M&A

About the role

Independent models are developed and tested across every phase of the transaction journey to clarify choices and trade-offs. These models guide investment decisions by analyzing expected returns and trade-offs. You will own the construction, validation, and storytelling of these models from initial hypothesis to final board presentation. The role requires you to translate ambiguous business problems into structured financial narratives that support clear go or no-go decisions. You will act as a quantitative partner to transaction teams, ensuring that every assumption is traceable and every output is defensible. You will collaborate closely with deal originators, due diligence specialists, and integration planners to align model logic with real-world constraints. Your work will directly influence which transactions proceed, how they are structured, and how value is realized over time. This position is suited for someone who thrives in deadline-driven environments where precision, clarity, and rigor are non-negotiable.

Key facts

What you'll do

Analyze transaction data sets to build scenario-based forecasts that evaluate value creation under multiple assumptions.

Develop integrated financial models that reflect deal structures, financing terms, and regulatory considerations across the transaction lifecycle.

Lead due diligence workflows by mapping accounting policies, identifying hidden liabilities, and validating source data integrity.

Support valuation exercises using comparable company, precedent transaction, and discounted cash flow methodologies with sensitivity testing.

Translate business strategy into actionable financial plans that align investment thesis with operational feasibility.

Coordinate with controllers and FP&A partners to ensure that forecasts, budgets, and actuals are consistently reconciled and auditable.

Design dashboards and management reporting packages that communicate complex trade-offs to non-technical stakeholders clearly and concisely.

Own end-to-end modeling tasks from initial requirement gathering through final documentation and version control discipline.

Conduct stress testing and variance analysis to assess the impact of key drivers on profitability, cash flow, and balance sheet strength.

Champion best practices in auditability, documentation, and model governance to support scalable integration and repeatable processes.

Partner with transaction advisors and strategy consultants to challenge assumptions and refine model logic throughout deal execution.

Contribute to internal knowledge repositories by documenting methodologies, lessons learned, and framework improvements for future engagements.

Support the evaluation of target companies by building standardized assessment tools that compare strategic fit and financial performance.

Help define the architecture of a centralized modeling platform that standardizes inputs, outputs, and control frameworks across the team.

Requirements

A bachelor's degree is required; The degree field must be verified A minimum of 3 years of experience from investment banking, private equity, corporate development, transaction advisory, or strategy consulting prepares you for full-cycle transactions. This experience readies you for end-to-end transaction work.

The capability to manage due diligence, valuation, and integration contributions is anchored in this background. These capabilities are built through relevant professional experience.

You must be eligible to work in the United States without sponsorship for this position at this time.

You must possess strong spreadsheet skills, including advanced modeling techniques in Excel or equivalent tools.

You must demonstrate a consistent track record of meeting demanding deadlines in high-pressure environments.

You must be able to explain complex financial results to non-specialist audiences with clarity and precision.

You must adhere to Modus standards for accuracy, documentation, and auditability in every deliverable.

You must be comfortable working within structured finance calendars, including monthly closes and annual planning cycles.

You must understand the importance of traceable assumptions and version-controlled workflows in model development.

You must be prepared to work on engagements that require travel within the New York metropolitan area.

You must comply with Modus policies on confidentiality, data handling, and professional conduct.

Nice to have

Preferred backgrounds in corporate finance, valuation, or advisory roles that emphasize transaction experience.

Familiarity with AI-assisted modeling tools and emerging technologies in the audit and finance technology stack.

Experience with cross-functional collaboration in fast-paced, growth-stage organizations.

Practical notes

Typical interview steps

Finance interviews usually include technical questions on accounting or modeling, a case study, and behavioral rounds. Candidates may be asked to build a forecast or explain a variance. Spreadsheet skills are tested in most loops. Accuracy and clear explanations matter. Interviewers may give a real dataset and ask for a quick analysis. Showing your work and explaining assumptions matters as much as the final number.

Good to know

Questions to ask

Good questions to ask the employer in the interview: what does success look like in the first six months, how is the team structured, what is the current biggest challenge, and how are decisions made. Asking about growth paths and the review process is also well received. Employers expect questions, and good ones show preparation.

Career growth

Finance careers move from analyst to senior analyst, manager, and controller or FP&A director levels. Some people earn certifications such as CPA or CFA. Cross-functional work with operations and leadership grows with seniority. Finance careers reward precision early and business partnership later. Learning the operations of the company beyond the numbers accelerates growth.

About the company

We're building the future of audit. Modus Audit is a strategic acquirer of CPA firms with a mission to transform the audit industry through technology and capital. Backed by Lightspeed Venture Partners, Modus aims to acquire, integrate and scale high-quality audit practices using advanced AI and operational playbooks.