Experienced Associate, Transaction Advisory Services

Posted 3 Days Ago
Be an Early Applicant
Denver, CO
Junior
Fintech • Payments • Financial Services
The Role
The Experienced Associate will engage in buy-side and sell-side financial due diligence, perform analysis of financial data, contribute to quality of earnings, assist in client communications, and prepare detailed financial reports. The role involves collaboration and participation in practice development initiatives.
Summary Generated by Built In

ABOUT INTRINSIC

At Intrinsic, we believe that success is built on strong relationships and exceptional service. Headquartered in Denver, Colorado, we are a majority employee-owned company that partners with private equity firms, their portfolio companies and the office of the CFO to provide transaction advisory services, valuation advice and accounting and finance support. Since our founding in 2010, we’ve focused on what matters most: our people and clients. We take pride in our collaborative approach, tailoring each engagement to the unique situation at hand. We deliver more than just quality—we provide an unparalleled client experience with every interaction. This commitment is reflected in the strength of our team and culture, fueling an environment where every professional is empowered to contribute and grow. 

With our sights set firmly on your success, we give every project the attention it deserves. We are not just advisors—we’re partners dedicated to propelling your business forward.

About the Position
We are currently seeking an Associate to play a critical role in our rapidly growing Transaction Advisory Services practice

  • Participate in buy-side and sell-side financial due diligence projects, primarily for private equity clients and middle market companies.
  • Perform rigorous analysis of financial and operational data of target companies, and assist in quality of earnings, net working capital, and other ad hoc analyses.
  • Assist in meetings with target company personnel and assist with client communications.
  • Generate comprehensive financial due diligence reports presenting key findings and important deal considerations to clients.
  • Participate in practice development initiatives.

About the Associate
The Associate will ideally have the following experience and characteristics:



    • A bachelor’s or higher degree in Accounting or Finance.
    • A minimum of 1 year of related work experience at an accounting, audit or consulting firm.
    • Active CPA license/CPA eligible or equivalent certification preferred.
    • Excellent analytical skills and attention to detail.
    • Ability to distill complex data into meaning insights.
    • Strong verbal and written communication skills.
    • Strong Microsoft Excel and PowerPoint skills.
    • Naturally driven and intellectually curious.
    • Thrives in an entrepreneurial, dynamic, and fast-paced work environment.
    • Authorized to work in the U.S. without employment-based visa sponsorship.

    All candidates must reflect the values that are core to our firm:

    • Craftsperson – We earn the respect of our clients by putting in the work so that our knowledge on matters where we serve them extends well beyond their own understanding. They come to respect and rely on us in this regard. We take enormous personal pride in our ability to contribute in this way. The satisfaction derived from mastery of the art we practice, indicated by our client’s acknowledgment of it, and the authenticity of the relationships we build because of it, is the marquee reason we stay in this business.
    • Relatable – When our clients think about who they’d like to spend time with outside of work, they think fondly of us. We genuinely like and respect each other. Our conversations are informed, but casual. They don’t feel the need to put on a corporate veneer when interacting with us, and we relate our knowledge to them succinctly, and in plain English. We get them to “ah, I got it” with expert precision in a humble yet confident way.
    • Trusted Partner – A natural result of being both relatable and a master craftsman is that we become trusted partners – effective extensions of the clients we work with. Work is awarded on an uncontested basis. Over time, they may ask us to help with endeavors they know lay beyond our stated services, having developed confidence by observing us in situations where we innovate at the margin and find unique solutions in the normal course of traditional engagements. Their respect for us may manifest in other ways as well, like asking about what other kinds of work our firm performs, or referrals to other service providers. They use us as a filter and beacon for other craftspeople.
    • Responsive – We care about our clients and we want them to know that. The way we show it is through responsiveness. Getting a quick response from us, at any time of day or night, even if it’s a few words, makes them know this. When we interact with them in this way, it builds a new and special dimension to the relationship. A personal one.
    • Intellectual Curiosity – Part of our wiring is that we’re nerds at some level. We might have a little social anxiety, and we find solace and enjoyment in diving into topics that sharpen the saw in our craft. We’re not on a path of continuous improvement for financial reasons. We actually enjoy tinkering with concepts and tools that elevate our game. Sometimes we might want to take on an assignment that doesn’t fit with our strategy because something about it will give us the opportunity to personally explore something new.
    • Commitment To The Firm – We have profound organizational ambition. We enjoy winning as a team and watching the flywheel accelerate through collaboration. We like winning independently to motivate our colleagues, and we love nothing more than watching them respond with big wins of their own. We love being the underdog together and the comradery that comes from building something special – with fewer resources and less capital than our competitors – and our clients love being a part of the process as well as we grow.
    • Commitment To Each Other – As much as we like winning together, we like learning and growing together. We acknowledge each of us was carefully chosen for our inherent traits as continuous learners, having a strong desire to improve as both professionals and people. We strive to understand the challenges and demands of one another’s roles and we solve our problems, together. We know that the key to our respective individual successes is underpinned by our growth as leaders and our ability to win as a team, and we improve on both, daily.



    Intrinsic LLC participates in E-Verify, the federal program for electronic verification of employment eligibility. Learn More.

    The Company
    HQ: Denver, Colorado
    55 Employees
    On-site Workplace
    Year Founded: 2010

    What We Do

    About Intrinsic LLC

    Intrinsic is a financial services firm, headquartered in Denver, Colorado, with a dedicated end market focus on private equity, family office, and high net worth clientele. We provide valuation and transaction advisory services to these clients in a trusted advisor capacity. Our own business is shaped and guided by a highly informed group of investors, some of the most accomplished professionals and academics in the fields of private equity and entrepreneurial finance.

    While many firms provide our services, our people, who were all carefully screened to ensure they felt a strong connection to our values, deliver a client experience and work product that is best in class, and that is what differentiates us substantially from other firms.

    We believe the key to growth and prosperity is through exceptional client service. Some regard our work products like PPAs or QofEs to be commoditized. People that have this view do not work at Intrinsic, because it means they have a commoditized way of thinking and the way they serve their clients reflects it. These are the people and the cultures we capture market share from.

    Our growth and the quality of our professionals are proof this is effective. Firm revenues have doubled in the last two years, through a pandemic, and our most recent hires were top performers at KPMG, PWC, and Houlihan, to name a few

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