Associate Director - Financial Due Diligence - Private Equity Advisory

What You'll Do:

Provide strategic oversight of financial due diligence engagements, challenging assumptions, identifying risks early, and ensuring analyses are tightly aligned with valuation drivers and transaction objectives
Own the overall narrative, positioning, and messaging of diligence reports; ensure conclusions are commercially sharp, negotiation‑ready, and tailored to the buyer or seller context
Serve as the primary senior point of contact for clients and deal teams, leading high‑visibility meetings, negotiation discussions, and executive‑level readouts with CFOs, Controllers, Partners, and Private Equity sponsors
Take full accountability for final deliverable quality, ensuring reports are concise, commercially focused, and aligned with client objectives; shape executive summaries and key messages for Investment Committee and Board‑level audiences
Lead financial due diligence for buy‑side and sell‑side transactions, including Quality of Earnings, Net Working Capital, Net Debt, cash flow analysis, and key financial metrics
Oversee and manage multiple engagement teams simultaneously, setting priorities, driving efficient execution, ensuring quality control, and developing junior team members
Lead engagement scoping discussions, defining strategy, risk areas, staffing models, timelines, and scope alignment with transaction complexity and fee structure
Manage day‑to‑day client relationships and proactively advise on deal strategy, risk mitigation, and transaction mechanics
Review SPA / APA documentation and advise clients on financial mechanics related to Net Working Capital, Net Debt, earnouts, and related deal terms
Operate with a high degree of independence across engagements with limited Partner oversight, making informed technical and accounting judgment calls and escalating complex or high‑risk issues as appropriate
Enhance Manager‑level drafts by sharpening messaging, strengthening linkage to deal drivers, and synthesizing key themes into clear, actionable insights for decision‑making
Maintain accountability for engagement economics, including profitability, leverage, realization, and effective resource deployment across a portfolio of projects
Support business development efforts, including proposal development, pitch participation, and expanding existing client relationships
Train and mentor junior staff and lead internal initiatives related to recruiting, training, and methodology development
Leverage data, analytics, and technology effectively; guide teams in the use of Excel, Power BI, Alteryx, and visualization tools to improve quality and turnaround time
Support the implementation of firm‑approved, technology‑enabled and AI‑supported approaches within engagements and contribute to continuous improvement efforts in alignment with firm policies

What You'll Bring:

7+ years of professional experience in audit and/or financial due diligence, preferably within a Big 4 or comparable professional services firm
Minimum of 5+ years of current Financial Due Diligence (FDD) experience, with direct ownership of buy‑side and sell‑side engagements
Proven experience issuing Quality of Earnings reports, with a strong understanding of Adjusted EBITDA, Net Working Capital, and Net Debt
Demonstrated ability to lead engagements and work directly with senior stakeholders, including CFOs, Controllers, and Private Equity deal teams
Strong technical accounting background with deep knowledge of GAAP and financial statement analysis
Advanced proficiency in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client‑ready presentations
Experience leveraging data and analytics tools (e.g., Power BI, Alteryx) to analyze large data sets and support diligence insights
Track record of managing multiple concurrent engagements in a fast‑paced, transaction‑driven environment
Experience mentoring and developing junior team members and contributing to team performance and engagement quality
Demonstrated comfort responsibly adopting firm‑approved AI and technology‑enabled tools to enhance productivity, quality, and efficiency
Ability to operate with a high degree of independence and sound professional judgment, escalating complex or high‑risk issues appropriately
Ability to work effectively in a hybrid work environment, with flexibility for in‑person collaboration as business needs dictate
Qualifications:
• Degree in Accounting, Finance, or Economics
• CPA, CFA or advanced degree preferred