Associate Director - Business Advisory - Financial Due Diligence - CA - Investment Banking

Role specific skillsets :

Operational :

- Lead buy-side and sell-side transaction advisory engagements.

- Scoping the assignments, preparing and drafting / reviewing the proposal

- Execution of Financial Due diligence. Should be able to co-ordinate with tax and other teams to execute and finalize the entire report.

- Manages efficiency and productivity of team members on a day-to-day basis

- Manage staff in the field and in the office to provide real time feedback and guidance to client and ensure timely and efficient product delivery.

- Client interface and liaison. Independently handle client relationship

- Measure, monitor and improve client service by guiding team members and driving excellence in service delivery

- Focus teams on the key priorities while managing several large to medium-size projects.

- Practice Development and Client Relationships

- Lead and participate in Practice development and business development efforts

- Develop deep and enduring relationships with key customers. Generates ideas for new sub service line initiatives

- Identifies, develops and implements best practices in projects. Defines need for new information sources, and provides feedback on new sources.

People Responsibilities :

- Coaches, counsels and mentors team members for professional development, and recommends training requirements to address perceived gaps.

- Manages performance of team members from setting goals to assessing performance against goals to providing performance feedback.

General skillsets:

Client Excellence - Demonstrates a passion for delivering quality and ensures that client needs are met, benefiting both the client and the firm

Growing the business - Demonstrates ability to identify and convert new business opportunities, both from existing and new clients

Planning and organizing - Sets priorities, defines activities, gives responsibilities and plans work so that results are achieved on time and within budget

Financial management - Deals with all aspects of financial performance in a timely and effective way so as to ensure that all time is appropriately recorded, billed and collected, thereby maximizing profitability

People development - Seeks self-development and provides support that enables others to develop within the firm.

Teamwork - Works cooperatively with others, positively influences them and ensures team participation to support the firms goals

Communicating - Listens to, understands and communicates confidently with others in a clear, concise, polite and purposeful way

Motivating - Motivates self and others to succeed

Candidate qualification & experience - Chartered Accountant

- Strong academic background

- Must have relevant M&A experience in an investment bank or consulting firm

- Atleast 8 years transactional experience with a demonstrable track record of deal execution across all phases of the transaction cycle from origination to completion.

- Have successfully demonstrated the ability of managing the financial due diligence process including coordinating all stakeholders and other advisors including, for example, legal and tax.

- Experience servicing private equity groups, Venture Capitalist firms

- Possess a good balance of strong audit skills and business acumen.

- Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm

- Ability to be a self-starter and to be confident when interacting with clients and asking questions

- Ability to apply critical thinking and problem-solving skills

- A proactive, self-directed approach and the ability to learn quickly