Associate - TAG

Description

Team Profile:

Alvarez & Marsals Transaction Advisory Group (TAG) works with strategic players across industries and PE community. TAG focuses on providing potential clients with an understanding of companys Sustainable economic earnings Historical sales and profitability trends Working capital levels Key assumptions used in managements forecast Key personnel and accounting information systems

TAG involves commenting on quality of revenues and earnings, over/understated assets and liabilities, post-closing cost structure changes, historical trend analysis (key market drivers, sales strategies, customer relationships and customer churn) and qualitative observations like companys internal control structure, management and accounting team, and accounting information system. As part of FDD, extensive interactions are conducted with C-suite executives and other senior personnel of the corporations.

Job Roles & Responsibilities:

Project Execution

• Meticulous attention to detail, a sense of curiosity, and the ability to learn quickly, and a dedication to client satisfaction
• Analytical bent of mind going beyond audit / compliance
• Take initiatives and gain skillsets as per project demand
• Ensure the timely delivery of work allocated
• Proactively engage in discussions with team seniors to highlight potential issues, challenges in execution work and obtain feedback

Due Diligence

• Prepare zero-defect, review-ready excel worksheets (Work Products)
• Develop a quick understanding of clients businesses and its derivers
• Interpret, evaluate and prepare analysis of income statements, balance sheets and cash flow statements
• Summarize, quickly and effectively, information from multiple sources into concise analytical assessments and recommendations
• Compile full data book with supervision
• Well acquaint with GAAP (Indian GAAP and Ind AS).
• Prioritize several projects and assignments while meeting tight deadlines
• Discern patterns of complex diligence matters and provide accurate understanding
• Identify and effectively communicate potential deal issues to Manager
• Knowledge of data analytics software like Alteryx, Tableau, Power BI is a plus.

Team Work

• Develop constructive working relationships with the team and assist team during time crunch
• Promote team culture and build trust
• Seeks guidance and feedback for growth and demonstrates the commitment to develop
• Mentor juniors (mainly Analysts) and provide them with on-the-job training

Qualifications:

• Chartered Accountant (CA) or equivalent (e.g., accounting degree or economics degree and CFE credential)

Experience:

• Required
• 02 years in statutory audit and / or due diligence