Role- Financial Due Diligence (Sr. Associate)
Location- Gurugram/ Bangalore
Experience- 2 - 6years
Education Requirement- CA/CPA/MBA Finance
Qualification-
- Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
- Approximately 3-5 years of related financial due diligence work experience on buy-side and sell-side transactions.
- Ability to prepare industry-specific and other ad hoc analyses for asset management, insurance and specialty finance industries.
- 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 RSM 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-upskills
- Demonstrates proficient knowledge of the technology tools (e.g., advanced Excel, data analytics tools like Alteryx, etc.) required within assigned responsibilities.
