Principal - Financial Due Diligence

Intellectual Capital HR Consulting Pvt. Ltd.; Pune District; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. invites an experienced Chartered Accountant to lead Financial Due Diligence engagements in a dynamic deal environment.

You will drive FDD execution for buy/sell transactions, mentor a 10-15 member team, and interface with clients to deliver critical insights across multiple sectors. The role requires strong leadership, sharp problem-solving, and the ability to review complex legal documents (SPA, SHA, SSA) while maintaining high-quality deliverables

Qualifications

• CA qualification with a minimum of 5 years in Financial Due Diligence (FDD).
• Strong leadership and mentoring experience.
• Proven track record managing a 10-15 person FDD team.
• Sector-agnostic exposure across industries.

Responsibilities

• Understand and interpret legal documents such as SPA, SHA, and SSA.
• Apply investment structuring knowledge to due diligence.
• Oversee and execute FDD procedures for company transactions.
• Identify issues that may impact deals and provide actionable insights.
• Deliver client value with high-quality deliverables and regular updates.
• Collaborate with team members and contribute to reports and client discussions.
• Coach teammates and share technical/industry knowledge.
• Focus on helping investors meet asset management requirements and resolve queries.

Skills

Interpersonal skills

Leadership

Mentoring

Team management

Financial Due Diligence

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.