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Sr. Associate FDD
<p><strong>Senior Associate – Financial Due Diligence</strong></p><p>A leading boutique advisory firm is seeking a highly motivated and detail-oriented <strong>Senior Associate</strong> to join its dynamic team in San Francisco. This role offers the opportunity to work on high-impact mergers and acquisitions (M& A) projects, providing financial and accounting due diligence services to a diverse client base that includes private equity firms, corporate acquirers, and institutional investors.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm specializes in financial and accounting due diligence for M& A transactions. With a reputation for excellence and a portfolio of long-standing clients, the firm handles complex engagements involving large companies across various industries. The team operates in an entrepreneurial environment that values ownership, collaboration, and high performance.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Senior Associate will play a key role in analyzing financial statements, assessing earnings quality, and evaluating the financial health of target companies. This position requires strong technical accounting skills, a strategic mindset, and the ability to communicate effectively with senior stakeholders.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze target company financials, including earnings/EBITDA, cash flows, and balance sheet strength.</li><li>Lead and manage communications with internal teams and external clients.</li><li>Develop advanced Excel models and deliverables.</li><li>Prepare client-ready presentations using PowerPoint.</li><li>Manage multiple projects simultaneously in a fast-paced environment.</li><li>Interpret and synthesize financial data to uncover insights and tell a compelling story.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, or Economics.</li><li>Minimum of 2 years of experience in audit or financial due diligence, preferably with a top-tier accounting firm.</li><li>CPA required (inactive status acceptable); CFA or other advanced credentials are a plus.</li><li>Deep understanding of GAAP and financial statements.</li><li>Proficiency in Microsoft Excel and PowerPoint; experience with Power BI and Alteryx is highly desirable.</li><li>Strong analytical, organizational, and communication skills.</li><li>Ability to thrive in a fast-paced, client-focused environment.</li></ul><p><strong>Ideal Candidate Profile</strong></p><ul><li>High-achieving and intellectually curious.</li><li>Collaborative and team-oriented.</li><li>Demonstrates ownership and initiative.</li><li>Comfortable engaging with senior executives and stakeholders.</li></ul><p><strong>Excited about this role? We’d love to hear from you!</strong></p><p>Apply today and send your resume via LinkedIn to<strong> Jonathan Christan (JC) del Rosario</strong> — let’s explore how this opportunity could be the right fit for your next career move.</p>
<p>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.</p> <p>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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>
  • San Francisco, CA
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Senior Associate – Financial Due Diligence</strong></p><p>A leading boutique advisory firm is seeking a highly motivated and detail-oriented <strong>Senior Associate</strong> to join its dynamic team in San Francisco. This role offers the opportunity to work on high-impact mergers and acquisitions (M& A) projects, providing financial and accounting due diligence services to a diverse client base that includes private equity firms, corporate acquirers, and institutional investors.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm specializes in financial and accounting due diligence for M& A transactions. With a reputation for excellence and a portfolio of long-standing clients, the firm handles complex engagements involving large companies across various industries. The team operates in an entrepreneurial environment that values ownership, collaboration, and high performance.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Senior Associate will play a key role in analyzing financial statements, assessing earnings quality, and evaluating the financial health of target companies. This position requires strong technical accounting skills, a strategic mindset, and the ability to communicate effectively with senior stakeholders.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze target company financials, including earnings/EBITDA, cash flows, and balance sheet strength.</li><li>Lead and manage communications with internal teams and external clients.</li><li>Develop advanced Excel models and deliverables.</li><li>Prepare client-ready presentations using PowerPoint.</li><li>Manage multiple projects simultaneously in a fast-paced environment.</li><li>Interpret and synthesize financial data to uncover insights and tell a compelling story.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-08-16T01:33:56Z

Sr. Associate Fdd Job in San Francisco | Robert Half