Audax Group · 2 months ago
Senior Associate, Financial Due Diligence
Boston, MA
Full-time
Onsite
Senior Level
$160K/yr - $185K/yr
5+ years expAudax Group is a leading alternative investment manager with approximately $42 billion of assets under management. The Senior Associate, Financial Due Diligence will scope buy- and sell-side diligence procedures, provide technical advice to deal teams, and support portfolio companies in financial reporting and audit matters.
FinanceFinancial ServicesImpact Investing
Responsibilities
Scope, oversee and review buy- and sell-side financial diligence in partnership with the deal team, third-party service provider and target portfolio company
Identify, assess and mitigate deal risks on an iterative basis through review of interim/final deliverables, seller’s QofE reports, and management meetings; prepare internal summaries for the Investment Committee
Evaluate service provider’s proposed procedures and fee structure considering industry, deal size, target complexity and key risks
Provide-deal specific insights (operational, management team, financial reporting, etc.) to the deal team and Portfolio Support teams (OCFO, OCIO and Generalists) based on diligence findings to support pre-close planning of Value Enablement, Protection and Creation initiatives
Ahead of any sell-side process, identify and advise on key diligence topics, engage third parties to support the process, and offer expert advice
Manage and maintain relationships with financial diligence and audit providers through regular pipeline and issue tracking calls
Track service provider fee reporting
Serve as a thought partner to deal team and portfolio company CFOs, controllers and FP&A leaders on financial reporting, technical accounting, audit planning, and related matters
Oversee diligence execution on add-on acquisitions and support management teams and deal teams during financial diligence
Work with third parties to prepare and deliver internal training materials (e.g. for the Early Career group)
Contribute to strategic projects and firm-level initiatives that shape SRG, influence strategy and evolve processes. Prior examples include development of new tools, investment committee reporting, deal team training, CFO summit content, and investor materials
Qualification
Required
Bachelor's degree in accounting, finance, or related field
CPA required
Demonstrated strong knowledge of GAAP, Corporate Finance, and Financial Reporting
5+ years in accounting/finance, with at least 3 years in financial due diligence (with strong preference for experience serving private equity clients)
Strong project management capabilities and organizational skills, with the ability to manage multiple priorities in a fast-paced environment
Demonstrated business acumen and strategic thinking
Well-developed leadership, interpersonal skills and communication skills; ability to influence and collaborate across teams and multiple levels of stakeholders
Self-starter and entrepreneurial
Preferred
MBA preferred
Benefits
Health insurance
Life insurance
Disability insurance
Paid time off (including sick leave, parental leave, volunteer leave, and vacation)
Charitable donation match
Family support services (including Bright Horizons and Benefit Advocate Center)
401(k)
Company
Audax Group
Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco and London.
201-500 employees
H1B Sponsorship
Audax Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (4)
2023 (5)
2022 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Alexander Gardiner
Chief Financial Officer
John Haydon
Senior Vice President, Co-Invest & General Partnership
Recent News
PR Newswire
2026-01-16
2026-01-09
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