- Moss Adams LLP (New York, NY)
- …of the firm. Other responsibilities include researching complex accounting issues and conducting financial due diligence for mergers and acquisitions and ... includes routinely working directly with c-suite executives to perform financial due diligence on middle-market...Staff, Seniors, Managers and Directors + Build and promote senior leaders' personal brand and credibility in the market… more
- SMBC (New York, NY)
- …of the role include assembling powerpoint/pitches and underwriting memos, completion of due diligence , comps, financial modeling, preparation of marketing ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...with research, analytics, inputs for pitches and underwriting memos, due diligence and the credit approval process.… more
- Robert Half Finance & Accounting (Chicago, IL)
- …(CPA) *10+ years of experience in accounting and/or public accounting Experience Preferred: * Financial due diligence experience *SEC reporting experience * ... providing accounting support for transactions, including being a lead representative in the due diligence process, advising on and analyzing deal structures, and… more
- JPMorgan Chase (Chicago, IL)
- …competitive threats, industry and other factors + Lead and/or participate in client due diligence by way of attending client, bank, and other meetings ... develop a broad and deep understanding of the business, financial , competitive, and industry risks faced by clients in...and interact with key stakeholders + Capability to perform due diligence and negotiation with clients +… more
- Principal Financial Group (Des Moines, IA)
- …concerns to underwriter/ senior underwriter + Participate in key areas of due diligence , including business and quantitative analysis, as well as industry ... be part of meaningful work! You'll assist in the due diligence , credit underwriting, execution, and portfolio...of private debt investments. Operating at the intersection of financial services and technology, Principal builds financial … more
- TD Bank (New York, NY)
- …based on subject matter expertise, including but not limited to: Customer identification and due diligence , enhanced due diligence , policy, governance, ... supports TD Securities in developing, implementing, and maintaining a robust financial crime risk management ("FCRM") program that meets regulatory requirements and… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- … modeling, financial planning and analysis for multi-sites or entities + Due diligence and mergers and acquisitions experience + Preparing three statement ... for sales, revenue, and margin + Prepare and present financial insights to senior leadership + Play... planning and analysis for multi-sites or entities + Due diligence and mergers and acquisitions experience… more
- AON (St. Peter, MN)
- …updates, identify emerging risks and update policies and procedures where appropriate. + Financial Crime: Oversee due diligence processes, act as Deputy ... department members and provide risk and compliance support to senior management and colleagues. + Training: Deliver relevant training...risks and update policies and procedures where appropriate. + Financial Crime: Oversee due diligence … more
- Truist (New York, NY)
- …stock recommendations (Buy, Hold, Sell) to institutional buy-side clients. 2. Conduct due diligence and provide industry expertise for capital markets equity ... which are critical revenue drivers for the STRH platform. 5. Conducts critical due diligence execution in capital markets transactions and provides unique… more
- University of Utah (Salt Lake City, UT)
- …sourcing opportunities that match the fund's investment thesis. 3. Assisting in due diligence processes, including financial modeling, competitive analysis, ... **Requirements** : + Ability to attend weekly Monday investment due diligence team meetings (remote: 4pm-5pm) +...memos). OR; 2. Have a deep technical understanding (junior, senior , master's, PhD) in a relevant discipline - advanced… more