RSM - Associate Director - Transaction Advisory Services - Value Creation

About the Company :

The RSM USI supports RSM U.S. risk advisory, financial advisory, technology and management consulting and assurance engagement teams by providing access to highly skilled professionals for repeatable business processes over an extended business day.

Job Synopsis :

RSMUSI is seeking a Transaction Advisory Services Value Creation Associate Director who will work closely with our onshore and offshore team members to deliver TAS Value Creation services (e.g., pre-close due diligence focused on standalone cost modeling, synergy assessments and pro forma analysis) to both corporate and private equity clients in the middle-market. This is an exciting opportunity to join an established, practice that is experiencing exceptional growth.

Minimum Entry Requirements :

- Relevant experience from Big 4 or similar consulting background.

- Chartered accountant, CPA, or MBA - finance.

- Approximately 10-15 years of related work experience including: (i) 5+ years of experience within financial and/or operational diligence and (ii) 5+ years of management experience with a team of 50+ offshore individuals, supporting onshore teams globally (primarily in the U.S. and Canada).

- Candidates with prior (pre-close) experience in mergers and acquisitions ("M&A") consulting (e.g., advisory, strategy, management) and/or direct deal experience (e.g., private equity, corporate development, separations/divestitures, combinations/integrations, standalone and integrated cost modelling) may have preferred skillsets.

- Ability to build and manage an off-shore practice (i.e., the TAS Value Creation capabilities at RSM is being established with the hire of the USI Value Creation Director)

- Pre-close deal experience with onshore teams including data room management, document request list preparation, management meeting preparation, workbook analysis (e.g., synergy assessments, standalone cost models, pro forma adjustments, etc.), financial and operational due diligence reports, client calls and engagement team calls.

- Superior verbal and written communication skills with attention to detail and delivery methods.

- Extensive experience with project management including organization, prioritization, and driving tasks/initiatives to completion.

- Understanding of financial statements, key concepts, and analysis.

- Familiarity with U.S. GAAP accounting standards.

- Extensive experience with both developing and performing detailed reviews of work products and deliverables arising from operational due diligence concepts, as well as pre-close separation and integration analyses (e.g., synergy assessments, standalone cost models, pro forma adjustments, etc.).

- Understanding of key business functions (e.g., legal, accounting, HR, IT, etc.) in an operational due diligence context.

- Ability to analyze and understand company specific legal and employee structures, organizational frameworks, operational capabilities, and go-to-market strategies.

- Strong analytical skills including operational and financial modeling and analysis, as well as benchmarking.

- Perform sensitivity and other financial analysis around synergy and pro forma cost savings initiatives to provide insights.

- Ability to identify key business trends and drivers, comprehend industry specific analyses, interpret key operational performance indicators and connect key consideration across functional due diligence works stream (e.g., IT/Cyber, HR, Risk, etc.).

- Experience reading and assessing Transition Service Agreements (TSAs) or similar agreements/arrangements from a financial and operational advisory perspective.

- Experience with developing and supervising staff both on engagements and in their career.

- Advanced MS Excel, PowerPoint, and Word skills, with the ability to build skillful presentations.

- Up to date with the mergers & acquisitions space, transaction advisory services, and Private Equity Groups (PEG).

- Possess a high degree of integrity and confidentiality.

- Strong skillset in critical thinking, problem identification and resolution, as well as general process improvement.

Position Responsibilities :

- Assist Value Creation leadership in the delivery and review of complex client engagements in the mergers and acquisitions areas such as synergy capture, cost reduction, and standalone modeling.

- Remotely work and coordinate with RSM professionals, supervisors, and senior management in the U.S. daily (business days), including some early morning and late evening conference calls.

- Support internal collaboration of the USI Consulting / TAS practices across solution sets including, but not limited to: Financial Due Diligence, IT and Cyber Due Diligence, and Management Consulting (post-close integration and separation).

- Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed onshore team and client expectations.

- Proactively identify business opportunities, internal initiatives and/or go-to-market strategies for the TAS Value Creation practice to consider with a specific focus on leveraging and/or expanding USI capabilities.

- Lead teams to generate a vision and establish direction.

- Motivate team members by creating an atmosphere of trust, leveraging diverse views, and coaching staff.

- Assist in the development of junior team members as the TAS Value Creation team expands at the USI.

- This position will be based in Gurgaon and will generally involve minimal travel. Based on experience and qualifications, opportunities to travel for domestic (India) deals and for conferences or secondments to the U.S. may arise. As the team expands domestically within India, the opportunity to travel to help build out and collaborate with other offshore hubs in certain geographies may arise.

- Demonstrate proficient knowledge of technology tools (e.g., advanced Excel or data analytics tools like Alteryx, etc.) which may be required within assigned responsibilities.

- Able to work in a fast-paced, value-driven deal environment, offering tremendous opportunities for learning and growth.

Key Skills to Accelerate Career:

- Evaluated as an exceptional performer in current position.

- Excellent interpersonal and communication skills to interact effectively and confidently with internal and external stakeholders (e.g., onshore teams and clients).

- Makes significant time investments in communicating with onshore team.

- Demonstrates a self-starter attitude and takes ownership of deliverables (both internal initiatives and external work products).

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

- Collaborates across existing RDC solutions sets to leverage best practices and for pull-through sale opportunities.

- Embraces and supports the RSM's first-choice advisor culture by consistently demonstrating the 5C characteristics (we are caring, curious, collaborative, courageous, critical thinkers).