Manager - Financial Due Diligence - Private Equity Advisory

By joining our rapidly growing Financial Due Diligence practice, you will serve as a trusted partner to our clients. You will bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

This role offers the opportunity to work on complex M&A transactions, providing clients with critical insights into financial performance and risks. Projects involve large, complex transactions, high- volume roll-ups, carve-outs, divestitures, and sell-side transactions. You will work with private equity firms, corporate acquirers, and lenders, delivering high-quality analyses that drive informed decision-making.

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

Qualifications:

• Degree in Accounting, Finance, or Economics
• CFA or advanced degree preferred