Financial Due Diligence Job Description

What does a financial due diligence role entail?

Table of contents

  • Financial Due Diligence Analyst / Associate Job Description Examples?
  • The Job Description vs. Reality
  • Tips for Succeeding in a Financial Due Diligence Career

If you’re considering a career in financial due diligence, you likely already know that the job description involves analyzing and assessing the financial health of companies in order to help investors make informed decisions. But what you might not know is that the reality of the job can be much more complex and challenging than what the job description itself might suggest. In this article, we’ll explore the essential checklist for financial due diligence, providing some insights into what you can expect from this exciting and dynamic field.

Financial Due Diligence Analyst / Associate Job Description Examples


  • The ideal candidate should possess 1-3 years of experience working on financial advisory engagements, specifically quality of earnings, audit, or FP&A. They should be skilled in conducting complex financial analysis, generating data-driven insights, and working in a fast-paced environment with shifting priorities. The candidate should be highly motivated, ambitious, with excellent communication skills and a track record of creative problem-solving. They should also be willing to travel as required.


  • The Analyst will primarily work on quality of earnings projects and may be asked to assist on a variety of other financial engagements. They will participate in buy-side and sell-side pre-transaction quality of earnings engagements, building financial models to analyze company data, interviewing management at target companies, and developing comprehensive reports.

The Job Description vs. Reality

The job description for a financial due diligence professional might seem straightforward enough: analyze financial statements, identify risks and opportunities, and provide insights to clients. But in reality, the job can be much more complex and challenging than that. For one thing, financial due diligence professionals need to have a deep understanding of accounting principles, financial reporting standards, and regulatory compliance requirements. They also need to be able to analyze complex financial data quickly and accurately, and provide actionable recommendations to clients based on that analysis. Financial due diligence professionals should be able to clearly articulate complex financial and accounting concepts to clients in a simple manner. 

When working on an M&A deal, timelines can be short and financial due diligence professionals and having to manage several work streams at once. In addition, you may be working on multiple deals at the same time. As a result, these professionals must be very organized and have the ability to prioritize their tasks as well as communicate progress with the team. 

Another challenge of financial due diligence is that the scope of the job can vary widely depending on the industry, the size and complexity of the company being analyzed, and the specific goals of the investor or client. This means that financial due diligence professionals need to be flexible and adaptable, able to quickly shift gears and adjust their approach depending on the specific circumstances of the project.

Tips for Succeeding in a Financial Due Diligence Career

With so many components to consider, financial due diligence can be a complex and challenging process. Here are some tips to help you perform well:

  • Start with a comprehensive due diligence checklist to ensure that all relevant information is collected and analyzed. Check each item off of this list to ensure nothing has been missed. As you work on more and more deals, keep improving upon and adding to the list. 
  • Be flexible and adaptable, and adjust your approach depending on the specific circumstances of the project.
  • Work closely with other professionals and specifically your team. Communication is key.
  • FDD professionals work with attorneys, finance professionals, and industry experts. Soak up this knowledge and take what you learn from one deal and apply it to the next deal.
  • Be thorough and detail-oriented, and don’t overlook small details that could have a big impact. However, it’s important to learn where the key issues are located. Don’t spend too much time on items that are not important to the client or transaction.
  • Communicate clearly and effectively with your team and clients, providing actionable recommendations and insights based on your analysis.

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