Associate - Deal Value Creation

BDO India; Gurugram District, Bengaluru; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

BDO India in Gurugram seeks a senior MIS & Financial Analysis professional to design and implement MIS frameworks aligned with investment strategies and operational needs in private equity contexts.

You will review controls, monitor KPIs, perform gap analysis, build financial models, support deal execution, lead project workstreams, and engage senior clients to align deliverables with strategic objectives.

Qualifications

• Design and implement MIS frameworks aligned with investment strategies.
• Review control and monitoring mechanisms; establish and track KPIs; perform gap analysis.
• Conduct deep-dive diagnostic reviews of financial statements and benchmarking.
• Develop financial models and provide industry insights into key ratios and KPIs.
• Assist in integrations, separations, and carve-outs; support Day 1 activities.
• Lead functional workstreams; manage project plans; identify risks and mitigations.
• Engage senior client representatives; support proposals and risk considerations.

Responsibilities

• Design and implement MIS frameworks aligned with investment strategies.
• Review controls, monitor KPIs, and perform gap analysis.
• Analyze financial data and build financial models for insights.
• Support deal execution with data analysis and decision support.
• Lead project workstreams and manage risks and timelines.
• Interact with CXO-level clients and contribute to proposals.

Skills

MIS frameworks

Financial analysis

Deal execution

Project management

Client engagement

Job description

Roles & Responsibilities:

MIS Frameworks:

• Design and implement comprehensive MIS (Management Information Systems) frameworks aligned with investment strategies and operational needs, with a strong focus on the private equity sector.
• Review control and monitoring mechanisms, establish and track critical KPIs periodically, and perform gap analysis.

Financial Analysis & Reporting:

• Conduct deep-dive diagnostic reviews of financial statements and industry benchmarking.
• Analyze financial data, develop financial models, and provide industry-specific insights into key financial ratios and KPIs (e.g., Insurance, Fintech, ITES, FMCG).

Deal Execution & Transaction Support:

• Assist clients in integrations, separations, and carve-outs, including planning and managing "Day 1 Activities" for seamless business transitions.
• Support deal execution by providing timely and accurate data analysis, financial modeling, and decision-making insights.
• Stay updated on relevant tax, accounting, legal, and sector updates that impact deal situations.

Program and Project Management:

• Lead functional workstreams, conduct interviews and workshops, and collaborate with cross-functional teams to implement services effectively.
• Develop and manage project plans, identify risks and issues, and work with the team and client to create mitigation actions.
• Oversee the Integration/Separation Office, including project tracking, updating stakeholders, and preparing status update reports.

Client Engagement:

• Facilitate extensive interactions with senior client representatives (CXO Levels), providing status updates, gathering feedbacks and aligning deliverables with client objectives.
• Assist in preparing proposals and business development activities, including first-draft engagement letters and risk management considerations.