Description

The Due Diligence Associate handles financial analysis, risk assessment, business review, and client transaction preparation. This role also supports the transaction closing team.

Responsibilities include:

• Assist in the fundamental underwriting (due diligence) and analytical efforts throughout the sell-side M&A process.
• Work with transaction teams throughout the entire transaction process.
• Develop and demonstrate an ability to consistently represent the firm at site visits and client meetings.
• Design and create projection models based on communicated concepts.
• Design and create new spreadsheet-based analytical tools based on communicated concepts.
• Due diligence activities, including Client analysis including the identification of any inherent company/industry risks.
• Organize all due diligence materials and upload them to the data room.
• Draft the financial analysis as presented in the Confidential Information Memorandum – Preparation of reports, schedules, and final presentation materials as being available for ad-hoc reporting at the request of in-charges.
• Communicate any identified risks or perceived issues and supporting those facts to others on the deal team.

Requirements:

• B.S. in accounting or finance.
• Aptitude for applying financial accounting, corporate finance, business analysis, and report writing to create and deliver valuation solutions.
• Strong analytical and quantitative skills.
• Self-motivated with the ability to handle and thrive with increased independence.

If interested, please email: reastridge@woodbridgegrp.com