About Bedrock Bedrock Quality of Earnings is a boutique transaction advisory firm focused exclusively on Quality of Earnings (QoE) and financial due diligence for the lower middle market. We work with buyers, sellers, search funds, independent sponsors, SBA lenders, and PE firms on deals typically ranging from sub-$1M to ~$30M of EBITDA. Our CEO is a CPA with prior experience in public accounting and transaction advisory services. We are backed by well-known small business operators and investors, and we are building the modern QoE firm: senior-led, technology-forward, flat-fee, and obsessed with turnaround time.

The Role We are looking for an experienced FDD / QoE professional who can own engagements from kickoff to delivery. This is not a staff role. You will work directly with the CEO on live deals, lead the analytical workstream, draft client-facing deliverables, and, within six to twelve months, become the primary execution lead on the majority of engagements while the CEO focuses on business development, technical review, and client management.

You will join a small, deal-focused team where your work is the deliverable. No audit busy season. No detached review-note cycle. No pyramid of staff between you and the partner. If you have ever wanted to actually run a QoE instead of building one slice of one, this is that seat.

What You’ll Do Lead the full QoE workstream on buy-side and sell-side engagements for lower-middle-market businesses, typically $1 million to $30 million EBITDA Build and maintain the Excel databook covering income statement, balance sheet, EBITDA bridge, net working capital, debt and debt-like items, and customer / employee / product analytics Identify and quantify QoE adjustments (non-recurring, out-of-period, accounting policy, owner- related, normalization) and document supporting rationale clearly enough that a buyer’s lender or attorney can follow it Calculate net working capital, propose targets and pegs, and analyze monthly NWC trends Prepare debt and debt-like item schedules Draft management interview agendas and participate in live management calls Draft the PowerPoint report: executive summary, key findings, detailed exhibits, and appendices Manage the information request list and data room workflow with sellers, brokers, and management teams Communicate directly with clients (buyers, sellers, lenders, brokers) on status, findings, and follow-ups As the team grows, provide technical review on engagements led by other team members

You’re a Fit If You Have 3+ years of financial due diligence or QoE experience Demonstrated experience executing the full QoE workstream, not just one or two sections in isolation Strong knowledge of US GAAP and accrual accounting, including the ability to evaluate cash-basis and tax-basis financials for smaller private targets and convert them into something analyzable Advanced Excel skills: pivot tables, lookups, sumifs, dynamic arrays, clean databook structure, no hardcodes in formula cells Strong PowerPoint skills with the ability to translate analysis into a clean, client-ready report Excellent written and spoken English. You will be on live calls with US clients, brokers, and sellers A strong bias toward ownership. You chase down information, raise issues early, and finish what you start Comfort working in a flat, founder-led environment with no bureaucracy and no hand-holding