Financial Analyst - Investment/PE/Banking - IIM/IIT

Financial analyst shall be responsible for Deal sourcing, Profiling, Due-diligence and Monitoring from Entry to Exit.

- This position shall also do a strategic due diligence of four value driver’s viz., Business, Finance, Tax, Legal and Labor.

- Financial Analyst assists Associates, Principals and Senior Principals in evaluating potential companies, conducting analysis, preparing financial models and presenting investment recommendations, writing reports.

Roles and Responsibilities :

- Prepare financial models for the purpose of Business Valuation using Discounted Cash Flows, Company Guidelines and Transaction methods including scenario planning, capital budgeting, cost of capital, Financial statement analysis, etc.,

- Perform various underwriting and due diligence functions on possible future acquisitions/dispositions.

- Understand business model of the company and prepare “management reports” with vital company information (key developments and key financial statements)

- Prepare research reports summarize the valuation conclusions, overview of the portfolio company, and a write up about the company.

- Ensure a strong commitment to high-quality writing while working under tight deadlines

- Prepare investment recommendations (in both Power point and Word formats) in order to document deal team findings on key due diligence issues, throughout the investment approval process

- Preparing end to end models and initiation coverage reports

- Pricing (Deal evaluation) – assessing the commercial viability of a deal

- Complete evaluation of underlying portfolio companies held in private equity funds, including review of valuations, operating performance and exit outlook

- Prepare Financial Allocation Models, valuing intangible assets and liabilities acquired in the business combination, using different methods of income, cost and market approach.

- Perform variance analysis with actual results compared to forecasts, growth of sales, operating profit etc.,

- Prepare and review general ledgers, financial statements, footnotes and work papers

- Prepare business analytics which include P&L reports, business trends and business drivers enabling the leaders to make informed decisions.

- Provide technical accounting/industry knowledge to clients

- Understand and master a multitude of financial systems and processes and provide support as needed including standardized reporting and analysis of results across portfolio companies

- Support monthly reporting processes which include operating metrics, variance reporting, cash forecasting, and capital expenditures.

- Create and build financial and operational dashboard reports and other similar tools.

Essential qualification : CA with MBA Finance from top institutes (B.E / B.Tech grads will be preferred) (MBA from IIMs / IITs or top B Schools.

Experience : 6 – 8 years of experience in Investment industry, banking, private equity, consulting etc., of which at least 2-3 years in a Manufacturing / service industry.

Feel free to call me on 09620434949 for more information.

Divya
9620434949