Associate Director/Manager - Valuation - M&A

Designation - Associate Director, Valuation Service

Location - Delhi NCR

Roles and responsibilities:

- Execute valuation engagements related to mergers and acquisitions, private equity reporting, FEMA regulatory requirements, IT requirements, financial reporting purposes like purchase price allocation, impairment testing, financial instrument valuation etc.

- Client and business overview analysis - actively participate in client meetings to understand the key business highlights and history, product offering, competitors, macro and micro economic factors, future expansion and investment plans etc.

- Establish trusting relationships with client contacts and with team members.

- Aware of key industry trends and metrics as well as have good industry level connects

- Develop and Review financial models - review and analyze financial forecast models, vet underlying assumptions against macro and micro-economic factors, analyze key industry trends, competitor analysis, future capital mix analysis and review expansion/investment plan etc.

- Make recommendations to client based on the various findings during the engagement.

- Work closely with corporates, venture capitalists, private equities and other investors wherever required.

- Regularly share expertise with team members to support continuous learning and effectively supervise and monitor team members.

- Participate in Business Development Activities (Proposal Writing, Credentials compilation, Preparing Bid documents).

- Assist in thought leadership publications.

- Handle multiple engagement reviews.

- Impart trainings on technical concepts.

- Finalization of the valuation and the report.

- Team mentoring

- Comply with organizational rules, policies, and procedures.

- Provide support for initiatives that enable growth for organization and its clients.

- Coordinates implementation of tools, processes and programs for building efficiency and sustainability for organization and its clients.

Expected profile:

- MBA (top tier B-School), CA or CFA

- 11 - 14 years of experience.

- Prior experience in a professional consultancy firm is preferred

- Executed some of following types of engagements in the past:

- Valuations related to Mergers and Acquisitions. Should have worked on mercy deals.

- Valuation relating to financial reporting which include purchase price allocation, financial instrument valuation, impairment testing, valuation of intangibles.

- Played a strategy role in the industry of focus

Skill Set:

- Financial Modeling & Research skills

- Strong communication skills- written and verbal

- Strong inter-personal skills

- Strong analytical skills and should be good at structuring thoughts.

- Good Leadership skills to manage the team for on time and quality delivery.

- Attitude: Positive, High on Energy, Value Learning and Development, Interact with others in a manner that is respectful, patient, tolerant and understanding

- Ability to effectively manage multiple, concurrent projects and meet deadlines while working both independently and in a team environment

- Demonstrate integrity, values, principles, and work ethic and lead by example