Principal - Financial Due Diligence

Intellectual Capital HR Consulting Pvt. Ltd.; Hyderabad; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks an experienced Chartered Accountant with 5+ years in Financial Due Diligence (FDD) to lead and mentor a 10-15 member team. The role requires strong leadership, deal-focused mindset, and the ability to manage cross-sector engagements.

The candidate will understand legal documents (SPA, SHA, SSA), structure investments, and drive due diligence for M&A transactions while delivering value to clients.

Qualifications

• Minimum 5 years of relevant experience in Financial Due Diligence (FDD).
• Exceptional interpersonal skills and demonstrated experience in team mentoring.
• Strong leadership and decision-making abilities.
• Proven track record of effectively managing a team of 10-15 professionals in Financial Due Diligence.
• Sector Agnostic experience.

Responsibilities

• Legal Document Comprehension: understand SPA, SHA, SSA and investment structuring.
• Business Acumen: comprehend general business and economic environment; adapt across sectors.
• Financial Due Diligence Management: plan and execute FDD for M&A deals; identify issues and implications.
• Client Value Delivery: understand key business drivers; ensure high-quality deliverables and regular client communication.
• Team Collaboration: share responsibilities, monitor progress, and support the team.
• Knowledge Sharing and Coaching: mentor team members and share industry know-how.
• Goal-Driven Approach: assist investors in meeting asset management requirements and resolve queries.
• Relationship Management: manage investee relationships and assist in issue resolution.

Skills

Interpersonal skills

Leadership

Decision-making

Mentoring

Education

Chartered Accountant (CA)

Job description

• Chartered Accountant (CA) qualification.
• Minimum 5 years of relevant experience in Financial Due Diligence (FDD).
• Exceptional interpersonal skills and demonstrated experience in team mentoring.
• Strong leadership and decision-making abilities.
• Proven track record of effectively managing a team of 10-15 professionals in Financial Due Diligence.
• Sector Agnostic experience.

Responsibilities

Legal Document Comprehension:

• Ability to understand and comprehend legal documents such as SPA (Sale and Purchase Agreement), SHA (Shareholder Agreement), and SSA (Share Subscription Agreement).
• Proficient in investment structuring, with a deep understanding of how investments are structured.

Business Acumen:

• Possess a solid understanding of the general business and economic environment, demonstrating a commercial outlook.
• Sector Agnostic approach, adaptable to various industry domains.

Financial Due Diligence Management:

• Manage and execute financial due diligence procedures related to the sale and purchase of companies and businesses.
• Identify and assess issues that may impact transactions and provide insights into their implications.

Client Value Delivery:

• Identify and understand key business drivers, ensuring the delivery of valuable services and high-quality deliverables to clients.
• Maintain regular communication with the target and client at all levels.

Team Collaboration:

• Work closely with team members, sharing project responsibilities, providing support, and communicating progress, issues, and conclusions.
• Participate in the preparation of deliverables, including reports, presentations, and client discussions.

Knowledge Sharing and Coaching:

• Provide coaching to team members, sharing technical and industry knowledge.
• Draw upon previous experience to contribute to the development of the team and the department.

Goal-Driven Approach:

• Focus on helping investors meet their asset management requirements by effectively addressing queries and concerns.

Relationship Management:

• Manage relationships with investee companies to obtain timely responses on data and queries.
• Handle critical issues arising from clients (investors) and assist in their resolution.

Problem-Solving Skills:

• Demonstrate high problem-solving skills, able to drive through to outcomes in circumstances of complexity and ambiguity.