TAS Senior Associate

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.

The RSM USI supports RSM U.S. risk consulting, transaction advisory, technical accounting, financial consulting, technology and management consulting, tax and assurance engagement teams by providing access to highly skilled professionals for repeatable business processes over an extended business day.

RSM's vision is to be the first-choice advisor to middle market leaders globally. You will work directly with clients, key decision makers and business owners across various industries and geographies to deliver a top-quality client experience. RSM is a diverse and inclusive place where you will work as part of a team while being valued as an individual, mentored as a future leader, and recognized for your accomplishments.

Job Synopsis:

RSM USI is seeking for a Transaction Advisory Services Senior 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.

Minimum Entry Requirements

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

• Qualification - CA/CPA/MBA finance

• 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.

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.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at  

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.  

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email