Job Description
Description
NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!
LinkedIn: Jonathan Christian (JC) del Rosario
A boutique financial advisory firm is seeking a high-performing Senior Associate to join its team focused on M& A financial due diligence. This role offers exposure to complex transactions, direct client interaction, and an entrepreneurial work environment where hard work is both expected and rewarded.
About the Firm
The firm provides specialized financial and accounting due diligence services to private equity funds, strategic buyers, and other institutional investors. With a client base that includes long-standing relationships with major firms, the work involves larger companies and more sophisticated deals than most boutique firms typically handle. The culture encourages ownership, collaboration, and continuous learning.
Key Responsibilities
+ Analyze financial statements of target companies to assess earnings/EBITDA, cash flows, and financial health
+ Prepare detailed Excel models and PowerPoint presentations for client reporting
+ Manage and contribute to multiple projects simultaneously in a deadline-driven environment
+ Communicate clearly with client executives, internal teams, and target company leadership
+ Synthesize data and present findings in a clear, concise, and client-ready format
Requirements
Qualifications
+ Bachelor's degree in Accounting, Finance, or Economics
+ 2+ years of experience in audit or financial due diligence; Big 4 background strongly preferred
+ CPA (inactive acceptable) is required; CFA or advanced degrees are a plus
+ Strong understanding of GAAP and all major financial statements
+ Advanced Excel and PowerPoint skills required; experience with Power BI or Alteryx is a plus
+ Excellent communication, time management, and problem-solving abilities
+ Demonstrated ability to work both independently and collaboratively in a fast-paced setting
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Job Tags
Permanent employment, Contract work,
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