Associate - Transaction Advisory Group - Financial Due Diligence
Alvarez & Marsal, Chicago, IL, United States
Associate – Transaction Advisory/Financial Due Diligence
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in more than 40 countries. We take a hands‑on approach to solving our clients’ problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape the industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
Description We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. We provide private equity and corporate clients buy‑side and sell‑side financial accounting due diligence. TAG professionals actively engage in assessing a target’s quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.
A&M’s Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.
The Team Global Transaction Advisory Group (TAG) is a subsidiary of A&M and leads in providing global leadership and advisory services to diverse industries. TAG professionals specialize in financial and accounting buy‑side and sell‑side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS), and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients worldwide.
How you will contribute? As an Associate, you will work with a highly motivated and effective team on a variety of projects across multiple industries, including manufacturing, distribution, consumer, retail, restaurants, business and industrial services, healthcare, software & technology, energy, and financial services. You will gain exposure to an integrated due diligence approach that goes beyond traditional quality‑of‑earning analyses and focuses on key value drivers for sponsors and lenders.
Responsibilities
Assist with core financial due diligence, identifying key risks and potential deal breakers, assessing the strengths and weaknesses of the business against industry benchmarks, and aiding the evaluation of the potential transaction in the context of the client’s investment strategy.
Analyze detailed financial statement information—including income statement, balance sheet, cash flow, and key operational data—and synthesize it into meaningful information used to drive discussions with target management.
Assess the quality of the target company’s reported earnings, net assets, and cash flows.
After investigative analysis, assist in constructing deal‑oriented reports and presentations for clients that highlight key financial, commercial, and other findings, and the drivers behind maintainable profits and cash flows. Aid the team in articulating how such findings should be incorporated into client valuations, sale/purchase agreements, and negotiating points.
Participate in meetings and conference calls with target company management and client personnel; serve as a secondary point of contact for day‑to‑day execution matters.
Be actively involved in building and maintaining client relationships and other business development opportunities.
Qualifications
Minimum 2‑3 years of audit experience at a top accounting firm, plus at least 1 year of experience in a financial accounting due diligence group.
Bachelor’s or Master’s degree in Accounting and/or related major.
Certified Public Accountant (CPA) or in the process of obtaining one.
Working knowledge of US GAAP and SEC reporting.
High proficiency in Excel and PowerPoint.
Excellent interpersonal and communication skills.
Strong project management skills.
Flexibility to work as both a team member and individual contributor.
Ability to thrive in fast‑paced settings.
Your journey at A&M We recognize that our people drive our success; therefore we prioritize an employee experience that fosters each person’s unique professional and personal development. Our performance‑development process promotes continuous learning, rewards contributions, and fosters a meritocracy. Through top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well‑being by providing benefits and resources to support you personally. Our people consistently highlight the growth opportunities, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M.
Base salary: $100,000 annually, dependent on education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program based on individual and firm performance. Please ask your recruiter for details.
Regular employees working 30 or more hours per week are entitled to participate in A&M Holdings’ fringe benefits—healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, and 401(k) retirement plan. Eligible employees also receive a discretionary 401(k) contribution from A&M. For more information regarding A&M’s benefits programs, please contact HR.
Recruitment and Equal Opportunity Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and of interest to them.
A&M does not require or administer a lie detector test as a condition of employment or continued employment. It is unlawful in Massachusetts. An employer who violates this law may face criminal penalties and civil liability.
Inclusive Diversity A&M’s entrepreneurial culture celebrates independent thinkers and doers who positively impact our clients and shape the industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity and foster inclusiveness, encouraging everyone to bring their whole selves to work each day.
Equal Opportunity Employer Alvarez & Marsal provides equal opportunity in employment, compensation, and other terms and conditions, without discrimination based on race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or expression, sexual orientation, marital status, military service and veteran status, disability, family medical history, genetic information, political affiliation, or other protected characteristics protected by law.
Unsolicited Resumes from Third‑Party Recruiters We do not accept unsolicited resumes from third‑party recruiters unless such recruiters are engaged for a specified opening. Any entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting agency.
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Description We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. We provide private equity and corporate clients buy‑side and sell‑side financial accounting due diligence. TAG professionals actively engage in assessing a target’s quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.
A&M’s Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.
The Team Global Transaction Advisory Group (TAG) is a subsidiary of A&M and leads in providing global leadership and advisory services to diverse industries. TAG professionals specialize in financial and accounting buy‑side and sell‑side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS), and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients worldwide.
How you will contribute? As an Associate, you will work with a highly motivated and effective team on a variety of projects across multiple industries, including manufacturing, distribution, consumer, retail, restaurants, business and industrial services, healthcare, software & technology, energy, and financial services. You will gain exposure to an integrated due diligence approach that goes beyond traditional quality‑of‑earning analyses and focuses on key value drivers for sponsors and lenders.
Responsibilities
Assist with core financial due diligence, identifying key risks and potential deal breakers, assessing the strengths and weaknesses of the business against industry benchmarks, and aiding the evaluation of the potential transaction in the context of the client’s investment strategy.
Analyze detailed financial statement information—including income statement, balance sheet, cash flow, and key operational data—and synthesize it into meaningful information used to drive discussions with target management.
Assess the quality of the target company’s reported earnings, net assets, and cash flows.
After investigative analysis, assist in constructing deal‑oriented reports and presentations for clients that highlight key financial, commercial, and other findings, and the drivers behind maintainable profits and cash flows. Aid the team in articulating how such findings should be incorporated into client valuations, sale/purchase agreements, and negotiating points.
Participate in meetings and conference calls with target company management and client personnel; serve as a secondary point of contact for day‑to‑day execution matters.
Be actively involved in building and maintaining client relationships and other business development opportunities.
Qualifications
Minimum 2‑3 years of audit experience at a top accounting firm, plus at least 1 year of experience in a financial accounting due diligence group.
Bachelor’s or Master’s degree in Accounting and/or related major.
Certified Public Accountant (CPA) or in the process of obtaining one.
Working knowledge of US GAAP and SEC reporting.
High proficiency in Excel and PowerPoint.
Excellent interpersonal and communication skills.
Strong project management skills.
Flexibility to work as both a team member and individual contributor.
Ability to thrive in fast‑paced settings.
Your journey at A&M We recognize that our people drive our success; therefore we prioritize an employee experience that fosters each person’s unique professional and personal development. Our performance‑development process promotes continuous learning, rewards contributions, and fosters a meritocracy. Through top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well‑being by providing benefits and resources to support you personally. Our people consistently highlight the growth opportunities, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M.
Base salary: $100,000 annually, dependent on education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program based on individual and firm performance. Please ask your recruiter for details.
Regular employees working 30 or more hours per week are entitled to participate in A&M Holdings’ fringe benefits—healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, and 401(k) retirement plan. Eligible employees also receive a discretionary 401(k) contribution from A&M. For more information regarding A&M’s benefits programs, please contact HR.
Recruitment and Equal Opportunity Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and of interest to them.
A&M does not require or administer a lie detector test as a condition of employment or continued employment. It is unlawful in Massachusetts. An employer who violates this law may face criminal penalties and civil liability.
Inclusive Diversity A&M’s entrepreneurial culture celebrates independent thinkers and doers who positively impact our clients and shape the industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity and foster inclusiveness, encouraging everyone to bring their whole selves to work each day.
Equal Opportunity Employer Alvarez & Marsal provides equal opportunity in employment, compensation, and other terms and conditions, without discrimination based on race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or expression, sexual orientation, marital status, military service and veteran status, disability, family medical history, genetic information, political affiliation, or other protected characteristics protected by law.
Unsolicited Resumes from Third‑Party Recruiters We do not accept unsolicited resumes from third‑party recruiters unless such recruiters are engaged for a specified opening. Any entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting agency.
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