Teamshares

Associate

• Lead financial due diligence reviews for potential acquisitions of small businesses
• Develop financial analyses and models
• Present financial insights based on data provided
• Perform quality-of-revenue and quality-of-earnings analysis
• Work closely with legal, tax, and operational teams during due diligence
• Communicate findings and guide team members throughout the process
• Prepare detailed reports outlining key findings and present to the investment team
• Assist in preparing offers and provide technical input
• Review peers' work to ensure accuracy and quality
• Collaborate with technology team to enhance due diligence efficiency

Senior Associate – M&A Diligence

General Counsel

• Own all SEC reporting obligations including 10-K, 10-Q, 8-K, and proxy statement preparation and review
• Lead Sarbanes-Oxley compliance
• Manage board governance, committee charters, D&O insurance, and director independence determinations
• Iterate on the company's existing legal infrastructure and manage team members for continued success"• Manage the company's equity plans including stock options, RSUs, and 409A valuations
• Serve during shareholder demands, regulatory inquiries, or litigation

Financial Planning and Analysis

• Help scale the way we drive financial performance across a portfolio of ~90 network companies
• Build the systems, data foundations, and operational models for effective and consistent operations
• Report to the VP, Financial Performance; collaborate with data, operations, and product teams
• Design, build, and continuously improve operational infrastructure to scale financial performance
• Identify process bottlenecks, redundancies, and gaps; drive systemic fixes
• Develop and maintain playbooks, frameworks, and templates for consistent support
• Partner with Operations Leads to embed scalable practices into daily engagement
• Lead efforts to unlock, clean, and strategically leverage data
• Audit and improve data pipelines for accuracy and consistency
• Establish data quality standards in partnership with Finance and Product teams
• Build analytical infrastructure for visibility of portfolio-level trends
• Support operational execution of strategic planning cycles; track plans effectively
• Build infrastructure for efficient planning and reporting; synthesize outputs into actionable insights
• Serve as the primary Financial Performance voice in product roadmap planning
• Partner with product team to draft impactful roadmap items
• Drive adoption of financial and operational tools across network companies
• Ensure built features drive measurable behavior change

Financial Performance Portfolio Lead

Analyst

• Conduct active, ongoing outreach and discovery calls with sellers and M&A advisors
• Perform deal qualification and complete historical financial underwriting on opportunities
• Develop and maintain relationships with lower middle market bankers, business brokers, and professional advisors
• Run structured outreach to stay top of mind with potential acquisition opportunities
• Prepare deal summaries, screening memos, and financial workbooks for investment committee review
• Communicate findings clearly and flag key risks, opportunities, and open items to the broader transaction team and C-Suite

Transactions Analyst

Accountant

• Responsible for recording financial transactions in the accounting systems for multiple client companies.
• Posts customer payments and maintains an up-to-date accounts receivable aging report, as necessary.
• Records vendor invoices in client’s accounting system, uses accounting judgement to code expenses to proper ledger accounts, obtains authorization to pay, and schedules payments in automated payable system.
• Reconciles bank records to the general ledger accounts, reconciles cash accounts
• Processes online payroll and records transactions in proper ledger accounts.
• Prepare and reconcile fixed assets, preliminary review of capitalization adjustments.
• Perform other accounting tasks as needed by individual clients or associated controller on client
• Review trial balance pre-close, and post close after all entries are posted, and raise anomalies to controlling for analysis.

Senior Associate – M&A Diligence

General Counsel

Financial Performance Portfolio Lead

Transactions Analyst

GL Accountant