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M&A Director of Client Financials – Financial Due Diligence Expert
MP Advisory LLC
Remote (India) • Full-Time • Contractor / 1099 role
About MP Advisory
MP Advisory LLC is a high-performance boutique sell-side M&A and strategic advisory for middle-market companies. We help our clients sell their business using our fully-integrated, sell-side M&A transaction advisory process – everything included to prepare our clients for a sale.
The Role
We are hiring a Financial Due Diligence Specialist to lead the internal Quality of Earnings (QoE) and financial diligence preparation workstreams across our engagements — owning the firm’s financial analysis function, setting internal standards, and eventually building out a small team underneath.
You will be the person who turns a set of messy QuickBooks files, bank statements, and tax returns into a defensible view of normalized earnings, working capital, and deal-ready financials. You’ll sit between the client’s finance function (often a bookkeeper or fractional controller) and the deal team, and you’ll own the numbers end-to-end.
What You’ll Own
• Lead full Quality of Earnings analyses on sell-side engagements: revenue build, customer concentration, margin walk, EBITDA normalization, pro forma adjustments, and run-rate analysis.
• Build and maintain deal-grade financial models — historical financials, TTM builds, monthly trending, working capital analysis, debt-like items schedules, and net working capital pegs.
• Produce QoE reports, data books, and management presentation financial sections that can withstand buy-side diligence from institutional acquirers.
• Run the financial workstream on buy-side mandates: reverse QoE work, underwriting support, and target financial assessment.
• Partner directly with clients (typically founder-operators) to clean up books, reconcile discrepancies, and extract the story the numbers should tell.
• Manage the data room financial section, respond to buyer diligence requests, and support the deal team through LOI, diligence, and close.
• Set internal standards: templates, review checklists, and working paper conventions that scale as the firm grows.
• As the function scales, hire and manage junior analysts; this role is explicitly a growth path into Head of Client Financials.
Required Qualifications
• Minimum 7 years of QoE / financial due diligence experience at a recognized FDD practice (Big 4, next-tier accounting, or established boutique FDD shop).
• At least 40 completed QoE engagements as a core team member or lead — this is a firm requirement, not a soft target.
• Demonstrated comfort switching across industries. Most of our deals are vertical-agnostic, and you need to get up to speed on a new business model inside of a week.
• Expert-level Excel. You can build a monthly trending model, NWC peg, and EBITDA bridge without templates.
• Strong command of US GAAP, accrual vs. cash accounting, and the common adjustments that show up in lower middle market founder-owned businesses (owner comp normalization, personal expenses, related-party transactions, one-time items, accounting method switches).
• Direct experience with QuickBooks (Online and Desktop) and other GL software and comfort reverse-engineering financials from messy GL data.
• Excellent written and spoken English.
• Ability to work US business hours with meaningful overlap — calls with clients, buyers, and the US deal team are the norm, not the exception.
Preferred
• CA, CPA, ACCA, or equivalent qualification.
• Prior experience supporting PE-backed portfolio companies or sell-side processes for $1M–$20M EBITDA targets.
• Prior people-management experience, even at a team-lead level.
Compensation
• Base retainer for the contractor: USD 1,000–2,000 per month, depending on experience.
• Deal bonus for the contractor: 1–3% of success fees received on engagements you work on, calibrated to seniority and performance on the specific engagement.
• Structure: Full-time, India-based, remote.
• Growth path: Clear, explicit track into Head of Client Financials with responsibility for building and leading the firm’s financial analysis team.
Why This Role Is Unusual
Most FDD roles are transactional — you rotate through engagements, never own a relationship, and never see how the QoE translates into deal value. Here, you’ll sit on the sell-side of the table. You’ll see how your work moves offers, how buyers react to specific adjustments, and how defensible numbers create negotiating leverage. Every engagement is a founder-operator outcome that matters, and your work is directly tied to it.
The deal bonus structure is uncapped and fo
