Qualification - CA/CPA/MBA finance
- Approximately 7-10 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.
- Team management/People experience.
- 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
- Lead teams with organizational vision, motivate, create atmosphere of trust, coach staff and leverage diverse views.
- Develop and deliver quality planning approaches that meet and/or exceed onshore team/client expectations.
- 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 company 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
- 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
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