CrawlJobs Logo

M&A Finance Associate

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , San Francisco

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment.

Job Responsibility:

  • Analyze financial statements, cash flows, and overall financial health of target companies
  • Work closely with both junior and senior team members to manage projects
  • Build financial models and prepare deliverables using Excel
  • Handle multiple projects simultaneously and adapt to new challenges
  • Provide clear financial insights and prepare presentations for clients

Requirements:

  • 2.5+ yrs of experience in audit or 2+ yrs of financial due diligence
  • MUST have CPA (or at least 2 exams passed)
  • Strong knowledge of financial statement analysis and GAAP
  • Advanced skills in Excel and PowerPoint
  • Strong analytical, organizational, and communication skills
  • Ability to work in a fast-paced environment and solve problems independently
  • Attention to detail and eagerness to learn

Nice to have:

Power BI or Alteryx a plus

What we offer:
  • Excellent benefits
  • commuter support
  • culture that promotes both professional and personal development
  • strong career growth opportunities
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in company 401(k) plan

Additional Information:

Job Posted:
January 04, 2026

Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for M&A Finance Associate

M&A Integration Associate

Drive the successful integration of acquired companies — ensuring that strategic...
Location
Location
Spain , Madrid
Salary
Salary:
Not provided
https://feverup.com/fe Logo
Fever
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Engineering, Business, or a related field (MBA or consulting experience a plus)
  • 3–5 years of experience in management consulting, corporate strategy, operations, or M&A integration
  • Strong analytical and problem-solving skills, with a structured and data-driven approach
  • Proven ability to manage complex, cross-functional projects with multiple stakeholders
  • Excellent communication and relationship-building skills across technical and non-technical teams
  • Highly organized, proactive, and adaptable — thrives in fast-paced, evolving environments
  • Passionate about driving real impact through collaboration, execution, and innovation
  • Fluent or native speaker of French
Job Responsibility
Job Responsibility
  • Conduct in-depth analysis of acquired companies to understand their business models, commercial performance, and growth drivers
  • Define and monitor business plans for acquired entities, ensuring alignment with Fever’s strategic priorities
  • Track post-acquisition performance, identifying opportunities for synergies, scalability, and innovation
  • Support the definition and execution of expansion and growth plans across markets and business lines
  • Develop and execute comprehensive integration roadmaps across product, operations, commercial, marketing, and corporate functions
  • Coordinate cross-functional teams to ensure smooth transitions, process alignment, and cultural integration
  • Identify key risks and dependencies, proactively solving challenges to maintain business continuity
  • Continuously improve integration playbooks and processes, capturing best practices for future transactions
  • Serve as the bridge between acquired teams and internal departments, ensuring clear alignment on goals, timelines, and priorities
  • Collaborate across internal teams within Fever to harmonize ways of working, systems, and processes
What we offer
What we offer
  • Attractive compensation package consisting of base salary and the potential to earn a significant bonus for top performance
  • Health insurance and other benefits, such as Flexible remuneration with a 100% tax exemption through Cobee
  • Opportunity to have a real impact in a high-growth global category leader
  • 40% discount on all Fever events and experiences
  • Work in a location in the heart of Madrid, with possible travel across our markets
  • Home office friendly
  • Responsibility from day one, and professional and personal growth
  • Great work environment with a young, international team of talented people to work with!
  • English Lessons
  • Gympass Membership
  • Fulltime
Read More
Arrow Right

Strategic Finance Associate

We’re looking for a Strategic Finance team member to build and own the financial...
Location
Location
United States; Canada , San Francisco; New York; Portland
Salary
Salary:
128600.00 - 160700.00 USD / Year
mercury.com Logo
Mercury
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3-5 years of experience in finance, investment banking, or consulting
  • Experience managing FP&A tools (Pigment, Anaplan, Adaptive, etc) strongly preferred
  • Exceptional financial modeling abilities and experience building in Pigment or similar tools
  • SQL skills are a plus
  • Advanced Excel and Google Sheets skills, both in analyzing data and translating it into insights
  • Strong written and verbal communication skills with the ability to concisely explain complex problems and systems to varied audiences
  • A zeal for improving processes and driving efficiencies, cutting through ambiguity to find simplicity
  • Ownership mindset and ability to excel in a fast-paced, remote-first culture
Job Responsibility
Job Responsibility
  • Own the next generation of our operating model and reporting
  • Manage and improve our FP&A processes and tools, with a focus on Pigment
  • Design and build automations in our reporting to accelerate the time from information to insight to action
  • Build and maintain sophisticated, scalable financial models
  • Play a critical role in reporting for executives, our board, and investors
  • Partner with teams across Mercury to improve our internal processes and uncover opportunities for value creation
  • Build the foundation for Mercury's strategic initiatives, from annual planning to fundraising and M&A activities
What we offer
What we offer
  • Base salary
  • Equity (stock options)
  • Benefits
  • Fulltime
Read More
Arrow Right

Corporate and M&A Tax Transactions Associate Director

The Corporate and M&A team has over 20 individuals focussed on delivering high q...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues arising on transactions
  • Demonstrable relevant transactions experience
  • Project and staff management experience
  • Ability to develop client relationships and to sell new services to existing clients
  • Experience of dealing with client senior management and other stakeholders such as legal advisers
  • Educated to degree level and/or CTA and/or ACA qualified or equivalent
Job Responsibility
Job Responsibility
  • Lead a variety of tax due diligence and tax structuring projects, working closely with other specialists within the firm and the transaction support team
  • Develop your own network of contacts internally and externally and start winning own work and cross selling
  • Be responsible for client take on and engagement procedures and managing risks around projects
  • Respond quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the transaction service provided, and maintaining regular contact with clients and internal stakeholders
  • Input into legal documents and forecast models
  • Be responsible for coaching and developing junior members of staff
  • Contribute to the development of certain key transaction relationships, e.g. key private equity accounts
What we offer
What we offer
  • Health and wellness programmes
  • Pension plan
  • Private medical
  • Income protection plan
  • Holidays
  • Bike to work scheme
Read More
Arrow Right

M&A Associate

The Group Strategy and M&A department advises the Executive Committee on the def...
Location
Location
Spain
Salary
Salary:
Not provided
productlifegroup.com Logo
Product Life Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of experience in M&A, transaction services, private equity, corporate development, strategy consulting, or venture capital
  • Strong financial analysis, modeling, valuation, and deal structuring skills
  • Solid understanding of business strategy and financial concepts
  • Advanced Excel and PowerPoint proficiency
  • Fluent in English
  • French is a plus
  • Proven project management and ability to deliver independently
  • Strategic thinker with strong communication, negotiation, and relationship-building skills
  • Integrity, critical thinking, and hands-on approach
  • International professional experience preferred
Job Responsibility
Job Responsibility
  • Conduct research and financial analysis to evaluate potential M&A opportunities, including financial statements, valuation metrics, and key performance indicators
  • Analyze industry trends, competitive landscapes, and market conditions to assess the financial and strategic viability of potential transactions
  • Prepare financial projections and scenario analyses to evaluate the potential impact of M&A activities on the company’s financials
  • Support the due diligence process by gathering and analyzing relevant information, including financial, tax, legal, operational DD
  • Assist in coordinating due diligence efforts with various internal teams and external advisors, ensuring comprehensive evaluation of target companies
  • Identify risks, opportunities, and synergies associated with potential transactions, and provide recommendations based on due diligence findings
  • Prepare detailed reports, including Commercial DD and M&A presentations for the executive board summarizing the analysis and key findings
  • Assist in drafting and reviewing transaction-related documentation, such as letters of intent, sellers purchase agreements, and disclosure schedules
  • Maintain organized and updated master target list with last information available
  • transaction records, including financial models, due diligence materials, and other relevant documentation
Read More
Arrow Right

Senior Associate General Counsel M&A

This position supports the Chief Legal Officer of a large demand response and en...
Location
Location
United States , Andover
Salary
Salary:
179200.00 - 269000.00 USD / Year
enel.com Logo
Enel
Expiration Date
April 30, 2026
Flip Icon
Requirements
Requirements
  • Juris Doctorate from an accredited law school required
  • 6+ years of legal experience practicing in a broad range of activities
  • Demonstrated ability to provide strategic and commercial legal advice and recommendations
  • Strong communication skills both written and oral
  • ability to present clear and practical legal positions
  • Excellent business judgment
  • Ability to work in a dynamic, fast paced environment and to adapt quickly to changing priorities
  • Ability to influence others and to gain support for his/her ideas
  • Excellent interpersonal skills
  • builds strong working relationships across the organization
Job Responsibility
Job Responsibility
  • Become fluent in all legal aspects of demand response services and energy advisory/consulting services
  • Partner with business development, corporate, finance, operations and other teams to ensure that legal needs are adequately met
  • Assist in various aspects of renewable energy business when requested
  • Lead the corporation’s subsidiary management
  • Advises management and employees on a wide range of legal issues, such as corporate law, contracts, litigation, insurance, development and finance issues
  • Assists in the negotiation and drafting of mergers and acquisitions and other large scale transactions
  • Develops and implements preventive law strategies to help minimize litigation, third party disputes and other potential legal and business problems and issues
  • Provides direction to functional groups with respect to legal issues and risks
  • Interprets and explains legal requirements and assists the organization with compliance with statutes, regulations and industry rules
  • Willingness to travel nationally and internationally on occasion
What we offer
What we offer
  • Affordable, quality healthcare for you and your family
  • Life insurance and disability benefits
  • Retirement benefits
  • Flexible spending accounts
  • Tuition reimbursement and professional development allowance
  • 401k with match fully vested as of day one
  • Enel-NA matches 100% of the first 4% that you contribute up to set IRS limits
  • Generous PTO that supports work/life balance including: 4 weeks annually of vacation as well as personal days, volunteer days, your birthday off, paid holidays, and sick time
  • Paid leave programs
  • The opportunity to grow and develop your career with the support and mentorship of senior leaders
  • Fulltime
Read More
Arrow Right

Investment Banking Associate

The Investment Banking Associate is an intermediate-level position responsible f...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous Investment Banking experience
  • Bachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business Administration
  • Experience in evaluating corporate transactions and structures
  • Experience creating financial analyses
  • Demonstrated problem solving and organizational skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Experience assisting with client development
  • Ability to work with teams and track business development (collect research, analyze industry trends)
Job Responsibility
Job Responsibility
  • Work with senior officers in developing and maintaining client relationships, identifying new business opportunities and pitching tailored solutions
  • Lead and manage day-to-day transaction execution across M&A and strategic advisory assignments
  • Monitor industry trends, company performance, and competitive dynamics to support client dialogue and idea generation
  • Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
  • Contribute to building Citi’s franchise
  • Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency
What we offer
What we offer
  • Equal opportunity employer
  • Inclusive and diverse work environment
  • Opportunity to grow your career
  • Community involvement programs
  • Fulltime
Read More
Arrow Right

Investment Banking Associate

The role of an Associate in Citi’s UK Investment Banking team is to assist senio...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proficiency in financial modelling and valuation
  • Strong quantitative and qualitative analytical skills
  • Clear and concise written and verbal communication skills
  • Strong team player
  • Bachelor's degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Evaluate public filings, research reports and company business plans to produce company valuation and combination models and financial analysis
  • Work collaboratively with product and sector teams, to execute upon Citi’s M&A and capital raising mandates in the UK
  • Assist in the preparation of bespoke client presentations
  • Develop an in-depth understanding of the key dynamics and regulatory frameworks in the UK market
What we offer
What we offer
  • Discover the top benefits offered to our global workforce, designed to support your well-being, growth and work-life balance
  • Fulltime
Read More
Arrow Right

Associate/Senior Associate

Role: Associate/Senior Associate Company: US Global Private Investment Firm - Gl...
Location
Location
Japan , Tokyo
Salary
Salary:
10000000.00 - 20000000.00 JPY / Year
https://www.randstad.com Logo
Randstad
Expiration Date
March 30, 2027
Flip Icon
Requirements
Requirements
  • Investment Banking or Management Consulting background
  • Demonstrated experience in private equity transactions
  • Strong expertise in financial modeling and due diligence processes
  • Understanding of corporate finance and valuation
  • Experience in strategic consulting and business analysis
  • Exceptional analytical and problem-solving abilities
  • Strong financial modeling and valuation skills
  • Excellent communication and presentation abilities
  • Ability to work in a fast paced environment
Job Responsibility
Job Responsibility
  • M&A, Due Diligence, Corporate Finance, Strategic Consulting
What we offer
What we offer
  • 健康保険
  • 厚生年金保険
  • 雇用保険
  • 土曜日
  • 日曜日
  • 祝日
  • 賞与
  • Fulltime
Read More
Arrow Right