Underwriter, Financial and Accounting Risks

Description
This role will carry significant autonomy and responsibility, acting as our financial accountant and playing a key role in analyzing not only the audited financials but also the representations and warranties outlined in the purchase agreement as it relates to the financials of the target. The individual will need to excel not only in finance but also in M&A, with a strong understanding of the agreement, financial and accounting provisions, purchase price adjustment mechanisms, earn-out provisions, and more.

Additionally, this role will demand flexibility beyond a typical 9-5 schedule. Similar to the rest of our team, this person will need to be available during deal time in addition to occasional evenings and weekends to support underwriters on financial matters. They must be able to manage multiple projects simultaneously and demonstrate strong project management skills.

Responsibilities:

• Review M&A sale and purchase agreements, including the financial and accounting provisions, purchase price mechanism, and post-closing dispute resolution process
• Support pre-signing negotiations and understand findings from financial due diligence
• Support purchase price disputes projects related to working capital, earnouts, and/or representation and warranties claims
• Coordinate with team and management regarding client expectations concerning project deliverables and deadlines
• Effectively write and communicate engagement reports and deliverables

• 3+ plus years of transaction advisory or forensics experience at a national public accountancy or forensic accounting boutique.
• Experience in forensic accounting/litigation support, insolvency accounting, including creditor committee and/or debtor bankruptcies, financial fraud investigation, financial modeling, ratio and comparable company analysis, preparation and/or review and analysis of financial statements and projections.
• Bachelor's degree in Accountancy, Finance, or related field
• CPA strongly preferred
• Strong current knowledge of US GAAP
• Experience with transaction advisory, mergers and acquisitions, forensic accounting engagements and/or litigation support
• Excellent analytical, problem-solving, and critical thinking determination skills
• Strong written and verbal communication and presentation skills
• Strong Excel and PowerPoint skills
• Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment
• Ability to work additional hours as needed and travel out-of-town to clients as required
• Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time

• Bachelors degree required; CPA or Advanced Degree in Accounting, Finance or Business preferred </li><li> Minimum of 10+ years of progressive financial analyst and/or finance project/program management </li><li> Excellent analytical, decision making and problem-solving skills with the ability to identify new areas of opportunity and make recommendations to senior leaders on future strategies </li><li> Has the ability to build highly functional teams that work cooperatively to achieve project goals </li><li> Communicates effectively with all levels of the organization and builds diverse partnerships to deliver value to customers while minimizing conflict </li><li> Raises new ideas and comfortable making persuasive presentations to large audiences as champion of the projects objectives
• Must possess strong interpersonal skills to promote discussion while fostering collaboration within the team and with other areas of the organization
• Effectively negotiates project direction and communicates to a variety of audiences and levels of the organization to ensure alignment with project goals and schedules
• Ability to lead meetings and make presentations to increasingly large audiences
• Attention to detail in a fast-paced work environment, and the ability to manage and prioritize multiple projects simultaneously to drive results

• California
• Los Angeles Incorporated
• Los Angeles Unincorporated
• Philadelphia
• San Francisco