Senior Accountant / Audit Associate (Financial Due Diligence)

About the Company

Our client is a professional services firm specializing in financial due diligence and transaction support for mergers and acquisitions. They partner with business owners, investors, and acquisition teams to evaluate financial performance, identify risks, and provide the insights necessary to make informed investment decisions.

As deal volume continues to grow, they are seeking a highly analytical Senior Accountant / Audit Associate to support complex financial diligence engagements and help drive successful transaction outcomes.

Role Overview

The Senior Accountant / Audit Associate will play a key role in conducting financial due diligence for mergers, acquisitions, and strategic transactions. This position is heavily focused on financial analysis, building sophisticated Excel models, identifying trends and risks, and creating client-ready reports and presentations.

The ideal candidate has a strong accounting or audit background, exceptional Excel skills, and the ability to transform complex financial information into actionable insights. This is a high-impact role for someone who enjoys digging into data, uncovering financial stories, and supporting critical business decisions.

Key Responsibilities

Financial Due Diligence

Conduct financial due diligence on acquisition targets and strategic investment opportunities
Analyze historical financial statements, general ledgers, and supporting schedules
Identify financial risks, trends, anomalies, and key performance drivers
Assess quality of earnings, working capital, and cash flow performance
Support buy-side and sell-side transaction engagements

Financial Modeling & Analysis

Build and maintain complex Excel workbooks and financial models
Perform variance analysis, trend analysis, and scenario modeling
Consolidate and organize large data sets into meaningful insights
Develop financial schedules and supporting analyses for transaction teams

Reporting & Presentation Development

Create client-facing PowerPoint presentations summarizing findings and recommendations
Prepare executive-level reports and diligence summaries
Present financial conclusions in a clear and concise format
Ensure deliverables are accurate, organized, and professional

Audit & Accounting Support

Apply accounting knowledge to evaluate financial reporting accuracy
Review financial statements and supporting documentation
Identify accounting adjustments and normalization opportunities
Assist with special projects and transaction-related analyses

Process Improvement & Technology Utilization

Leverage technology and analytical tools to improve efficiency
Utilize AI tools where appropriate to enhance research and workflow effectiveness
Support continuous improvement of diligence processes and reporting standards

Required Qualifications

5–10 years of experience in accounting, audit, transaction advisory, financial due diligence, or related fields
Advanced Microsoft Excel skills with the ability to build complex financial models from scratch
Strong understanding of accounting principles and financial statement analysis
Experience analyzing large volumes of financial data
Excellent written and verbal English communication skills
Strong analytical, critical thinking, and problem-solving abilities
Ability to manage multiple projects and deadlines simultaneously
High attention to detail and commitment to accuracy

Preferred Qualifications

CPA designation or CPA-track candidate highly preferred
Background in public accounting, audit, transaction advisory, or M&A support
Experience performing Quality of Earnings (QoE) analysis
Familiarity with mergers and acquisitions processes
Experience creating executive-level PowerPoint presentations
Familiarity with AI tools such as Claude or similar platforms

Role Details

Fully remote position
Full-time schedule
Monday–Friday, 9:00 AM – 5:00 PM
Senior-level position requiring 5–10 years of experience

What This Role Offers

Opportunity to work on complex M&A and transaction advisory engagements
Direct exposure to business acquisitions, investment decisions, and financial strategy
High-impact analytical work supporting executive-level decision-making
Collaborative environment with experienced finance and transaction professionals
Opportunity to leverage both accounting expertise and advanced financial modeling skills

Ideal Candidate Profile

Experienced accountant or auditor who enjoys digging into financial data
Advanced Excel user capable of building sophisticated models independently
Strong communicator who can translate financial findings into actionable recommendations
Detail-oriented professional with a passion for transaction analysis
CPA or CPA-minded candidate seeking exposure to financial due diligence and M&A work
Self-starter who thrives in a fast-paced, deadline-driven environment

Senior Accountant / Audit Associate - 20022