Senior Associate/Supervisor/Manager - Financial Due Diligence

Sr Associate / Supervisor / Manager - Financial Due Diligence

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

- Qualification - CA/CPA/MBA finance

- Approximately 3-10 years of related financial due diligence work experience on buy-side and sell-side +transactions.

- 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

Position Responsibilities :

- 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

- Prepare and update document request lists and management meeting agendas

- Participate in management meetings with the Target Company and discussions with the Client

- 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 :

- Demonstrates proficient knowledge of the technology tools (e.g., advanced Excel, data analytics tools like Alteryx, etc.) required within assigned responsibilities

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