Principal - Financial Due Diligence

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

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Chartered Accountant with 5+ years of Financial Due Diligence experience to lead diligence projects. You will manage a team, mentor professionals, and coordinate with clients on complex transactions.

The role requires strong leadership, decision-making, and the ability to assess investment structures. Sector-agnostic exposure and exceptional interpersonal skills are essential for success.

Qualifications

• CA qualification and 5+ years of FDD experience required.
• Strong people leadership and mentoring abilities.
• Proven track record of managing teams in transaction diligence.

Responsibilities

• Legal document comprehension of SPA, SHA, SSA and related agreements.
• Lead and execute financial due diligence procedures for M&A deals.
• Identify issues affecting transactions and provide actionable insights.
• Maintain regular communication with investees and clients.
• Coach team members and share industry knowledge.
• Prepare reports, presentations and client discussions.

Skills

Interpersonal skills

Team mentoring

Leadership

Decision making

Financial Due Diligence

Sector agnostic

Education

CA qualification

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.