Senior Associate - Financial Due Diligence

Centri Business Consulting provides the highest quality advisory consulting services  to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO  and HR advisory  services for companies of various sizes and industries. From complex technical accounting transactions  to monthly financial reporting, our professionals  can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.

We are One Firm, One Team, and One Culture. It’s how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be.  You’re not just a number. You’re part of the Centri Family.

Career Advancement:

• Working at Centri is not just a job, it is a career path. We promote on talent, not tenure,  allowing our team to take ownership of their growth & career trajectory

The M&A Senior Associate position has the primary responsibility of oversight over the mergers and acquisitions engagement work plans. Serving as a current and future leader of the firm, the Senior Associate demonstrates the attributes of excellent client service and assists team members in developing technical and professional competency.

Core Responsibilities: 

• Develop, review, and evaluate financial models within broadly defined guidelines, focusing on major assumptions for projections, scenarios analysis and comparisons to historical results.
• Compile and evaluate company and industry data from key information sources including Pitchbook, Company Reports and Financial Statements and industry sources.
• Identify key financial and operational issues, results and trends and report on key findings that may impact a potential transaction.
• Assist with the preparation of financial analysis as required for the transaction process.
• Prepare target lists of potential investors or buyers based on information sources and general internet searches.
• Process financial statements, general ledger, and trial balances to evaluate historical financial performance, including sustainable earnings, working capital, etc., to uncover performance issues/trends.
• Assist with other ad-hoc sell-side and deal management tasks as required.
• Identify time allocated to out of scope tasks not identified in the scope of work and alert manager.
• Communicate to the team on daily project status and reach out for work when there is downtime. Identify and communicate potential problem areas as developed during engagements.
• Build in person connections with peers and managers.
• Engage with the client for requests and leading client calls.
• Review utilization for yourself and all direct reports align with expectations.
• Support Firm initiatives and development opportunities.
• Work to build relationships and promote collaboration in a hybrid environment.

Required Skills/Abilities:

• Strong working knowledge of the Generally Accepted Accounting Principles.
• Being a strong champion for and thrives in an environment of changing priorities.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Above average written and verbal communication skills.
• Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition.
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.

Education and Experience:

• Bachelor’s degree in Accounting or equivalent required.
• Begin taking exams for the pursuit of the CPA certification.
• 4+ years of relative experience; at least 1 in public accounting or professional services highly preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Must be able to travel up to 25%.

This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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