About the Financial Due Diligence, M&A Associate Role at Robert Half

Are you a talented Financial Analyst with audit experience looking to elevate your career? Robert Half presents an exceptional opportunity for a Financial Due Diligence, M&A Associate in the heart of San Francisco, California. This hybrid position offers up to $130k base + bonus and is perfect for professionals transitioning from audit to the dynamic world of financial due diligence in M&A transactions. Join a fast-growing boutique advisory firm renowned for handling complex mergers and acquisitions, where you'll dive deep into financial analysis, model building, and strategic advisory. Our client fosters a collaborative culture that prioritizes hands-on experience, professional growth, and work-life balance in one of the nation's top financial hubs.

This role isn't just a job—it's a launchpad for your career in high-stakes M&A. With San Francisco's booming tech and finance sectors driving endless deal flow, you'll gain exposure to cutting-edge transactions that shape industries. Whether you're dissecting balance sheets or crafting client presentations, every day brings new challenges and rewards. Robert Half streamlines your path to this opportunity—reach out to Michelle Espejo via email or LinkedIn for fastest consideration.

Key Responsibilities

Core Financial Analysis Duties

• Conduct thorough analysis of financial statements, cash flows, and the overall financial health of target companies in M&A deals.
• Identify key risks, opportunities, and valuation drivers to support due diligence processes.

Team Collaboration and Project Management

• Work closely with junior and senior team members to manage end-to-end projects, ensuring seamless execution.
• Juggle multiple high-priority projects, adapting swiftly to evolving client needs and market dynamics.

Modeling and Deliverables

• Build sophisticated financial models in Excel, including scenario analysis, projections, and sensitivity testing.
• Prepare polished, client-ready presentations and reports that deliver actionable financial insights.

In this role, you'll play a pivotal part in transactions worth millions, honing skills that top investment banks and consultancies covet. Expect a hybrid schedule blending San Francisco office collaboration with remote flexibility.

Required Qualifications

To thrive as a Financial Due Diligence, M&A Associate, bring these essential qualifications:

• Audit Transition Experience: Proven track record or eagerness to shift from public accounting/audit to financial due diligence.
• Technical Proficiency: Advanced Excel skills for financial modeling; familiarity with tools like Power BI or Tableau a plus.
• Analytical Mindset: Exceptional ability to analyze complex financial data, spot anomalies, and draw strategic conclusions.
• Communication Excellence: Skill in translating technical findings into clear, persuasive presentations for clients and stakeholders.
• Project Agility: Demonstrated success managing concurrent tasks in fast-paced, deadline-driven environments.
• Educational Background: Bachelor's degree in Finance, Accounting, Economics, or related field; CPA, CFA progress preferred.
• Location Fit: Based in or willing to work hybrid in San Francisco, CA, with 2-3 years of relevant experience.

Robert Half values diverse backgrounds—whether from Big 4 audit, boutique firms, or corporate finance, your passion for M&A sets you apart.

Why Join Us?

Step into a role offering unparalleled growth at a boutique firm punching above its weight in M&A advisory. Enjoy a competitive $100k-$130k salary range + bonus, comprehensive benefits, commuter perks, and a hybrid model ideal for Bay Area living. Our client invests in your success with mentorship, training, and clear promotion paths to senior roles. The collaborative culture celebrates wins, supports personal development, and thrives on innovation—perfect for ambitious Financial Analysts eyeing leadership in deal-making.

Keywords for SEO: Financial Analyst jobs San Francisco, M&A Associate careers California, Financial Due Diligence roles, Robert Half finance jobs, hybrid finance positions Bay Area, Excel modeling M&A, audit to due diligence transition. With San Francisco's median finance salaries soaring, this opportunity delivers top-tier compensation and trajectory. Don't miss out—contact Michelle Espejo today to secure your future in M&A excellence.