Identification of key issues and carrying out the relevant financial analysis
To lead smaller assignments from KGS and/ or assist in larger assignments reporting to Director/ PMD, with their limited supervision
Active and consistent participation as a Deal team member with high proficiency including usage and training of junior team members.
Prepare, update, and review initial/supplemental document request lists and manage gathered data effectively.
Prepare proposals and scope of work as required by the engagement team(s).
Prepare management discussion decks.
Participate in and lead specific sections in management calls; take notes in management meetings.
Prepare high quality FDD Reports including review of sections written by other team members on the job
Maintaining business contacts at PMD level (i.e. it is our expectation that Associate Director will make a positive commitment to maintaining contact with people they meet on transactions, who may become important providers of work in the future)
To contribute to the effective working of the team and development of team morale
To contribute to practice development initiative including people, team administration and solution development etc.
This Role is for You if You Have the Below
Educational Qualifications
CA / MBA Qualified
Work Experience
Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
Qualification: CA/MBA Finance.
Approximately 812 years of related financial due diligence work experience on buy-side and sell-side transactions.
Team management/people experience.
Mandatory Technical & Functional Skills
Strong analytical, issue identification/prioritization/ resolution and report writing skills, including understanding of key TS concepts relating to Adjusted/Quality of Earnings, Adjusted Net Working Capital and Adjusted Net Debt amongst other TS analysis
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.
Proficiency in technology tools such as Alteryx, Power BI, etc
Excellent verbal and written communication skills
Preferred Technical & Functional Skills
Strong skills in critical thinking, problem identification, resolution, and process improvement.
Ability to execute project plans, manage multiple tasks, prioritize workloads and manage individual/team budgets
Ability to work within tight deadlines and take responsibility for timely completion.
Preferred industry experience in one or more of the following: manufacturing, distribution, consumer products, business services, healthcare, financial services, or technology.
Key Behavioural Attributes/Requirements
Takes personal responsibility and accountability for own work and that of subordinates.
High level of personal integrity and ability to quickly build trust among colleagues and clients.
Personal drive and positive work ethic to deliver results within tight deadlines and demanding situations.
Flexibility to adapt to a variety of engagement types, working hours, work environments, and locations.
Excellent written and verbal communication skills.
