RSM - Associate Manager/Manager - Transaction Advisory

7 days ago


Bengaluru, India RSM Full time

TAS FDD - Associate Manager/Manager - Gurugram/Bengaluru


Job Synopsis:

RSM USI is seeking for a Transaction Advisory Services Manager who will work closely with our onshore and offshore team members to provide financial due diligence of middle-market US clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance. This is an exciting opportunity to join an established, practice that is experiencing exceptional growth.

Minimum Entry Requirements:

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

- Qualification : CA/CPA/MBA finance

- 7+ 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 (VLOOKUP's, 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.

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.

(ref:iimjobs.com)

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