Job Description

Join to apply for the Finance Manager-Due Diligence role at Boutique Recruiting

This range is provided by Boutique Recruiting. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $190,000.00/yr

Overview

A boutique advisory firm specializing in financial due diligence for mergers and acquisitions is looking for a Financial Due Diligence Manager in San Francisco. This firm partners with private equity funds, corporate acquirers, and specialty lenders, providing insightful financial analysis and strategic guidance on complex transactions.

Responsibilities

• Lead client engagements and facilitate discussions with stakeholders, managing the entire due diligence process
• Analyze financial statements, assess earnings validity, and evaluate financial health
• Create and deliver complex financial models and reports using Excel and PowerPoint
• Manage multiple projects concurrently while ensuring timely and accurate delivery of results
• Provide strategic insights and communicate findings to clients in a clear and actionable format
• Collaborate with internal teams to refine and streamline the due diligence process

Qualifications

• Degree in finance, accounting, or economics
• CPA License required
• 4+ years of experience in audit AND financial due diligence, with strong client interaction experience
• Proficient in financial analysis and modeling, with advanced skills in Excel and PowerPoint
• Strong understanding of financial statements, EBITDA, and working capital
• Excellent communication skills with the ability to confidently lead meetings and interact with clients
• Ability to think quickly, handle multiple tasks, and adapt to changing demands

Benefits

• Health insurance coverage
• 401(k) with company match
• 3 weeks of PTO plus paid holidays
• Company-sponsored team events, meals covered in the office, and ride-share reimbursement
• Monthly phone stipend and a fun, collaborative work culture

Salary and employment details

• Salary range: $140,000 - $190,000 base/year DOE + generous bonuses
• Location: San Francisco, CA
• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Financial Services, Banking, and Investment Management

Join a dynamic firm specializing in financial due diligence, seeking a motivated Financial Due Diligence Manager to lead client engagements and deliver high-quality results!

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