Financial Due Diligence Senior Associate

Job Description

 

\n

About OakBridge Advisory Services

\n

\n

OakBridge Advisory Services (“OakBridge”) is the leading financial advisory firm specializing in financial due diligence and Office of the CFO services for the healthcare industry. We take a hands-on, solutions-oriented approach—partnering closely with our clients to help them navigate challenges and realize their full potential.

\n

 

\n

OakBridge operates as a remote-first company, with team members collaborating virtually across the U.S. and offices located in New York City and Tempe, Arizona.

\n

 

\n

At OakBridge, we celebrate self-starters who contribute boldly and collaboratively. Our entrepreneurial, energetic environment is grounded in our core values: Integrity, Collaboration, Quality, and Innovation—principles that guide everything we do and are the reason our people thrive here.

\n

 

\n

We are currently seeking a US-based Senior Associate who will bring drive, insight, and enthusiasm to support our clients in making confident, informed decisions. In this role, you’ll work on buy-side and sell-side financial accounting due diligence engagements for both private equity and corporate clients. You’ll be expected to deliver incisive analyses and recommendations in client-ready reports and presentations, while engaging directly with management teams and their advisors.

\n

\n

What You’ll Do

\n

\n

As a Senior Associate, you’ll join a high-caliber team working across the healthcare industry on intellectually rich assignments. You’ll gain exposure to OakBridge’s integrated due diligence methodology that goes beyond standard quality of earnings analysis by weaving in operational and functional insights aligned with value creation. You will:

\n

\n
• Perform deep dives into a target’s quality of earnings, cash flow analyses, working capital assessments, and key business drivers
\n
• Review forecasts and challenge assumptions
\n
• Support core financial due diligence by identifying critical risks, potential deal obstacles, and differentiators, while benchmarking against industry standards
\n
• Analyze financial statements (income statement, balance sheet, cash flow) and convert raw data into strategic observations
\n
• Evaluate the quality of reported earnings, net assets, and cash flows
\n
• Help craft deal-oriented deliverables (reports, presentation decks) capturing commercial, financial, and valuation insights
\n
• Participate in client and target management meetings, acting as a secondary day-to-day liaison
\n
• Aid in business development efforts and help nurture client relationships
\n

\n

\n

What We’re Looking For

\n

\n
• 2–4 years of audit/accounting or financial due diligence experience (including at least 1 year in a Diligence role)
\n
• Bachelor’s or Master’s degree in Accounting or related field
\n
• Strong understanding of U.S. GAAP
\n
• Advanced skills in Excel and PowerPoint
\n
• Excellent verbal and written communication skills
\n
• Strong organizational and project management abilities
\n
• Comfort operating both independently and as part of a team
\n
• Ability to excel in a fast-paced setting
\n
• Experience with Alteryx or similar data analytics tools is a strong plus
\n

\n

\n

Your OakBridge Journey

\n

\n

At OakBridge, our people power our success. That’s why we design an employee experience that supports professional growth and personal fulfillment. We maintain a meritocratic culture with ongoing feedback and development, access to training, and opportunities to expand your skill set and accelerate your career.

\n

We also believe in caring for the whole person—offering benefits, resources, and programming that support wellness, work-life balance, and overall growth. Our employees consistently cite our entrepreneurial spirit, growth potential, and tight-knit culture as key reasons they enjoy working here.

\n

\n

Compensation & Benefits

\n

\n
• Base salary: $100,000 - 125,000 per year (final figure depends on education, experience, and qualifications)
\n
• Bonus: Discretionary performance-based bonus program, tied to individual and firm results
\n
• Benefits: Full health insurance, flexible spending and savings accounts, life, AD&D, and disability coverage
\n
• Time Off: Unlimited PTO policy, reflecting our trust-based culture and commitment to flexibility and balance
\n
• Retirement: 401(k) plan with discretionary employer contributions (subject to eligibility)
\n

\n

\n