Associate - FDD

Zoho; Gurugram District; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

Zoho is seeking a due diligence professional to participate in buy-side and sell-side engagements, analyzing financial statements and building data books to support FDD/VDD deliverables.

You will identify key issues, develop sector expertise, and leverage AI tools (Alteryx, PowerQuery, PowerBI) to derive operational insights and improve profitability assessments for US-based clients.

Qualifications

• Strong knowledge of accounting and financial skills (US GAAP and IFRS).
• Strong Microsoft Excel and PowerPoint skills.
• Excellent written and verbal communication and interpersonal skills.
• Highly motivated with exceptional work ethic and ability to work with teams and clients.
• Strong analytical abilities; knowledge of data analytics tools is a plus.
• Curiosity about AI tools to enhance financial analysis and deliverables.
• Ability to present findings clearly to US-based clients; some overlap with client hours.
• Personal drive to deliver accurate, high-quality work under tight deadlines.
• Intellectual curiosity with the ability to ask the right questions beyond the numbers.

Responsibilities

• Participate in buy-side and sell-side transaction advisory engagements.
• Conduct in-depth analysis of financial information including trials balances, income statements, and cash flows.
• Prepare data books per firm standards and project requirements.
• Identify key issues and carry out relevant financial analysis.
• Highlight unusual trends and observations and frame questions for management.
• Own defined work streams and report to Senior Associate or VP.
• Contribute to QofE analysis including EBITDA normalization and one-time items.
• Write sections of FDD / VDD reports.
• Develop operational insights using data analytics to identify profitability drivers and risks.
• Develop sector expertise aligned to engagement portfolio (industrial, SaaS, healthcare, etc.).
• Learn and deploy new-age technologies to enhance insights; tech stack includes AI platforms, Alteryx, PowerQuery, PowerBI.
• Provide ad-hoc pre-acquisition and post-acquisition due diligence support.
• Establish strong relationships with internal/external clients.

Skills

Analytical abilities

Communication skills

Interpersonal skills

Curiosity about AI tools

Client-facing presentation

Education

CA / CPA / CFA / MBA or PGDM in Finance or Accounting

Tools

Alteryx

PowerQuery

PowerBI

AI platforms

Job description

1. Participate in buy-sideand sell-side transaction advisory engagements

2. Conduct in-depthanalysis of financial information, including trial balances,income statements, balance sheets, and cash flows

3. Prepare data books inaccordance with firm and professional standards and in accordancewith the requirements of the project

4. Identify key issues andcarry out relevant financial analysis

5. Highlight unusualtrends and observations, and frame questions formanagement

6. Take ownership ofdefined work streams or sections of larger engagements, reportingto a Senior Associate or VP

7. Contribute to Qualityof Earnings (QofE) analysis, including EBITDA normalization,identification of one-time and non-recurring items, andsupporting commentary

8. Write sections of anFDD / VDD report

9. Develop operationalinsights using data and analytics to identify drivers ofprofitability and evaluate key risks and opportunities

10. Begin developing sectorexpertise (e.g., industrial, SaaS, healthcare, etc.) aligned tothe engagement portfolio

11. Learn and deploynew-age technologies to enhance insights and efficiency onengagements (our tech stack includes AI platforms, Alteryx,PowerQuery, PowerBI, etc.)

12. Other ad-hocpre-acquisition and post-acquisition due diligence supporttasks

13. Establish strongprofessional relationships with internal / externalclients

Requirements

Qualifications: CA /CPA / CFA / Master’s / MBA or PGDM in Finance orAccounting

Experience: Thecandidate must have 2 to 4 years of relevant experience in asimilar role in a professional services firm. FDD experience ispreferred.

1. Strong knowledge ofaccounting and financial skills (US GAAP and IFRS)

2. Strong Microsoft Exceland PowerPoint skills

3. Excellent written /verbal communication skills and interpersonal skills

4. Highly motivated withan exceptional work ethic, and a demonstrated ability and desireto work cooperatively with team members and clientprofessionals

5. Strong analyticalabilities; knowledge of data analytics tools is an addedadvantage

6. Curiosity about andwillingness to adopt AI tools to enhance the quality andefficiency of financial analysis and client deliverables

7. Ability to presentfindings clearly to US-based clients in written and verbal form;comfortable with some overlap with Client’s business hours asneeded

8. Personal drive todeliver accurate, high-quality work under tight dealtimelines

9. Intellectual curiositywith the ability to ask the right questions and go beyond thenumbers