Assistant Manager - Transation Advisory Services

ACCA Careers; Maharashtra; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

ACCA Careers in Pune seeks Assistant Manager - Transaction Advisory Services. You will draft and review schemes of amalgamation, lead assignments for startups re-domiciling to India, and advise on overseas investments and jurisdictional structuring.

You will lead valuation assignments for fundraising, M&A, and financial reporting; analyze tax regimes and treaties; build fully diluted cap tables; and prepare detailed financial models.

Qualifications

• ACCA/CA qualification mandatory.
• Experience in transaction advisory and valuations.
• Strong understanding of regulatory and tax frameworks.
• Ability to lead on amalgamation schemes and cross-border structuring.

Responsibilities

• Draft/review amalgamation schemes and share-exchange calculations.
• Lead assignments for startups re-domiciling to India (Reverse Flip).
• Advise on overseas investments regulations and cross-border structuring.
• Lead valuation assignments for fundraising, M&A, and reporting.
• Analyze tax regimes and jurisdictional tax treaties for foreign entities.
• Build fully diluted cap tables (CCDs, SAFEs, ESOP) for fundraises.
• Prepare financial models and valuation reports (DCF, comps).
• Support due diligence and draft transaction documents.
• Mentor juniors and drive process improvements.

Skills

Valuation principles

Financial modelling

Analytical skills

Regulatory & tax knowledge

Communication skills

Project management

Education

ACCA/CA

Tools

MS Excel

PowerPoint

Financial databases

Job description

Designation: Assistant Manager - Transaction Advisory Services

Domain: Transaction Advisory Services

Qualification: ACCA/ CA

Location: Wanowarie, Pune

Experience: CA-Fresher

Key Responsibilities

• Draft and review schemes of amalgamation and corporate-restructuring documents, including share-exchange ratio computations.
• Lead and advice on assignments for various startups intending to re-domicile to India due to various reasons such as VC fundings, greater valuations, IPO's etc. (typically known as Reverse Flip) while keeping in mind their business complexities.
• Advise on Overseas Investments regulations and jurisdictional structuring for expansions to countries outside India i.e. Singapore, USA and UAE etc.
• Lead and execute valuation assignments for a variety of purposes including fundraising, mergers & acquisitions, corporate restructuring, and financial reporting.
• Evaluating the benefits and drawbacks of jurisdictions concerning the establishment of subsidiary or foreign parent company (Jurisdictional Analysis) for various countries like Singapore, USA, UAE, etc.
• Analyzing the tax regimes of each jurisdiction, including corporate tax, capital gains tax, withholding tax, digital services tax, VAT/GST exposure and any relevant tax treaties to identify Ideal tax jurisdiction and suitable entity structure for the proposed subsidiary or holding Co in foreign location.
• Analysis of various Tax Treaty involving applicable for relevant transactions for multiple countries either one of the jurisdictions as India or both outside India.
• Build fully diluted cap tables covering CCDs, SAFEs, convertible notes and ESOP pools to support fund-raises.
• Prepare detailed financial models and valuation reports using various methodologies (DCF, comparable company analysis, precedent transactions, etc.).
• Conduct thorough market and industry research to support valuation assumptions and analysis.
• Collaborate in drafting and reviewing transaction documents, compliance paperwork, and pitch presentations.
• Support due diligence exercises by analyzing financial statements, contracts, and other relevant data.
• Keep abreast of updates in regulations for FEMA, Income Tax and Company law impacting valuations and transactions.
• Liaise with internal and external stakeholders including clients, auditors, legal advisors, and regulatory bodies.
• Mentor junior team members and contribute to process improvements within the team.

Skills

• Experience of technical analysis from regulatory and tax perspective including high end advisory of mergers, corporate structuring, cross border structuring, etc.
• Strong understanding of valuation principles and financial modelling techniques.
• Excellent analytical, research, and problem-solving skills.
• Proficient in MS Excel, PowerPoint, and financial databases/tools
• Good communication skills with the ability to explain complex concepts to diverse stakeholders.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.

What You'll Gain

• In-depth exposure to valuation practices and transaction advisory across multiple sectors.
• Practical knowledge of regulatory frameworks including FEMA, Companies Act, and taxation relevant to transactions.
• Opportunity to work on high-impact projects supporting start-ups and established corporates.
• A platform to enhance your financial modelling, presentation, and client management skills