Principal - Financial Due Diligence

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

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Chartered Accountant-led Financial Due Diligence professional to guide FDD initiatives for strategic investments. You will oversee a 10-15 member team, mentor juniors, and drive rigorous financial analysis across multiple sectors.

The role requires strong leadership, stakeholder management, and the ability to translate complex data into actionable insights for investors and clients.

Qualifications

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

Responsibilities

• Legal Document Comprehension: understand SPA, SHA, SSA and investment structuring.
• Business Acumen: demonstrate commercial outlook and sector-agnostic adaptability.
• Financial Due Diligence Management: lead and execute due diligence for company acquisitions and assess issues impacting transactions.
• Client Value Delivery: identify key business drivers and maintain regular client communication at all levels.
• Team Collaboration: share responsibilities, support teammates, and communicate progress and conclusions.
• Knowledge Sharing and Coaching: coach team members and contribute to department development.
• Goal-Driven Approach: help investors meet asset management requirements by addressing queries.
• Relationship Management: manage investee company relationships and assist in resolutions.
• Problem-Solving Skills: drive outcomes in complex/ambiguous scenarios.

Skills

CA qualification

Leadership

Team mentoring

Interpersonal skills

Sector-agnostic experience

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.