Manager (Financial Due Diligence)

Institute of Management Accountants, Inc.; Kolkata District; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

Institute of Management Accountants, Inc. is seeking an experienced Diligence Manager to lead a 6–8 person team on buy-side and sell-side engagements.

You will analyze complex financial data, prepare working papers, and present findings to U.S.-based engagement teams with a focus on accuracy and actionable recommendations. Responsibilities include coordinating with deal teams across time zones, delivering Quality of Earnings work, and driving process improvements.

Qualifications

• 6–8 years of related financial due diligence experience on buy-side and sell-side transactions.
• Experience from Big 4 or equivalent Transaction Advisory Services practice.
• Experience leading a team of 6–8 professionals.

Responsibilities

• Prepare and update document request lists and management meeting agendas.
• Analyze financial data from company reports and translate insights into Excel workbooks and reports.
• Participate in management meetings with target companies and facilitate in-depth discussions with clients.
• Support deliverables including Quality of Earnings adjustments, Net Working Capital analyses, debt-like items, and reporting POI considerations.
• Conduct meticulous reviews and reconciliations of final client reports for data accuracy.
• Coordinate daily with U.S.-based deal teams across time zones to ensure alignment.
• Demonstrate strong communication and project management skills.
• Proficient with Excel and analytics tools like Alteryx and Power Query.

Skills

Financial analysis

Data analytics

Excel

Communication

Project management

Team leadership

Problem solving

Education

CA/CPA/MBA Finance

Bachelor’s degree

Postgraduate degree

Tools

Alteryx

Power Query

Job description

• Prepare and update comprehensive document request lists and management meeting agendas, ensuring seamless communication and preparedness for all stakeholders.
• Analyze financial data from company reports and translate insights into actionable Excel workbooks and reports, delivering critical guidance for U.S.-based engagement teams on financial reviews.
• Participate in management meetings with target companies and facilitate in-depth discussions with clients, contributing to strategic decision-making.
• Support the preparation of key deliverables, including Quality of Earnings adjustments, Net Working Capital analyses, identification of Debt-like Items, and development of key Points of Interest for reporting considerations.
• Conduct meticulous reviews and reconciliations of final client reports to ensure absolute data accuracy and integrity.
• Coordinate daily with U.S.-based deal teams, managing early morning and late evening calls to ensure alignment and timely deliverables.
• Demonstrate superior written and verbal communication skills, with a strong focus on detail, accuracy, and effective project management.
• Exhibit proficiency in advanced technology tools, including Excel and data analytics platforms like Alteryx, Power query etc., to drive efficient analysis and reporting.
• Lead a team of 6-8 Diligence professionals
• Approximately 6-8 years of related financial due diligence work experience on buy-side and sell-side transactions.
• Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
• CA/CPA/MBA finance
• Committed to upholding a high standard of work, balancing technical proficiency with strong organizational and prioritization skills.
• Display strong critical thinking, problem-solving abilities, and a focus on continuous process improvement.
• Excel in interpersonal communication, building robust relationships with internal team members and external clients.
• Thrive in high-pressure environments, consistently meeting tight deadlines and taking ownership of deliverables.

Responsibilities

• Prepare and update comprehensive document request lists and management meeting agendas, ensuring seamless communication and preparedness for all stakeholders.
• Analyze financial data from company reports and translate insights into actionable Excel workbooks and reports, delivering critical guidance for U.S.-based engagement teams on financial reviews.
• Participate in management meetings with target companies and facilitate in-depth discussions with clients, contributing to strategic decision-making.
• Support the preparation of key deliverables, including Quality of Earnings adjustments, Net Working Capital analyses, identification of Debt-like Items, and development of key Points of Interest for reporting considerations.
• Conduct meticulous reviews and reconciliations of final client reports to ensure absolute data accuracy and integrity.
• Coordinate daily with U.S.-based deal teams, managing early morning and late evening calls to ensure alignment and timely deliverables.
• Demonstrate superior written and verbal communication skills, with a strong focus on detail, accuracy, and effective project management.
• Exhibit proficiency in advanced technology tools, including Excel and data analytics platforms like Alteryx, Power query etc., to drive efficient analysis and reporting.
• Lead a team of 6-8 Diligence professionals
• Approximately 6-8 years of related financial due diligence work experience on buy-side and sell-side transactions.
• Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
• CA/CPA/MBA finance
• Committed to upholding a high standard of work, balancing technical proficiency with strong organizational and prioritization skills.
• Display strong critical thinking, problem-solving abilities, and a focus on continuous process improvement.
• Excel in interpersonal communication, building robust relationships with internal team members and external clients.
• Thrive in high-pressure environments, consistently meeting tight deadlines and taking ownership of deliverables.

Education

UG: Any Graduate

PG: Any Postgraduate

Skills: transaction advisory services , Data Analytics, Excel, Process Improvement

Experience: 6.00-8.00 Years