Tas Fdd and Adv Supervisor

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Job Synopsis

RSM USI is seeking for a Transaction Advisory Services Associate 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.

Position Responsibilities:

- Prepare an expert-level of workbook in accordance with the firm’s professional standards and as per the requirements of the project, with almost no rework and review comments.
- 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 fastpaced world of mergers and acquisitions
- 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-up skills
- Prepare and update the initial/supplemental document request list and manage gathered data effectively.
- Ability to prepare industry-specific and other ad hoc analyses
- Prepare Management discussion decks.
- Review and consistency check of the final deliverable(s) ensuring data accuracy and final review of the report consistency done by juniors.
- Ability to independently draft certain sections of FDD Report such as the Background, Quality of Earnings (basic to moderate complexity adjustments), Summary Financials, and Exhibits.
- Ability to do basic Debt/Debt-Like and Net Working Capital analysis and adjustment calculations.

Qualifications:

- Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
- Qualification - CA/CPA/MBA finance
- Approximately 5-7 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 (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
- Relevant people development and training experience.

Key Skills:

- 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

You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.

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