Analyst - Financial Due Diligence Details

Analyst - Financial Due Diligence

UHY LLP - Farmington Hills, MI

Employment Type : Full-Time

Position Summary:

UHY is on the hunt for a self-motived individual who wants to join a fast-paced and growing middle-market Corporate Finance team.

This role will be focused on performing buy- and sell-side financial due diligence services on behalf of a broad range of financial and strategic buyers & sellers as well as privately-held business owners (sell-side diligence) within the dynamic middle market. Given the entrepreneurial nature and structure of our firm, current employees enjoy the opportunity to progress their career at their own pace. Does this sound like a fit for you?

UHY Corporate Finance offers a culture-focused, entrepreneurial team based in Michigan, covering a national footprint. Consultants will be deeply involved with all aspects of the financial due diligence process from client development to transaction closing.

• Execute financial due diligence (buy-side and sell-side) engagements including:
  • Working collaboratively with senior team members, clients, and target business management teams;
  • Collecting financial information from the target business / managing the diligence request list;
  • Performing financial analyses on the target business (margin assessments, trend analysis, price volume analysis, cash proofs, key data reconciliations, etc.);
  • Supporting management discussions and correspondence;
  • Supporting the preparation of key deal analyses (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.);
  • Writing reports and supporting delivery of findings to clients.
• Cultivate key client relationships through advisory work.
• Provide leadership, mentorship, and supervision to junior team members.
• Exposure to transactional support for capital raising, restructuring, and traditional sell-side investment banking transactions and strategies

• Robust analytical skill-set with an understanding of integrated financial statements and the underpinnings of accounting
• Advanced in Microsoft Office products, including but not limited to Excel and PowerPoint

Skills

• Excellent written and verbal communication, organization, research, and time management skills in a professional setting
• Strong quantitative and technical skills with financial modeling training and/or experience
• Ability to learn quickly, multi-task, adapt to new assignments, and work effectively and efficiently both independently and as part of a team
• Creative mindset with ability to distill complex concepts into simple and elegant presentation
• Maintain high standards of professionalism and ethical conduct
• Proven record and ability to manage multiple projects and engagements for various clients
• Self-motivated, driven, and intellectually curious individuals

• At least 2-3 years of audit / corporate finance / transaction advisory service experience
• 1 – 2 years of corporate finance / transaction advisory service experience preferred
• Certified Public Accountant (“CPA”) designation preferred
• Minimum Bachelor’s degree in Accounting and/or Finance with strong academic performance

Legal / Compliance

• Must complete acknowledgement of Corporate Policy and Compliance Manual
• Must complete acknowledgement of Employee Manual document
• Must complete acknowledgement of Independence Guidelines and Ethical Standards document
• Governmental engagements require ability to obtain a security clearance from the United States government.

Benefits

• Compensation competitively on the role, credentials, and experience
• Discretionary annual bonus plan
• Comprehensive benefits package
• Continuous learning opportunities and CPE classes
• Great prospects for career advancement
• Exposure to a wide variety of clients
• Work/life balance
• Amazing family-like culture of a small office with the benefits of a large firm