Financial Due Diligence

3 weeks ago

Bengaluru, India RSM US LLP Full time

Job Synopsis:

RSM USI is seeking for a Transaction Advisory Services Supervisor and 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.


Minimum Entry Requirements:

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

• Qualification - CA/CPA/MBA finance

• Approximately 5-10 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


Position Responsibilities:

*Prepare and review transaction Databook/Workbook in accordance with the firm’s professional standards and as per the requirements of the projects, with almost no rework and review comments.

*Active and consistent participation as a Deal team member with high proficiency (i.e., included and scheduled on deals by TAS RMO), including usage and training of junior team members.

*Prepare, update, and review initial/supplemental document request list and manage gathered data effectively.

*Ability to prepare industry-specific and other ad hoc analyses.

*Preparation of the proposal and scope of work as required by the engagement team(s).

*Prepare Management discussion decks.

*Participate and lead specific sections in management calls and take notes in management meetings.

*Ability to independently draft sections of the FDD Report such as the Background, Points of Interest(basic), Quality of Earnings (proficiency in basic and moderate complexity adjustments, beginning to quantify complex adjustments), Summary Financials and Exhibit

*Ability to do set up of Debt/Debt like and Net Working Capital analysis with high proficiency and calculate basic to moderate complexity adjustments. *Proficiency in technology tools such as Alteryx, Power BI, etc.


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, or technology


Please use below link to apply:


Supervisor:


Manager:

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