Deloitte

M&A Financial Due Diligence Manager

Deloitte$134K — $265K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, or Business Administration.
  • 5+ years of professional experience, including Audit experience in a public accounting firm.
  • Ability to travel 25% based on client needs and work demands.
  • CPA or CA preferred.
  • Master's degree in a relevant field is preferred.
  • 2+ years of experience in financial due diligence is a plus.
  • Familiarity with Alteryx or Power BI is advantageous.

Responsibilities

  • Lead financial due diligence engagements for private equity investors and corporations.
  • Analyze target company performance, focusing on key financial metrics and risks.
  • Identify financial risks related to transactions and financial reporting accuracy.
  • Facilitate discussions with clients and target management teams.
  • Prepare comprehensive due diligence reports outlining risks and recommendations.
  • Review investment models and financial agreements for accuracy and compliance.
  • Advise on financial structuring and post-transaction integration considerations.
  • Manage multiple projects in dynamic environments and mentor junior team members.

Benefits

  • Comprehensive range of employee benefits.
  • Opportunity for professional development and growth.
  • Incentive programs based on performance.
  • Collaborative and innovative work environment.
Full Job Description
Work you'll do

As a Manager focused on financial due diligence, you will lead and contribute to engagements advising clients primarily on financial and accounting considerations associated with a wide range of transactions - including acquisitions, divestitures, minority investments, recapitalizations, joint ventures, carve-outs, and other strategic investment activities or liquidity events. You will play a critical leadership role in delivering high-value insights to clients by overseeing analyses, managing engagement workstreams, guiding junior team members, and communicating complex findings in a clear, actionable way. You will have the opportunity to work on a diverse array of transactions and interact closely with private equity investors, corporate executives, and target company leaders. You will:
  • Lead and support financial due diligence engagements for private equity investors and corporations on buy-side, sell-side, or other strategic investment activities
  • Analyze target company performance, including historical and projected operating trends, quality of earnings, revenue metrics and profitability drivers, working capital trends and needs, debt/debt-like items, and other significant potential commitments and contingencies or cash flow risks
  • Identify and analyze other financial risks or considerations associated with potential transactions, including financial reporting accuracy, internal control matters, cash vs GAAP differences, and unique/significant contractual arrangements
  • Lead discussions with client engagement teams, target management teams, and client personnel
  • Prepare client-facing due diligence reports or other analyses summarizing key findings, risks, and recommendations
  • Review and advise on financial and accounting considerations within investment models, bank finance agreements, and public debt offering documents
  • Advise on structuring purchase price adjustment mechanisms and financial/accounting definitions and terms in purchase agreements
  • Identify integration and post-transaction transition considerations, collaborating with cross-functional Deloitte specialists and teams
  • Manage multiple deals simultaneously in fast-paced environments
  • Supervise, coach, mentor, develop, and evaluate junior team members
A successful candidate would possess these skills:
  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others
The team

Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth, investment and divestiture scenarios. Our services encompass M&A strategy and transaction diligence, integration and separation planning and execution, transaction structuring and financing, and portfolio value creation support.

Qualifications

Required:
  • Bachelor's degree
  • 5+ years of professional experience including Audit experience in a public accounting firm
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
Preferred:
  • CPA or CA
  • Master's degree in Finance, Accounting, or Business Administration
  • 2+ years of experience in financial due diligence
  • Experience with Alteryx or Power BI
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,500-$265,100.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

About Deloitte

Deloitte is a multinational professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services. The company was founded in London in 1845 and has since grown to become one of the largest professional services firms in the world. Deloitte has over 330,000 employees in more than 150 countries and territories. The company's mission is to help clients achieve their goals and make an impact that matters in their businesses and communities.
Learn more about Deloitte
Size
330,000 employees
Industry
Founded
1999

Similar Jobs

More Jobs at Deloitte

More Finance & Insurance Jobs

Find similar M&A Financial Due Diligence Manager jobs: