Our due diligence and quality of earnings practice is steadily growing and we're looking for a great team member. This is a remote role for a US employee.
What this job is NOT:
- Overtime and overworked
- Time tracking down to the minute
- Traveling to clients or commuting to an office
- Punching the clock
- Sink or swim without training
- Working by yourself
- Having to sell clients or be a rainmaker
What this job IS:
- Contributing to a great team
- Collaborating with 2-3 other due diligence associates
- Production incentives to decide how much you want to work and make
- Work life balance
- Continuous learning and improvement
- Building client relationships and talking to small business owners
Appletree Business Services is a unique and successful accounting firm focused on small to medium sized businesses. We have a history of growth in each of our 27 years of business and now we are looking for an exceptional person to fill a new position. Our quality of earnings and financial due diligence practice continues to grow quickly.
Our transaction advisory clients are primarily buy side engagements for business buyers, search funds, and entrepreneurs buying service based businesses such as plumbing, HVAC, marketing, pool companies, etc for $1-5M purchase price.
RESPONSIBILITIES:
- Lead kickoff calls and be the main contact for the diligence engagement
- Review detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price
- Prepare and/or review Excel data packs
- Compare seller financials to tax returns
- Conduct phone interviews with sellers and brokers
- Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
- Analyze historical financial and operating results of target companies and explain business trends and identify risks
- Prepare financial models related to mergers, acquisitions or other related transactions
- Schedule and supervise the tasks and project assignments
- Mentor, train and supervise junior staff
- Apply TAS Best Practices to ensure consistent quality of service and work product
- Actively participate in the development of the group’s best practices
QUALIFICATIONS:
- Bachelor’s Degree in Accounting, Finance, or related field
- 4+ years of overall experience and 2+ years of related due diligence experience
- In-depth knowledge of US GAAP accounting principles
- Experience in project management including planning, organizing, coordinating, and managing staff, and clients, toward the successful completion of a project
- Ability to creatively solve problems and analyze client data
COMPENSATION AND BENEFITS:
- Salary and production pay with first year earnings of $110,000-140,000
- Health Insurance Stipend
- Retirement Match with Simple IRA
- Paid Time Off
- Flexible schedule
A 3 minute video response is required if you're invited to the next round of the interview process.
Job Type: Full-time
Pay: $110,000.00 - $140,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
- Work from home
Work Location: Remote
