CPA for Financial Recasting and SDE Normalization

Posted yesterday

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Summary

We are seeking a Certified Public Accountant (CPA) to assist with financial recasting and SDE normalization for an M&A sell-side deal. The role involves preparing financial statements and ensuring compliance with accounting standards. The ideal candidate will have experience in financial analysis and reporting, and be able to work independently to deliver high-quality results. I'm an M&A advisor representing business owners in the sale of their companies. I need a CPA to recast/normalize 3 years of financials (plus YTD) into adjusted Seller's Discretionary Earnings (SDE) for a lower-middle-market business. This is back-office work — you won't be client-facing. I provide the source documents (P&Ls, balance sheets, tax returns, GL) and the add-back logic; you execute a clean, buyer-defensible recast and an itemized add-back schedule with supporting notes. Scope: -Normalize 3 years + YTD into adjusted SDE -Itemize and categorize add-backs (owner comp, discretionary/personal, one-time, non-operating) -Rate each add-back's defensibility for a buyer's quality-of-earnings review -Deliver in a clean Excel workbook with formulas (no hardcoded totals) You must: -Be a licensed CPA -Have real M&A, business-valuation, or QoE experience (not just tax prep) -Understand the difference between a true add-back and a cost of goods a new owner still incurs To apply, answer this: A business runs $750K of "contracted services" (its core direct labor to deliver the service) through the P&L. Is that a valid SDE add-back? Why or why not? Confidentiality required — NDA and a contractor agreement before any documents are shared. This is an ongoing need; I close deals regularly and want a reliable partner for future engagements. Please share a redacted sample recast or add-back schedule if you have one, your hourly rate, and your typical turnaround.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Financial Accounting
Accounting
Nice-to-have skills
Financial Analysis
CPA
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:38 minutes ago
  • Interviewing:
    2
  • Invites sent:
    2
  • Unanswered invites:
    2
About the client
Member since Aug 6, 2013
  • United States
    Houston10:07 PM
  • $63K total spent
    115 hires, 0 active
  • 7,835 hours

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