Senior Associate - Financial Due Diligence

Company: Numera

Location: Remote

Role: Associate / Sr Associate – Mergers & Acquisitions

Qualification: CA / Level 1 CFA / MBA

Experience: 2 to 5 years

Reporting To: Senior Manager

Who we are:

Numera is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting, payroll, tax, and advisory. Our unique US-India delivery model enables us to scale seamlessly, bringing smart, tech-enabled, and client-first solutions to individuals, businesses, and nonprofits nationwide. With a global network of professionals and an entrepreneurial spirit, Numera helps organizations unlock growth, navigate complexity, and drive long-term success.

What is the role:

This position is embedded within Hollywell, a respected CPA & Accounting Services firm under the Numera umbrella. We are seeking an Associate / Sr Associate – Mergers & Acquisitions to join our dynamic team. This role offers the opportunity to lead and contribute to identify acquisition opportunities, conduct financial due diligence, and support transaction execution.

The position is remote-based and is ideal for professionals with 2–5 years of experience in mergers & acquisitions, transaction advisory, or financial due diligence.

What you would do:

• Support buy-side and sell-side financial due diligence engagements by analysing historical financial information, identifying key business trends, and evaluating earnings quality, net working capital, and net debt.
• Review financial statements, trial balances, general ledgers, and supporting schedules to identify accounting anomalies, transaction-related risks, and items requiring further investigation.
• Prepare due diligence workpapers, schedules, and client-ready reports, ensuring accuracy, consistency, and adherence to engagement timelines and quality standards.
• Collaborate with onshore engagement teams to address diligence requests, perform follow-up analyses, and support discussions with management based on identified findings.
• Manage multiple engagements simultaneously while maintaining strong attention to detail, effective communication, and timely delivery in a fast-paced transaction environment.

What you need:

• Bachelors or masters degree in commerce, Finance, Accounting, or a related field; CA, CPA (US), ACCA, CFA, or MBA (Finance) preferred.
• 2–5 years of relevant experience in Financial Due Diligence, Transaction Advisory Services, Audit, or Assurance, preferably supporting US or international clients.
• Strong understanding of financial statements, Quality of Earnings (QoE), Net Working Capital (NWC), Net Debt, and basic accounting concepts under US GAAP or IFRS.
• Proficiency in Microsoft Excel and PowerPoint, with the ability to analyze large datasets and prepare client-ready workpapers and reports.
• Excellent analytical, problem-solving, written, and verbal communication skills, with the ability to manage multiple engagements and collaborate effectively with global teams.

Here are some bonus points:

• Schedule: Monday–Friday.
• Hours: Flexible
• Work Type: Remote
• Benefits: Health insurance, paid leave, professional development support.

• This role is more than a seat at the table—its a chance to help build the table. If youre ready to bring energy, ownership, and vision for a growing firm, we want to hear from you.