Partner financial due diligece

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 2,000,000 - 3,000,000; Full time

Job summary

A financial consulting firm based in Mumbai is seeking a Principal for their M&A Advisory practice. The role encompasses leading financial due diligence engagements, managing teams, and delivering insights to clients and investors. Candidates should possess over 10 years of experience, with at least 5 years focused on financial due diligence, showcasing strong leadership and analytical skills. This high-impact position offers opportunities for collaboration with senior stakeholders in strategic transactions.

Qualifications

• 10+ years of overall experience, with a minimum of 5+ years in Financial Due Diligence.
• Experience managing and leading teams of 10–15 members.
• Proven ability to handle multiple transactions simultaneously.

Responsibilities

• Lead and manage financial due diligence assignments in transactions.
• Analyze financial statements and identify key risks.
• Act as a key point of contact for clients, investors, and target companies.

Skills

Strong interpersonal skills

Leadership

Stakeholder management

Analytical ability

Financial analysis expertise

Job description

Job Description – Principal (M&A Advisory – Financial Due Diligence)

Experience: 10+ Years

Role Overview

We are looking to hire a Principal to lead Financial Due Diligence (FDD) engagements within the M&A Advisory practice. The role involves managing end-to-end due diligence assignments, leading client interactions, and mentoring teams, while delivering high-quality insights to investors and stakeholders.

This is a leadership role requiring strong commercial acumen, technical expertise in due diligence, and the ability to manage multiple stakeholders in a fast-paced transaction environment.

Candidate Profile

• 10+ years of overall experience with minimum 5+ years in Financial Due Diligence (FDD)
• Strong experience in managing and leading teams (10–15 members)
• Proven ability to handle multiple transactions simultaneously
• Sector-agnostic experience across industries
• Strong interpersonal, leadership, and stakeholder management skills
• High ownership mindset with strong decision‑making capability

Key Responsibilities

1. Financial Due Diligence Execution

• Lead and manage financial due diligence assignments in buy-side and sell-side transactions
• Analyze financial statements, identify key risks, and highlight deal‑impacting issues
• Provide actionable insights and recommendations to clients and investors
• Demonstrate strong understanding of investment structures and transaction frameworks
• Review and interpret legal agreements such as:
• SPA (Share Purchase Agreement)
• SHA (Shareholders’ Agreement)
• SSA (Share Subscription Agreement)

3. Business & Commercial Acumen

• Develop a strong understanding of the business model, industry dynamics, and economic environment
• Identify key business drivers, revenue streams, and cost structures
• Take a sector-agnostic approach across diverse industries

4. Client Management & Delivery

• Act as a key point of contact for clients, investors, and target companies
• Ensure timely delivery of high-quality reports, presentations, and insights
• Maintain regular communication with stakeholders at all levels
• Lead, mentor, and manage a team of professionals across multiple engagements
• Allocate responsibilities, review outputs, and ensure quality control
• Foster a collaborative and high-performance team environment

6. Knowledge Sharing & Capability Building

• Coach and guide team members on technical and transaction-related aspects
• Contribute to the development of internal knowledge and best practices
• Support team capability building through structured mentoring

7. Investor Support & Problem Solving

• Support investors in evaluating opportunities and addressing key diligence queries
• Manage complex situations with a structured, solution‑oriented approach
• Identify risks proactively and drive resolution in ambiguous scenarios

8. Relationship Management

• Manage relationships with investee companies to ensure timely data flow
• Handle critical client issues and support resolution effectively
• Build long‑term relationships with stakeholders across transactions
• Strong financial analysis and due diligence expertise
• Understanding of transaction lifecycle and deal dynamics
• Excellent communication and presentation skills
• High attention to detail with strong analytical ability
• Ability to work under tight timelines and manage multiple priorities

This role offers an opportunity to operate in a high-impact, client‑facing leadership position, working closely with investors, promoters, and senior stakeholders on strategic transactions, while contributing to the growth of the M&A advisory practice.