About

Description: I am a US CPA, transitioning into a Senior Associate role in Financial Due Diligence (FDD) in January. While I have a strong handle on accounting theory, I lack the specific mechanical skills required to "scrub" a General Ledger and prepare a Quality of Earnings (QoE) study. I am looking for an experienced FDD professional (current or former Big 4/Mid-tier) to provide video coaching to help me hit the ground running. The Goal: I do not need high-level theory. I need a tactical, step-by-step walkthrough of the FDD Databook process in Excel. By the end of our sessions, I should feel comfortable taking raw client data and converting it into a preliminary Adjusted EBITDA bridge. What I need to learn (The Curriculum): The Setup: Best practices for taking a raw Trial Balance and General Ledger and mapping them into an FDD Databook (FS Mapping). The Scrub: How to quickly analyze the GL to identify standard add-backs (non-recurring expenses, out-of-period items, personal expenses). The Output: How to bridge Reported EBITDA to Adjusted EBITDA. Revenue/NWC: Briefly touching on Proof of Revenue and Net Working Capital peg calculations (if time permits). Requirements: MUST be a Licensed US CPA. Must have direct experience in Financial Due Diligence / Transaction Services (Audit experience alone is not sufficient). Must provide the case study data: Because of confidentiality, I cannot share my firm's data. You must have a sanitized "dummy" dataset (Raw TB/GL) that we can use for the training. Expertise in Excel (Pivot tables, SUMIFS, and databook architecture). How to Apply (Please Read Carefully): To be considered, please submit a proposal that includes the following 5 items: Your Plan/Methodology: A brief explanation of how you intend to teach the "GL to Databook" process. Detailed Agenda: A bulleted list of topics you will cover in each session. Proposed Schedule: Number of sessions recommended. Duration of each session. Proposed Dates: I am looking to start immediately (ASAP) to complete this before January. Please list your earliest availability. Fee: Your total fixed price or hourly rate for this engagement. Confirmation of CPA Status: Please confirm you hold an active US CPA license.