Financial Transactions Specialist
2 weeks ago
SGV & Co. is a leading professional services organization seeking a highly skilled and motivated individual to join our team as a Senior Associate in M&A Financial Due Diligence.
This role presents an excellent opportunity for you to develop your expertise in financial due diligence and work with experienced professionals on complex transactions across various sectors.
You will be responsible for analyzing financial and operational results of businesses, reviewing accounting records, and participating in interviews with management to gain valuable insights.
As part of our cross-functional teams, you will work closely with colleagues from diverse backgrounds to deliver high-quality results and contribute to the growth of our business.
Key responsibilities include:
- Participating in financial due diligence engagements related to transactions involving private equity investor groups and strategic corporate buyers.
- Analyzing financial and operational results of businesses to be acquired or sold.
- Working effectively as a team member by demonstrating commitment to quality, sharing responsibility, providing support, maintaining communication, and updating senior team members on progress.
- Preparing analyses of historical and pro forma financial information to assess trends and fluctuations that may impact cash flow requirements and deal valuation.
- Performing industry and company research utilizing online tools and publicly available information.
- Assisting in researching technical accounting issues to evaluate implications on transaction valuation and structuring.
- Assisting in preparing reports and schedules that will be delivered to clients and other parties.
- Developing and maintaining productive working relationships with client personnel.
To excel in this role, you must have:
- Bachelor's degree in Accountancy or Finance with at least two to three years of relevant work experience.
- CPA license would be advantageous.
- Candidates with lesser experience may be considered for Associate level.
- Strong analytical skills, able to analyze financial and non-financial information to formulate views and conclusions.
- Strong presentation and report writing skills.
We offer a range of benefits, including continuous learning opportunities, success defined by you, transformative leadership, and a diverse and inclusive culture.
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