Job Description

About the Role

We're looking for a Due Diligence Analyst to join our Business Development team and support our acquisition efforts. You'll be the person who turns raw, often messy information from sellers into clean, reliable financials that help us decide whether and how to move forward on a deal.

Key Responsibilities

Build out historical financial models and summaries from information provided by sellers, including P&Ls, payroll records, billing data, and supporting schedules
Tie revenue to caregiver payroll to confirm that reported revenue is supported by the underlying labor costs and hours
Verify gross margin and total payroll, identifying discrepancies, unusual trends, or gaps in the seller's data
Prepare clear summaries and findings for the VP of Business Development and deal team
Follow up with sellers and their advisors to request missing information and clarify open items
Maintain organized, well-documented diligence files and workbooks for each opportunity
Use AI tools such as Claude to speed up data review, analysis, and documentation

Qualifications

Required

Bachelor's degree in Accounting, Finance, Business, or a related field
Advanced Excel skills, including pivot tables, lookups, complex formulas, and building models from unstructured data
Strong analytical skills and attention to detail, with the ability to reconcile data from multiple sources
Solid understanding of financial statements, gross margin, and payroll fundamentals
Clear written and verbal communication skills
Ability to work independently and manage multiple diligence projects at once

Preferred

Experience with Claude or other AI tools in a professional or analytical setting
Prior experience in due diligence, transaction advisory, M&A, FP&A, or public accounting
Familiarity with home care, healthcare services, or other labor-driven service businesses
Experience with quality of earnings analyses