Associate/Senior Associate - Finance - BFS/KPO - CA

Role and Responsibilities

- A client-facing role requiring interaction with senior leaders, department heads, and third-party professionals.

- Roles in typical projects include Maintaining a detailed project plan with key milestones and timelines; providing weekly progress reports.

- Reviewing project documents (e.g., shareholders agreements, share subscription agreements, lenders agreements) and providing comments.

- Compiling and organising client information, conducting thorough reviews, and distributing data to relevant project stakeholders.

- Maintaining the virtual data room.

- Preparing various industry/company analyses for benchmarking.

- Assisting in preparing required project documentation.

- Facilitating legal counsels and merchant bankers in due diligence.

- Coordinating and communicating eAectively with cross-functional teams to ensure timely task completion.

- Coordinating with internal resources and external stakeholders (e.g., merchant bankers, legal counsels, lenders, auditors, and investors) for project execution.

- Coordinating documentation such as proposal notes, MoUs, SHAs, Term Sheets, DRHP, etc.

- Contributing with commercial insights and understanding the impact of decisions.

- Creating and maintaining comprehensive project documentation/data room.

- Ensuring quality control by following orderly processes.

- Conducting financial assessments on the projects historical and projected financials.

- Conducting extensive market and industry research.