associate - financial due diligence - m&a in walnut creek

posted
contact
jeremy pike, tatum executive services
job type
permanent
salary
US$ 110,000 - US$ 160,000 per year
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job details

posted
location
walnut creek, california
job category
Accounting & Auditing
job type
permanent
working hours
8 to 5
salary
US$ 110,000 - US$ 160,000 per year
experience
1 Years
reference number
500432
contact
jeremy pike, tatum executive services
phone
702-734-1110

job description

job summary:

Tatum by Randstad is recruiting for an awesome opportunity and newly-created position as Associate-Financial Due Diligence for a software company in a newly-formed M&A team that actively acquires similar businesses that fit the company's business goals and culture.

 
location: Walnut Creek, California
job type: Permanent
salary: $110,000 - 160,000 per year
work hours: 8 to 5
education: Bachelor's degree
experience: 1 Years
 
responsibilities:

The Finance Associate's responsibilities include the following:

  • Plan and execute financial due diligence analyses, including, but not limited to, quality of earnings, net working capital, indebtedness, revenue retention, and run-rate financial performance, as well as including direction of third-party vendors
  • Interface directly with Founders and senior executives from Target companies to understand the trends and drivers of the business
  • Oversee HR (i.e., employee & benefits), insurance and tax due diligence
  • Facilitate financial and operations integration / onboarding of newly acquired companies through working with the CEOs and finance leads
  • Collaborate closely with internal (CTO, Corporate Development, HR Director, etc.) and external (legal counsel, diligence providers, lenders, etc.) deal team members
  • Interact with the company's leadership team and CEOs as well as the key external financial stakeholders (lenders and financial sponsor)
  • Identify and negotiate purchase price adjustments and deal structure considerations
  • Assist with build of the financial model / projections based on understanding of the business and its underlying metrics and key performance indicators (KPIs)
  • Provide other ad hoc analysis, projections, forecasts and valuation support for acquisitions and operating companies
 
qualifications:

The ideal candidate will have a minimum of a Bachelor's degree and come from a CPA firm with between 1 and 5 years of experience heavy in mergers and acquisitions. Qualified candidates will have a strong understanding of GAAP and strong Excel skills. Experience in financial due diligence on the buy side of acquisitions is required.

 
skills: M&A Due Diligence / Integration, Investment Accounting, M&A Due Diligence, M&A Integration

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

skills

M&A Due Diligence / Integration, Investment Accounting, M&A Due Diligence, M&A Integration

qualification

The ideal candidate will have a minimum of a Bachelor's degree and come from a CPA firm with between 1 and 5 years of experience heavy in mergers and acquisitions. Qualified candidates will have a strong understanding of GAAP and strong Excel skills. Experience in financial due diligence on the buy side of acquisitions is required.

responsibilities

The Finance Associate's responsibilities include the following: 

  • Plan and execute financial due diligence analyses, including, but not limited to, quality of earnings, net working capital, indebtedness, revenue retention, and run-rate financial performance, as well as including direction of third-party vendors
  • Interface directly with Founders and senior executives from Target companies to understand the trends and drivers of the business
  • Oversee HR (i.e., employee & benefits), insurance and tax due diligence
  • Facilitate financial and operations integration / onboarding of newly acquired companies through working with the CEOs and finance leads
  • Collaborate closely with internal (CTO, Corporate Development, HR Director, etc.) and external (legal counsel, diligence providers, lenders, etc.) deal team members
  • Interact with the company's leadership team and CEOs as well as the key external financial stakeholders (lenders and financial sponsor)
  • Identify and negotiate purchase price adjustments and deal structure considerations
  • Assist with build of the financial model / projections based on understanding of the business and its underlying metrics and key performance indicators (KPIs)
  • Provide other ad hoc analysis, projections, forecasts and valuation support for acquisitions and operating companies

educational requirements

Bachelor's degree