Associate - M&A

ASA Corporate Catalyst; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Baker Tilly is seeking an Associate in Transaction Advisory Services to support financial due diligence engagements. You will analyze financial statements, research industries, and assist in preparing due diligence reports, working capital and tax reviews, and client coordination.

The role involves drafting proposals, engagement letters, and ensuring compliance with risk management and ASA Baker Tilly standards.

Qualifications

• CA (preferably first/second attempt).
• 0-3 years of post-qualification experience.

Responsibilities

• Understand the client objective and industry context.
• Analyze client financial statements with accuracy.
• Prepare data-book, query lists, and revenue/expense analysis.
• Perform working capital and tax reviews as part of FDD.
• Assist in drafting business proposals and engagement letters.
• Ensure compliance with ASA Baker Tilly risk management standards.

Skills

Excellent communication

Self-driven

Team management

Education

CA

Job description

Job description
Job TitleAssociate

DepartmentTransaction Advisory Services Reports To AM / DM Employement TypeFull-time/Part-time/Contract

Position Overview

The Associate will play a key role in supporting Baker Tilly mission to deliver exceptional client service and strategic insights. This position involves supporting Financial Due Diligence (FDD) engagements, including financial statement analysis, industry and business research, preparation of due diligence reports, working capital and tax reviews, client coordination, proposal support, and compliance with risk management and documentation standards..

Key Responsibilities

• Understanding the client objective
• Understanding the industry and business environment in which the client operates
• Analysis of the financial statements of the client
• Preparation of data-book, query list, revenue and expense analysis, working capital analysis, tax review, preparation of FDD report.
• Working on individual areas as assigned by the manager
• Giving timely feedback to the manager about work progress and issues identified requiring resolution from the clients
• Assisting in drafting business proposals and engagement letters
• Compliance with other risk management procedures for the work done including documentation as per the ASA Baker Tilly standards
• Assisting in preparing Company Profiles and Credentials
• Assist in other work for the service line
• Research and making presentation on technical matters

Desired Skills

• Excellent communication skills
• Self-driven and highly motivated
• Team management and motivating skills

Qualification

• CA (preferably first / Second attempt)
• 0-3 years of post-qualification experience