M&A Finance Associate

Robert Half • San Francisco, CA • 5h ago

Description

Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Due Diligence, M& A Associate at an advisory firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule.

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. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development.

Responsibilities

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.

*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Requirements

3+ years of experience in audit or financial due diligence. NO EXCEPTIONS

Progress toward CPA (at least 2 exams passed).

Strong knowledge of financial statement analysis and GAAP.

Advanced skills in Excel and PowerPoint (Power BI or Alteryx a plus).

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.

Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there.

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.

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. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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 roberthalf.gobenefits.net for more information.

Go to Apply

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