Associate Director | Transaction Services | Financial Services

Interpath Advisory; Gurugram District; On-site; INR 4,000,000 - 7,000,000; Full time

Benefits offered by this job

Competitive salary package

International exposure

Direct exposure to senior leadership

Job summary

Interpath Advisory in Gurugram is seeking an Associate Director – Transaction Services, Financial Services, to join its Transaction Services practice. This senior Financial Services specialist role focuses on financial due diligence across buy-side and sell-side transactions, working with Interpath's global deal teams.

You will provide specialist financial services expertise across banking, insurance, asset and wealth management, and payments/FinTech, while helping build the FS capability and

Qualifications

• Qualified accountant with post-qualification experience in Financial Services diligence.
• Strong financial analysis and modelling skills in FS contexts.
• Ability to manage and develop professionals and engage with clients.

Responsibilities

• Act as the senior Financial Services specialist on transaction engagements.
• Own the analysis of earnings, balance sheet, capital and funding position.
• Apply FS sector knowledge across relevant business models and regulatory inputs.
• Lead input from actuarial, regulatory and capital specialists into a coherent view.
• Interpret findings for pricing, deal structure, capital, solvency and SPAs.
• Identify regulatory approvals and change-of-control requirements affecting timelines.
• Review team output for accuracy and quality.
• Line manage Managers and below; set objectives and development plans.
• Build FS capability through training and coaching of colleagues.
• Contribute to business development including scoping and proposals.
• Manage engagement risks including independence and conflicts.

Skills

Financial due diligence

Excel proficiency

Team leadership

Client communication

Education

CA (ICAI), CA (SA), ACA, ACCA or equivalent

Tools

Excel

Job description

About Interpath

Interpath Advisory is an international and fast-growing advisory business with expertise across deals, advisory and restructuring.

We offer the full spectrum of restructuring services from business performance improvement and value creation through to stress, distress and insolvency offerings. Our advisory practice consists of corporate finance, transaction services, valuations, debt advisory, tax, pensions, forensic accounting and e-discovery services.

Our teams combine specialist technical knowledge with deep sector experience to help businesses, investors and stakeholders navigate complex financial challenges and make critical decisions.

About the Role

We are looking for an Associate Director – Transaction Services, Financial Services to join our Transaction Services practice in Gurugram.

This is a senior Financial Services specialist role focused on financial due diligence across buy-side and sell-side transactions, working alongside Interpath's global deal teams.

You will provide specialist financial services expertise across areas including:

• Banking and specialty lending
• Insurance
• Asset and wealth management
• Payments and FinTech

This is a senior role within the engagement team rather than an engagement leadership role. You will also play an important part in building the team's Financial Services capability and managing and developing people.

What You Will Do

• Act as the senior Financial Services specialist on transaction engagements, working under the direction of the engagement leader.
• Own the analysis of a target's earnings, balance sheet, capital and funding position.
• Apply Financial Services sector knowledge across relevant business models.
• Work with actuarial, regulatory and capital specialists and bring their input together into a coherent financial view.
• Interpret findings and assess implications for pricing, deal structure, capital, solvency and the sale and purchase agreement.
• Identify regulatory approval and change-of-control requirements and consider their impact on transaction timelines.
• Review the team's work and take responsibility for its accuracy and quality.
• Line manage Managers and below, including objectives, feedback, appraisals, development and performance management.
• Build Financial Services capability through technical training, coaching and development of colleagues.
• Contribute to business development activities including scoping, fee estimation, credentials and proposals.
• Manage engagement risks including independence, conflicts and documentation requirements.

What We Are Looking For

• A qualified accountant – CA (ICAI), CA (SA), ACA, ACCA or equivalent.
• Around 10–15 years post-qualification experience, including at least 7 years in financial due diligence, with the majority of this experience focused on Financial Services targets.
• Working depth in at least two Financial Services areas, such as banking and specialty lending, insurance, asset and wealth management, or payments and FinTech.
• Strong understanding of IFRS 9 and IFRS 17 and practical understanding of how prudential regulation can impact transactions.
• Understanding of regulatory approval requirements and the factors regulators consider in Financial Services transactions.
• Experience owning complex workstreams on Financial Services diligence engagements and reviewing the work of others.
• Substantive people-management experience, including managing qualified professionals, appraisals, development and performance matters.
• Experience designing or delivering technical training in Financial Services.
• Strong written English and credibility with client management and deal partners.
• Advanced Excel skills and comfort working with large transactional datasets.

What Would Also Help

• Experience leading Financial Services diligence engagements end-to-end.
• Financial Services audit or assurance experience before moving into deals.
• Experience in non-performing loan portfolio diligence or run-off and legacy book transactions.
• Experience with UK-regulated entities and the FCA/PRA change-of-control process.
• Exposure to Indian or South African regulated entities alongside UK and European work.

What We Offer

• Opportunity to grow within a fast-paced global organisation.
• Opportunity to build deep Financial Services expertise.
• Direct exposure to senior leadership and executive management.
• International exposure and the opportunity to work with multicultural teams across multiple regions.
• Competitive salary package aligned with experience and market standards.

How We Will Assess You

Our selection process includes a screening call, technical interview, case study, conversation with the Transaction Services lead, and a final conversation focused on people management and development.

If you have strong Financial Services transaction services and financial due diligence experience and are looking for an opportunity to contribute to a growing global advisory business, we would be interested in hearing from you.

Our Values:

Embrace different: - From cultures to mindsets, we welcome them all. Our global presence means we’re inclusive by nature and we believe that people are equal, but not the same.

Do the right thing: - Our comfort zone is uncomfortable; we always make the right decision not what is simply easy or popular. Always consider how to implement these decisions, people will always remember how you made them feel.

All hands on deck: - We stand shoulder to shoulder with colleagues and clients, be that physically or from afar. Our individual expertise may find them answers, but it is through teamwork that it is implemented.

Passion drives success: - The impossible is always possible, we push the boundaries of what is expected because we’re never satisfied with the status quo. Our clients expect a positive result when they engage with us, and it’s only by delivering this that we win.

Benefits

• Opportunity to grow within a fast-paced global organisation and build deep expertise in M&A integration
• Direct exposure to senior leadership and executive management
• Competitive salary package, aligned with experience and market standards
• International exposure, working with multicultural teams across multiple regions