Audax Group
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Senior Associate, Financial Due Diligence
role at
Audax Group .
Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle‑market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.
Opportunity The Financial Due Diligence (FDD) team is part of Audax’s Strategic Resources Group (SRG), partnering with deal teams and portfolio company management to drive value creation. The Senior Associate, FDD scopes buy‑ and sell‑side diligence procedures, provides proactive technical, commercial and objective advice to deal teams, and manages diligence service providers. The role supports the Flagship and Origins Funds and serves as a thought partner for portfolio company CFOs, controllers and FP&A leaders on financial reporting, technical accounting and audit matters.
Diligence Execution and Review
Scope, oversee and review buy‑ and sell‑side financial diligence with the deal team, third‑party service provider and target portfolio company
Identify, assess and mitigate deal risks through review of interim/final deliverables, seller’s QofE reports, and management meetings; prepare internal summaries for the Investment Committee
Evaluate service provider’s proposed procedures and fee structure considering industry, deal size, target complexity and key risks
Provide deal‑specific insights (operational, management team, financial reporting, etc.) to the deal team and Portfolio Support teams to support pre‑close planning of Value Enablement, Protection and Creation initiatives
Ahead of any sell‑side process, identify and advise on key diligence topics, engage third parties to support the process, and offer expert advice
Service Provider Management
Manage and maintain relationships with financial diligence and audit providers through regular pipeline and issue‑tracking calls
Track service provider fee reporting
Portfolio Company Support
Serve as a thought partner to deal team and portfolio company CFOs, controllers and FP&A leaders on financial reporting, technical accounting, audit planning and related matters
Oversee diligence execution on add‑on acquisitions and support management teams and deal teams during financial diligence
Firm‑level Support
Work with third parties to prepare and deliver internal training materials (e.g., for the Early Career group)
Contribute to strategic projects and firm‑level initiatives that shape SRG, influence strategy and evolve processes (e.g., new tools, investment committee reporting, deal team training, CFO summit content, and investor materials)
Qualifications
Bachelor’s degree in accounting, finance or related field; CPA required, MBA preferred
Demonstrated strong knowledge of GAAP, Corporate Finance and Financial Reporting
5+ years in accounting/finance, with at least 3 years in financial due diligence (strong preference for experience serving private equity clients)
Strong project management capabilities and organizational skills, able to manage multiple priorities in a fast‑paced environment
Demonstrated business acumen and strategic thinking
Well‑developed leadership, interpersonal and communication skills; ability to influence and collaborate across teams and multiple levels of stakeholders
Self‑starter and entrepreneurial
Compensation (Massachusetts) Base salary range: $160,000 – $185,000. Compensation is subject to applicable law and may vary based on skills, qualifications, experience and position requirements. Employees may also be eligible for annual discretionary incentive compensation.
Benefits Audax offers a wide range of benefits, including health, life and disability insurance; paid time off (including sick leave, parental leave, volunteer leave and vacation); charitable donation match; family support services; 401(k) and additional benefits.
EEO Statement Audax Management Co. is an equal opportunity employer.
Recruitment Notice Audax Group and its affiliated entities do not accept unsolicited resumes from a third‑party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent directly to Audax Group or one of its affiliated entities, or its employees, will be considered property of Audax Group. Audax Group reserves the right to pursue and hire the candidate(s) without financial obligation to the third‑party agency. Any third‑party recruiting agency should contact the Talent Acquisition or Human Resources team in conjunction with a valid, fully executed contract for service based upon a specific job opening.
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Senior Associate, Financial Due Diligence
role at
Audax Group .
Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle‑market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.
Opportunity The Financial Due Diligence (FDD) team is part of Audax’s Strategic Resources Group (SRG), partnering with deal teams and portfolio company management to drive value creation. The Senior Associate, FDD scopes buy‑ and sell‑side diligence procedures, provides proactive technical, commercial and objective advice to deal teams, and manages diligence service providers. The role supports the Flagship and Origins Funds and serves as a thought partner for portfolio company CFOs, controllers and FP&A leaders on financial reporting, technical accounting and audit matters.
Diligence Execution and Review
Scope, oversee and review buy‑ and sell‑side financial diligence with the deal team, third‑party service provider and target portfolio company
Identify, assess and mitigate deal risks through review of interim/final deliverables, seller’s QofE reports, and management meetings; prepare internal summaries for the Investment Committee
Evaluate service provider’s proposed procedures and fee structure considering industry, deal size, target complexity and key risks
Provide deal‑specific insights (operational, management team, financial reporting, etc.) to the deal team and Portfolio Support teams to support pre‑close planning of Value Enablement, Protection and Creation initiatives
Ahead of any sell‑side process, identify and advise on key diligence topics, engage third parties to support the process, and offer expert advice
Service Provider Management
Manage and maintain relationships with financial diligence and audit providers through regular pipeline and issue‑tracking calls
Track service provider fee reporting
Portfolio Company Support
Serve as a thought partner to deal team and portfolio company CFOs, controllers and FP&A leaders on financial reporting, technical accounting, audit planning and related matters
Oversee diligence execution on add‑on acquisitions and support management teams and deal teams during financial diligence
Firm‑level Support
Work with third parties to prepare and deliver internal training materials (e.g., for the Early Career group)
Contribute to strategic projects and firm‑level initiatives that shape SRG, influence strategy and evolve processes (e.g., new tools, investment committee reporting, deal team training, CFO summit content, and investor materials)
Qualifications
Bachelor’s degree in accounting, finance or related field; CPA required, MBA preferred
Demonstrated strong knowledge of GAAP, Corporate Finance and Financial Reporting
5+ years in accounting/finance, with at least 3 years in financial due diligence (strong preference for experience serving private equity clients)
Strong project management capabilities and organizational skills, able to manage multiple priorities in a fast‑paced environment
Demonstrated business acumen and strategic thinking
Well‑developed leadership, interpersonal and communication skills; ability to influence and collaborate across teams and multiple levels of stakeholders
Self‑starter and entrepreneurial
Compensation (Massachusetts) Base salary range: $160,000 – $185,000. Compensation is subject to applicable law and may vary based on skills, qualifications, experience and position requirements. Employees may also be eligible for annual discretionary incentive compensation.
Benefits Audax offers a wide range of benefits, including health, life and disability insurance; paid time off (including sick leave, parental leave, volunteer leave and vacation); charitable donation match; family support services; 401(k) and additional benefits.
EEO Statement Audax Management Co. is an equal opportunity employer.
Recruitment Notice Audax Group and its affiliated entities do not accept unsolicited resumes from a third‑party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent directly to Audax Group or one of its affiliated entities, or its employees, will be considered property of Audax Group. Audax Group reserves the right to pursue and hire the candidate(s) without financial obligation to the third‑party agency. Any third‑party recruiting agency should contact the Talent Acquisition or Human Resources team in conjunction with a valid, fully executed contract for service based upon a specific job opening.
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