Principal - Financial Due Diligence

Intellectual Capital HR Consulting Pvt. Ltd.; Indore District; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Indore seeks a Chartered Accountant with 5+ years of Financial Due Diligence experience to lead deal workstreams and mentor a 10–15 person team.

You will assess financial data, review SPAs, SHAs, and SSAs, and provide clients with actionable insights to support transactions. This role emphasizes leadership and cross-domain understanding.

Qualifications

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

Responsibilities

• Legal Document Comprehension: Understand and comprehend SPA, SHA, and SSA.
• Proficient in investment structuring with a deep understanding of how investments are structured.
• Business Acumen: Demonstrate a commercial outlook across sectors.
• Financial Due Diligence Management: Manage FDD procedures for company sales and acquisitions.
• Client Value Delivery: Ensure delivery of valuable services and high-quality deliverables.
• Team Collaboration: Share responsibilities, support, and communicate progress.
• Knowledge Sharing and Coaching: Mentor team members and contribute to development.
• Goal-Driven Approach: Address investor data and queries effectively.
• Relationship Management: Manage investee relationships for timely data and issue resolution.
• Problem-Solving Skills: Drive outcomes in complex, ambiguous situations.

Skills

Financial Due Diligence

Leadership

Team Mentoring

Interpersonal Skills

Stakeholder Management

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:

1. Legal Document Comprehension:

1. 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.