Annalise Goering
m & a Transactions Consultant- Accounting Team @Deloitte
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WORK HISTORY
m & a Transactions Consultant- Accounting Team @Deloitte
Los Angeles, CA, US
Specialize in buy-side financial due diligence services for private equity and strategic buyers primarily in the technology and wealth management industries•Responsible for auditing financial statements for discrepancies, errors, and high projections to address these questions by creating agendas for target management meetings •Create client deliverables such as Quality of Earnings, Net Working Capital, Net Debt Tables, and Pro-Forma Income•Preparation of carve-out financial statements to spilt company financials per headcount, rental units, salary expense etc. and address stand-alone cost concerns with the client, including budgets and forecasts to support decision-making•Analyze fiscal trends and evaluate key performance indicators using quantitative analytics and historical trends of comprehensive financials, as well as ad hoc projects for valuation•Assist in client onboarding process by drafting legal documents such as Engagement Letters, NDAs, and Basis of Presentation Memos•Responsible for the offshore USI team by meeting to explain nightly tasks to be completed by EST beginning of day, tracking progress, and communicating status with senior managers•Schedule and lead client meetings on timeline, monitor deal progress and outstanding data requests as team project manager, and assist executives
EDUCATION
California Lutheran University
Bachelor of Business Administration - BBA, Business with an emphasis in Economics
Santa Barbara City College
Associate of Arts - AA, Economics
Irvine Valley College
California Board of Accountancy CPA Eligibility , Accounting
ABOUT ANNALISE GOERING
With a Bachelor of Business Administration and Economics, I currently contribute as an M&A Transactions Consultant at Deloitte. My role centers on delivering buy-side financial due diligence services for private equity and strategic buyers, with a focus on technology and wealth management industries. Core competencies include auditing financial statements, developing Quality of Earnings reports, and preparing carve-out financial statements to address stand-alone cost concerns. At Deloitte, I collaborate with teams to analyze fiscal trends and craft detailed financial deliverables that empower clients in their decision-making processes. My motivation aligns with fostering data-driven insights and supporting organizational growth. By leveraging my expertise in financial analysis and cross-functional collaboration, I aim to bring value and a fresh perspective to dynamic teams.
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