Financial Due Diligence Principal – Transaction Advisory – CA

Women Entrepreneur Network; Bengaluru; On-site; INR 2,000,000 - 2,500,000; Full time

Job summary

A consulting firm is seeking a CA qualified professional in Bengaluru to lead financial due diligence efforts. Responsibilities include conducting analyses, managing a team, and driving business development. The ideal candidate has over 10 years of experience and a proven ability to maintain client relationships and deliver quality results.

Qualifications

• Extensive experience in financial due diligence, transaction advisory, or related roles, with a focus on domestic transactions.
• Proven track record of managing a team of 10-15 people.
• Strong knowledge of accounting principles and financial modelling.

Responsibilities

• Lead the financial due diligence process for domestic transactions.
• Identify and pursue new business opportunities in financial due diligence.
• Manage and mentor a team of financial due diligence professionals.
• Prepare clear reports summarizing the findings of the financial due diligence process.

Skills

Financial analysis

Business development

Team leadership

Client relationship management

Education

CA qualified

Job description

This is for a client of WEN – Women Entrepreneur Network.

Location: Bangalore

Key Responsibilities:

Financial Due Diligence and Analysis:

• Lead the financial due diligence process for domestic transactions, adhering to established methodologies and best practices.
• Analyze financial statements, accounting records, and other relevant documents to assess the target company’s financial performance, position, and key drivers.
• Identify potential financial risks, such as revenue recognition issues, contingent liabilities, and abnormal expenses, and evaluate their impact on the transaction.
• Review working capital, cash flow, and capital expenditure trends to identify areas of improvement or concern.
• Collaborate with the tax and legal teams to evaluate the financial implications of any tax or legal contingencies.
• Conduct comprehensive financial analysis, including ratio analysis, trend analysis, and benchmarking, to evaluate the target company’s financial performance against industry standards.
• Develop financial models and projections to assess the potential impact of the transaction on the combined entity’s financial performance.

Business Development:

• Identify and pursue new business opportunities in the field of financial due diligence for domestic transactions.
• Build and maintain relationships with key clients, industry contacts, and potential business partners to generate leads and referrals.
• Participate in networking events, conferences, and industry forums to enhance the firm’s visibility and identify potential clients.
• Collaborate with the firm’s marketing and business development teams to develop and implement strategies to promote services, generate leads, and win new projects.
• Prepare and deliver compelling presentations and proposals to prospective clients, showcasing the firm’s expertise and value proposition.
• Stay updated on market trends, industry developments, and competitor activities to identify new opportunities and maintain a competitive edge.

Team Leadership and Development:

• Manage and mentor a team of financial due diligence professionals, providing guidance, training, and feedback.
• Oversee the work of the team members, ensuring high-quality deliverables, adherence to timelines, and effective collaboration.
• Foster a positive and inclusive work environment, promoting teamwork, knowledge sharing, and professional development.
• Conduct performance evaluations, set goals, and provide career development support to team members.

Reports and Recommendations:

• Prepare clear, concise, and insightful reports summarizing the findings of the financial due diligence process.
• Communicate complex financial concepts and findings to clients and other stakeholders in a clear and understandable manner.
• Provide strategic recommendations to clients based on the identified risks, opportunities, and financial impact of the transaction.
• Collaborate with the client’s senior management and other advisors to develop post-transaction integration plans.

Thought Leadership and Continuous Improvement:

• Stay abreast of the latest industry trends, regulatory changes, and best practices related to financial due diligence.
• Contribute to the development of methodologies, tools, and thought leadership materials to enhance the firm’s financial due diligence capabilities.
• Share knowledge and insights with colleagues, actively participating in internal training sessions and knowledge-sharing initiatives.

Requirements:

• Should be CA qualified.
• Extensive experience (typically 10+ years) in financial due diligence, transaction advisory, or related roles, with a focus on domestic transactions.
• Maintain client relationships and deliver reports on time.
• Should be able to manage his own P&L sheet for his team.
• Proven track record of managing a team of 10-15 people.
• Strong knowledge of accounting principles, financial analysis techniques, and financial modelling.
• Proficiency in reviewing and interpreting financial statements, including income statements, balance sheets, and cash flow statements.
• Strong business development skills, with a proven track record of identifying and securing new clients and projects.
• Handle all critical issues arising from clients (investors) and assist them in resolving the issues.