Investment Associate - Accounting Practice Acquisitions

Location: Remote / New York
Employment Type: Full-time
Compensation: $100,000 - $150,000

Position Overview

Round Hill Partners is seeking a detail-oriented Investment Associate to support our accounting practice acquisition activities. This role combines financial analysis, due diligence execution, and deal support responsibilities. The Investment Associate will work closely with senior team members to evaluate acquisition opportunities and support successful transaction execution.

Key Responsibilities

Deal Sourcing & Screening

• Research and identify potential acquisition targets using various databases and sources

• Conduct initial screening and qualification of prospective accounting firms

• Maintain comprehensive pipeline tracking and deal flow management

• Support outreach efforts and initial relationship development

Financial Analysis & Due Diligence

• Perform detailed financial analysis of target accounting practices

• Build comprehensive financial models and valuation analyses

• Analyze historical performance trends, client concentration, and revenue quality

• Assess working capital requirements and cash flow projections

• Evaluate pricing strategies and service line profitability

Due Diligence Execution

• Coordinate and manage due diligence processes and timelines

• Prepare detailed due diligence reports and investment recommendations

• Support management presentations and stakeholder communications

• Conduct reference calls with clients, vendors, and industry contacts

• Analyze competitive positioning and market dynamics

Transaction Support

• Assist with negotiation preparation and deal structuring analysis

• Coordinate with legal, tax, and other professional advisors

• Support transaction documentation review and closing processes

• Maintain detailed transaction records and documentation

Portfolio Support

• Monitor performance of acquired practices against projections

• Prepare regular portfolio reports and performance dashboards

• Support integration planning and execution activities

• Assist with best practice sharing across portfolio companies

Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field

• 2-5 years of relevant experience in investment banking, private equity, corporate development, or public accounting

• CPA certification or progress toward certification preferred

• Strong analytical and financial modeling capabilities

• Experience with M&A transactions or due diligence processes preferred

Technical Skills

• Advanced proficiency in Excel and financial modeling

• Experience with valuation methodologies and techniques

• Familiarity with accounting principles and financial statement analysis

• Proficiency with databases, research tools, and presentation software

• Knowledge of accounting industry dynamics and trends preferred

Core Competencies

• Exceptional attention to detail and analytical rigor

• Strong written and verbal communication skills

• Ability to manage multiple projects simultaneously

• Self-motivated with strong organizational capabilities

• Team-oriented approach with ability to work independently

• Interest in the accounting services industry

What We Offer

• Competitive salary commensurate with experience ($100K - $150K)

• Performance-based bonus opportunities

• Comprehensive benefits package including health, dental, and vision insurance

• Professional development and continuing education support

• Clear path for advancement within growing investment platform

• Exposure to senior leadership and deal-making processes

Reporting Structure

This position reports to the Managing Partner and will work closely with the Advisor and other senior team members across all aspects of the acquisition process.