Senior Associate – M&A Diligence

Teamshares

Senior Associate on Transaction team leading financial due diligence for potential acquisitions. Evaluating small businesses and supporting investment decisions with analytical insights.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial due diligence, including the development of financial analyses and models, while effectively communicating insights and collaborating with cross-functional teams. Holds relevant certifications and possesses a strong background in accounting and transaction advisory.

Highest-signal resume keywords

Financial Due DiligenceFinancial AnalysisCPA CertificationBuy-Side Transaction ExperienceQuality-of-Revenue Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingQuality-of-Earnings AnalysisDetailed ReportingData AnalysisTransaction Advisory

Soft Skills

CommunicationCollaborationEntrepreneurial MindsetSelf-Starter Mentality

Certifications & Qualifications

CPACACFA

Industry Keywords

Accounting AdvisoryPrivate EquityMid-Market Accounting FirmSmall Business EvaluationDue Diligence

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

3+ years of accounting and buy-side transaction experience in an accounting advisory, private equity or broad transaction advisory setting
CPA, CA, or CFA certification preferred
Experience working for a mid-market accounting firm is strongly preferred
Demonstrated capabilities in evaluating small to medium-sized businesses
Strong interest in employee ownership in small businesses
Entrepreneurial, self-starter mentality

Benefits

Comp & perks

Exceptional medical/dental/vision benefits plans for employees and their families
Paid parental leave
Competitive salary
Equity for all employees
Healthy work-life balance culture
Support for career growth