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Job type
Full-time
Work mode
Hybrid
Level
Senior
Department
Finance and Accounting
Experience
4+ years experience
Posted
Aug 31, 2026
About the role
What You'll Do:
Perform financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, as well as the analysis of working capital, cash flows, and key financial metrics
Review and interpret financial statements under GAAP and other relevant standards
Develop and present client deliverables, including detailed Excel analyses and PowerPoint presentations summarizing findings
Work on multiple projects simultaneously, ensuring timely and accurate deliverables
Collaborate with internal teams and client executives, including CFOs and Controllers, to gather data and communicate insights effectively
Utilize advanced Excel functions and analytics tools (PowerBI and Alteryx) to synthesize data and identify trends
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
Mentor junior team members and foster a collaborative, inclusive team environment
What You'll Bring:
4+ years of professional experience in audit and/or financial due diligence, preferably within Big 4 or similar firms
Strong understanding of the financial due diligence process, including past experience issuing quality of earnings reports with a view toward Adjusted EBITDA, NWC, and Net Debt
Experience working with target company CFOs and Controllers, as well as Private Equity Partners
Strong understanding of GAAP and financial statement analysis
Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI and Alteryx is an advantage
Excellent analytical, organizational, and communication skills, with the ability to manage competing priorities in a fast-paced environment
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Ability to work onsite in San Francisco three days per week
