Manager/Supervisor - Transaction Advisory Services Associate - Financial Due Diligence

Manager/Supervisor - Financial Due Diligence

Job Synopsis:

Seeking for a Transaction Advisory Services Associate who will work closely with our onshore and offshore team members to provide financial due diligence of middle-market US clients.

The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance.

This is an exciting opportunity to join an established practice that is experiencing exceptional growth.

Minimum Entry Requirements:

- Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.

- Qualification: CA/CPA/MBA finance.

- Approximately 4-10 years of related financial due diligence work experience on buy-side and sell-side transactions.

Position Responsibilities:

- Deal experience with onshore team including data room management, document request list preparation, management meeting preparation, workbook analysis, Quality of Earnings, due diligence reports, client calls and engagement team calls.

- Understanding of financial statements, financial ratio analysis, U.S. GAAP accounting standards, financial concepts, etc.

- Advanced Excel skills (vlookups, pivot tables, and advanced formulas), Word and PowerPoint skills.

- Strong analytical skills, including operational and financial analysis, benchmarking, and trend analysis.

- Excellent verbal and written communication skills.

- Relevant people development and training experience.

- Prepare an expert-level of workbook in accordance with the firms professional standards and as per the requirements of the project, with almost no rework and review comments.

- Prioritize data gathered from financial reports into Excel workbook analyses that provides valuable guidance to the U.S.-based engagement team on specific reviews of company financials in the fast-paced world of mergers and acquisitions.

- Assist in preparing Quality of Earnings adjustments, Net Working Capital analyses, identifying Debt-like Items, key Points of Interest for consideration in the Report, etc.

- Review and tie out final client reports to ensure data accuracy of reported numbers.

- Remotely work and coordinate with consulting professionals, supervisors, and senior management in the U.S. on a daily basis, including some early morning and late evening conference calls.

- Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-up skills.

- Prepare and update the initial/supplemental document request list and manage gathered data effectively.

- Ability to prepare industry-specific and other ad hoc analyses.

- Prepare Management discussion decks.

- Review and consistency check of the final deliverable(s) ensuring data accuracy and final review of the report consistency done by juniors.

- Ability to independently draft certain sections of FDD Report such as the Background, Quality of Earnings (basic to moderate complexity adjustments), Summary Financials, and Exhibits.

- Ability to do basic Debt/Debt-Like and Net Working Capital analysis and adjustment calculations.

- Basic understanding and hands-on knowledge of technology tools such as Alteryx, Power BI.

Key Skills to Accelerate Career:

- Strong skills in critical thinking, problem identification, resolution and process improvement.

- Evaluated as an exceptional performer in current position.

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

- Demonstrates willingness to invest time in communication with U.S. based teams.

- Ability to be a self-starter and to be confident when interacting with team members, clients and asking questions.

- Able to work within tight deadlines and take responsibility for getting the job done in a timely manner.

- Preferred industry experience in one or more of the following: manufacturing, distribution, consumer products, business services, healthcare, financial services, or technology