Senior Quality of Earnings Reviewer

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct reviews of QoE analyses, supporting documentation, and foundational workpapers.

• Critically assess and validate proposed EBITDA/SDE adjustments and add-backs.

• Analyze normalized earnings, revenue quality, working capital, and financial-statement reconciliations.

• Evaluate cash-proof and accompanying financial analyses.

• Ensure that conclusions are sufficiently supported and defensible.

• Deliver final technical and editorial assessments of completed reports.

• Sign or co-sign reports when deemed professionally appropriate.

• Address inquiries from SBA lenders and underwriting teams.

• Engage in occasional calls with lenders.

• Provide constructive feedback, coaching, and technical guidance to the current team.

• Assist in enhancing QoE templates, methodologies, and quality-control processes.

• Assume professional responsibility for the final deliverable when necessary.

⛳️ Requirements

• Current US CPA license in good standing.

• Extensive experience in Quality of Earnings and/or transaction advisory.

• Background in reviewing lower-middle-market acquisitions.

• Proficient understanding of normalized EBITDA/SDE, add-backs, working capital, cash proof, revenue quality, and financial-statement reconciliation.

• Capability to thoroughly examine underlying workpapers and take professional ownership of the final report.

• Comfortable with signing or co-signing reports when appropriate.

• Excellent communication skills with lenders and underwriting teams.

• Based in the US and available during standard US business hours.

• Strongly preferred: Experience with SBA 7(a) acquisition transactions.

• Strongly preferred: Background in accounting, transaction advisory, or financial due diligence.

• Strongly preferred: Knowledge of new SBA QoE requirements set to take effect on October 1, 2026.

• Strongly preferred: Experience supervising offshore or distributed analyst teams.

• Strongly preferred: Proven track record in enhancing templates, methodologies, and QC processes.

🏝️ Benefits

• Fractional, project-based engagement available—hourly or per project.

• Begin with a few engagements monthly and scale as demand increases.

• Flexible recurring work without the need for a full-time commitment.

• Collaborate with a seasoned analysis and project-management team.

• Opportunity to influence the methodology and QC standards of a developing SBA-focused QoE practice.

• Emphasis on senior review, judgment, and quality rather than redoing analysis from scratch.