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Ankura

Financial Due Diligence, Senior Associate (Transaction Advisory Services)

Reposted 9 Days Ago
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In-Office
Dallas, TX
65K-155K Annually
Mid level
In-Office
Dallas, TX
65K-155K Annually
Mid level
The role involves conducting financial analyses, preparing due diligence reports, and managing projects in buy-side and sell-side engagements, while collaborating with team members and engaging with clients.
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Ankura is a team of excellence founded on innovation and growth.

Practice Overview:

Financial due diligence is essential in today’s deal environment - whether evaluating an acquisition or planning a divestiture. Ankura’s buy-side and sell-side advisory services combine deep industry expertise with a strong understanding of current and emerging market drivers. Our client-focused approach empowers executives to rely on the financial information presented, enabling more confident decision‑making throughout the transaction process.

Our Financial Due Diligence services include quality of revenue and quality of earnings analyses, net working capital target setting and settlement support, assistance with securities purchase agreements, and post‑merger integration advisory.

Role Overview:

We are seeking a Financial Due Diligence Senior Associate to join our growing practice. The ideal candidate will bring strong technical and analytical capabilities, excellent project management and communication skills, and a sense of urgency and ownership in serving clients. This role will contribute to key financial analyses - including quality of earnings, quality of revenue, net working capital, and operational trend assessments - as well as support deliverable preparation, project updates, and internal initiatives such as research development, status tracking, and billing.

Responsibilities:

  • Participate in buy-side and sell-side pre‑transaction due diligence engagements for public companies, private companies, private equity firms, SPACs, and investment banks across the U.S.

  • Engage with owners and management teams to understand and evaluate operational drivers and financial results.

  • Build financial models to analyze historical trends and projected performance.

  • Prepare comprehensive due diligence reports including Quality of Earnings, Quality of Net Revenue, Net Working Capital, and Debt and Debt‑Like analyses.

  • Collaborate with senior team members to manage workstreams, meet deadlines, and maintain high‑quality client service.

  • Contribute to internal initiatives such as research publications, process improvements, and engagement tracking.

Requirements:

  • 3+ years of experience in audit or Transaction Advisory Services / M&A due diligence.

  • Bachelor’s degree in accounting from an accredited institution.

  • Active CPA license or eligibility to obtain a CPA; exceptions may be considered for applicants with extensive relevant experience.

  • Strong technical knowledge of U.S. GAAP and SEC reporting; experience in healthcare or an understanding of the regulatory environment is preferred.

  • Proficient in conducting complex quantitative and qualitative analyses and generate data‑driven insights.

  • Ability to apply critical thinking to drive outcomes in new or unfamiliar situations.

  • Capable of working independently, manage tight deadlines, and thrive in a fast‑paced environment with shifting priorities.

  • Must be authorized to work in the United States now and in the future without sponsorship.

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  • For individuals assigned and/or hired to work in California, Colorado, New York or other states with relevant pay transparency laws, Ankura is required to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the said markets and considers a broad range of factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.  The range does not include additional benefits outside of salary. At Ankura, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each role. A reasonable estimate of the current base pay range is between $65,000 to $155,000; this range is not a promise of a particular wage.

*

Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email [email protected] or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.

Top Skills

Financial Modeling
Sec Reporting
U.S. Gaap

Ankura Boston, Massachusetts, USA Office

1 Beacon St, Floor 15, Boston, MA, United States, 02108

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