Financial due diligence jobs in Miami, Florida - Page 2Create job alerts

We are seeking a polished Bilingual Client Services Associate for our client. This is a highly dynamic environment and they are seeking a detail oriented candidate with the ability to multi-task in a fast paced environment This role is hybrid, and has excellent benefits and work life balance, Responsibilities Supporting portfolio managers you will Interact with internal/external parties regarding client pre-screening, fund subscriptions, due diligence, documentation, and compliance. Communicate with prospective, new, and existing clients. Address client inquiries, resolve discrepancies, and respond to other requests. Provide exceptional customer service at all times. Coordinate with internal groups such as Portfolio Management, Operations, Financial Advisory, Administration, and Accounting. Qualifications Degree in Business or finance 2+ years of experience in Client Services or similar roles Fluent in English and Spanish Excellent communication and interpersonal skills Strong analytical and problem-solving skills with a high degree of accuracy and attention to detail Proficiency in Microsoft Office Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law. Contact information Diego Mejia

Job Description Job Summary: Arrowroot Capital seeks a Miami-based Associate with 1-3 years of post-undergraduate experience in technology investment banking or growth equity to be an integral member of our growing team. The candidate should be comfortable and capable of sourcing and executing new investments and working with management teams of portfolio companies directly with the Partners of the firm. The candidate must excel in conducting a significant portion of due diligence in-house and managing complex processes and situations. The Associate position is typically a 2-year program and Associate outperformance is eligible for promotion to a partner track position. The Associate will work collaboratively with management teams at portfolio companies to help build value through efficient sales & marketing operations, organic growth and add-on acquisitions. This individual will also play a lead role in all parts of the transaction process, including sourcing, negotiating & structuring, completing industry research, writing investment memos, and supporting post-close strategic initiatives. The ideal candidate will have investment transaction experience in the enterprise software sector and possess the ability to evaluate, analyze, and synthesize investment opportunities. He/she should also effectively communicate and quantify an investment thesis along with its related risks and mitigating factors. This candidate must thrive in an entrepreneurial private equity culture and have the potential to grow into a larger role at the firm, including leading deals with increasing independence. Responsibilities and Duties: • Preparation of investment memos and business plan summaries, • Researching investment target’s competitive position, market size, and industry dynamics, • Management of third party diligence providers, including legal, accounting and industry-specific consultants, • Detailed financial analysis and modeling, • Assisting with legal documentation and post-closing legal issues, • Sourcing actionable opportunities, • Marketing the firm to both internal and external constituents, • Executing and analyzing post-close value creation initiatives, • Managing and training Associates & Analysts Qualifications: • 1-4 years of total experience including a strong academic background and investment experience, • Software experience preferred, • Connection to Miami preferred;, • Top performer within peer group in the following areas: qualitative and quantitative analytical skills, understanding of finance, financial modeling, business judgment, and attention to detail, • High degree of intellectual curiosity, proactive mentality and desire to work in an unstructured, entrepreneurial environment, • Very strong written and oral communication skills, • Team player with proven ability to work in a collaborative environment, • Superior Microsoft Excel, Word and PowerPoint skills required Arrowroot Capital is a Miami-headquartered growth equity investor focused on majority and minority investments in global B2B enterprise software companies. Arrowroot was founded in 2014 and is comprised of senior Partners from blue-chip private equity firms and leading technology corporations. The firm is predicated on a highly entrepreneurial and interactive environment and has developed a market-leading reputation within the growth equity space, delivering outsized returns across 60 deals since inception. Powered by JazzHR D46JXN1dWw

Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates. A prestigious and fast-growing national financial services company is seeking an experienced Corporate Paralegal to join its in-house legal team. This role will support general corporate matters, regulatory compliance, M&A, and contract management. The ideal candidate will thrive in a dynamic, fast-paced environment and bring strong attention to detail, discretion, and a proactive approach to problem-solving. Key Responsibilities: * Draft, review, and maintain corporate governance documents, including board resolutions, consents, minutes, and formation documents * Support M&A activity, including due diligence, data room management, and post-closing documentation * Coordinate regulatory filings and assist with compliance tracking and document management * Maintain and update entity management systems, including subsidiaries and licensing records * Assist with the preparation, negotiation, and tracking of vendor and service agreements * Collaborate with internal stakeholders, outside counsel, and compliance teams to support ongoing legal needs * Help manage legal templates and implement process improvements for workflow efficiency Qualifications: * Minimum of 5 years of experience as a corporate paralegal, ideally in an in-house or financial services setting * Strong understanding of corporate governance, legal entity management, and transactional support * Experience working with entity management software (e.g., hCue, GEMS, or similar platforms) * Excellent organizational, communication, and time management skills * Proficient in Microsoft Office; experience with document management and contract tracking tools preferred * Bachelor’s degree and/or Paralegal Certificate required This is a high-impact opportunity to work directly with senior leadership in a collaborative and mission-driven organization. Competitive compensation and benefits package offered.

Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle. A minimum of 8-10 years of financial accounting due diligence experience at a top acc

Prior Financial Due Diligence experience is required. Manager, Financial Due Diligence. RSM is looking for a Manager to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice.

A minimum of 2-4 years of audit and financial accounting due diligence experience at a top accounting firm, with a minimum of 1 year of that experience in financial due diligence. Senior Associate Transaction Advisory/Financial Due Diligence. TAG professionals specialize largely in providing financ

A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and

Lead complex financial due diligence engagements, providing actionable insights into financial and operational aspects of target companies to guide strategic investment decisions. Senior Manager Of Financial Due Diligence. As a Senior Manager of Financial Due Diligence, you will serve as a trusted a

Be the first to hear about new openings and work with innovative teams that value financial excellence in data-driven analysis. Analyze complex financial data to identify key trends and provide actionable insights for strategic decision-making. Professional certification (CFA, CIIA, CMA) or proven e

A minimum of 5-8 years of audit and financial accounting due diligence experience at a top accounting firm. Manager Transaction Advisory/Financial Due Diligence. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and acco

Due to demand, we are now accepting applications for personnel to participate in our local in-person and nationwide remote research studies. Financial (Banking and investing).

Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-qualityand high-volume work Responsibilities: Give AI chatb

Financial (Banking and investing). Due to demand, we are now accepting applications for personnel to participate in our local in-person and nationwide remote research studies.

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting finance reporting of public or private institutions. The financial analyst is responsible for analyzing and communicating financial data.

Due to demand, we are now accepting applications for personnel to participate in our local in-person and nationwide remote research studies. Financial (Banking and investing).

Benefits: This is a full-time or part-time REMOTE position You'll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-qualityand high-volume work Responsibilities: Give AI chatbots div

We are seeking a Financial Analyst to serve as a financial business partner to Boreal International, a Watsco subsidiary specializing in HVAC/R distribution across Latin America and the Caribbean. This role is dedicated to Boreal's financial operations and strategy, while reporting through Gemaire's

Due to demand, we are now accepting applications for personnel to participate in our local in-person and nationwide remote research studies. Financial (Banking and investing).

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. Were seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financia

We are seeking a Financial Analyst to serve as a financial business partner to Boreal International, a Watsco subsidiary specializing in HVAC/R distribution across Latin America and the Caribbean. This role is dedicated to Boreal's financial operations and strategy, while reporting through Gemaire's

A highly regarded AmLaw law firm is seeking a Strategic Financial Analyst to support firm leadership in driving data-informed decision-making, financial strategy, and long-term growth initiatives. Strong ability to communicate insights to non-financial stakeholders and senior leadership. Strategic F

W2 Job Description: Provide day to day finance support to the UML Marketing teams; work with the Central Accounting team to ensure accurate and timely financial reporting. Our client, a global tech company, is seeking a Financial Analyst. Title: Financial Analyst Location: Miami Beach, FL Duration:

Conduct enhanced due diligence reviews for high-risk clients or complex transactions, especially those involving high-risk jurisdictions or dual-use goods. Objectives are to 1) ensure compliance with anti-money laundering (AML), anti-bribery and corruption, anti-financial crime (AFC), anti-boycott,

You'll review AI answers and test scenarios to improve their financial understanding.

The Finance Analyst position is responsible for supporting the Finance Managers with general financial planning and analysis (FP&A) functions, mainly preparing insightful reporting using available financial, patient, and claims data. Assists in monthly financial close by providing analysis of key tr

Perform a holistic Enhanced Due Diligence (EDD) review of high-risk customers using customer risk scoring models per departmental processes and procedures. Perform Customer Due Diligence (CDD) reviews for PEPs, sanctioned individuals, Negative News/ Derogatory information, and potential OFAC matches

Rigorous Investment Due Diligence: Conduct thorough due diligence on both internal and third-party investment opportunities across public and private markets, ensuring all recommendations meet the highest standards of quality and suitability. Our Financial Analysts provide relationship management an

Financial Reporting experience. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments.

The Senior Financial Analyst, Global Financial Planning and Analysis, is responsible for consolidating, analyzing, and reporting financial data to support executive decision-making. The Senior Financial Analyst will work closely with our global finance partners to better understand the business and

The incumbent in this position is responsible for investigating financial and non-financial complaints against condominium, cooperative, and timeshare associations. Ability to analyze financial documents. Two years researching and analyzing financial documents.