management teams and client personnel;
  • Prepare due diligence reports, summarizing key findings, risks, and recommendations, to support decision-making by clients;
  • Supervise, train, mentor and evaluate Seniors, Associates and Interns;
  • Receive formal training related to Transaction Advisory Services, on the job training, direct feedback from industry leaders, and the opportunity to pursue additional training through internal and external resources.

Requirements

  • Bachelor's degree required; Accounting, Finance, Economics or related degree preferred;
  • Certified Public Accountant credential;
  • At least 6 years relevant work experience with a Big Four or national accounting firm, including at least 3 years of financial due diligence experience;
  • Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights;
  • Knowledge of M&A markets, including corporate, private equity, and investment banking;
  • Excellent communication skills, both written and verbal;
  • Exceptional interpersonal skills and a natural facilitator;
  • Proficient use of technology including MS Excel, Power Point, Power BI, or other analytics software.


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