We are on a mission to make employee ownership the future of small business.
Senior Associate – M&A Diligence
Location
United States
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Senior Associate – M&A Diligence
Teamshares
• 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
Job Requirements
- 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
- 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
Related Guides
Related Categories
Related Job Pages
More Associate Jobs
Partnership Development Associate
Atom.comAn AI-native premium domain marketplace for startups & businesses ready to secure a strong name and grow faster.
• Communicate directly with prospective and existing partners via email and calls, representing Atom professionally • Guide partners through the partnership evaluation and onboarding process • Support partnership pipeline by coordinating with Growth and Partnerships leads • Manage and maintain relationships with active partners • Assist in organizing and improving partner communication processes • Contribute to partnership-related initiatives tied to Atom's growth strategy
• Provide technical support for customers using MiniMed™ diabetes devices, including troubleshooting device issues, guiding users on product functionality, and coordinating repair or replacement processes when needed. • Deliver customer support and accurate documentation while following compliance and support procedures.
• Collaborate with Clinical Operations to develop site initiation timelines and ensure adherence to project milestones • Prepare and manage site startup documentation, including contracts, informed consent forms, and regulatory submissions • Coordinate with contracts and budget teams to ensure timely execution of site agreements • Assist with the preparation and submission of essential regulatory documents for site activation • Ensure all documents are approved by ethics committees and IRBs before site activation • Track progress of regulatory submissions, site contracts, and essential document collection • Verify site readiness with adequate resources and completed training prior to patient enrolment • Participate in study kick-off and initiation meetings to align expectations and timelines • Troubleshoot activation issues and escalate problems to the Project Manager or CRA when needed • Assist with the setup of study supplies and equipment at the site, including investigational products and lab kits
• Track and evaluate commercially available (and upcoming) air cleaning tech. • Help build and maintain a living product roadmap and target product profile (TPP) for ACTs. • Use this knowledge to help us design indoor air quality (IAQ) pilots for prospective ACT adopters. • Support the creation of playbooks for IAQ-curious organizations. • Conduct focus groups to learn how decision-makers consider IAQ investments. • Build relationships with manufacturers, installers, servicers in the air cleaning tech space.




