Senior Associate - TAG

Alvarez & Marsal Deutschland GmbH; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Alvarez & Marsal Deutschland GmbH in Gurugram, India, seeks a Senior Associate for Financial Due Diligence within TAG. You will support project execution, analyze financial statements, and prepare sections of reports for clients and senior management.

Ideal candidate is a Chartered Accountant with 2–3 years of relevant due diligence experience; audit candidates with 3–4 years may be considered. Strong analytical and communication skills are essential.

Qualifications

• Chartered Accountant (CA) or equivalent.
• 2–3 years relevant experience in financial due diligence (Senior Associate).
• We will also consider statutory audit candidate with 3-4 year experience on a selective basis for this role.

Responsibilities

• Deliver projects with keen attention to detail and customer satisfaction.
• Strong communication and presentation skills when interacting with investors, clients, targets and senior team members.
• Analytical mindset to identify patterns and draft questions from stakeholder discussions to identify deal issues.
• Take initiatives and gain new skillsets as per project demand.
• Ensure the timely delivery of work allocated and actions on client feedback.
• Prioritize several projects and assignments while meeting tight deadlines.
• Interpret, evaluate and prepare analysis of income statements, balance sheets, cash flow statements and business plans.
• Knowledge of GAAP (Indian GAAP and Ind AS) is preferred.
• Knowledge of data analytics tools (Alteryx, Tableau, Power BI) is a plus.
• Mentor juniors and provide on-the-job training.

Skills

Attention to detail

Communication skills

Analytical mindset

Initiative

Time management

Education

Chartered Accountant (CA) or equivalent

Tools

Alteryx

Tableau

Power BI

Job description

Description

Team Profile:

Alvarez & Marsal’s Transaction Advisory Group (TAG) works with strategic players across industries and PE community. TAG focuses on providing potential clients with an understanding of company’s

Sustainable economic earnings Historical sales and profitability trends Working capital levels Key assumptions used in management’s forecast Key personnel and accounting information systems

TAG involves commenting on quality of revenues and earnings, over/understated assets and liabilities, post-closing cost structure changes, historical trend analysis (key market drivers, sales strategies, customer relationships and customer churn) and qualitative observations like company’s internal control structure, management and accounting team, and accounting information system. As part of FDD, extensive interactions are conducted with C-suite executives and other senior personnel of the corporations.

Job Roles & Responsibilities:

Project Execution and Management

• Meticulous attention to detail, a sense of curiosity, and the ability to learn quickly, and a dedication to customer satisfaction
• Strong communication and presentation skills as the role would involve conversations with various stakeholders – investors / clients; targets and senior team members
• Analytical bent of mind with an ability to identify patterns, draft questions and draw conclusions from discussions with stakeholders to identify and articulate potential deal issues.
• Take initiatives and gain skillsets as per project demand
• Ensure the timely delivery of work allocated
• Ensure actions on feedback by clients / internal stakeholders

Due Diligence

• Develop a quick understanding of clients’ businesses and its derivers
• Prepare zero-defect, review-ready excel worksheets (Work Products)
• Ability to write sections of the report, which would form part of the final deliverables.
• Interpret, evaluate and prepare analysis of income statement, balance sheets, cash flow statements and business plans
• Summarize, quickly and effectively, information from multiple sources into concise analytical assessments and recommendations
• Compile full data book with supervision
• Well acquaint with GAAP (Indian GAAP and Ind AS)
• Prioritize several projects and assignments while meeting tight deadlines
• Discern patterns of complex diligence matters and provide accurate understanding
• Identify and effectively communicate potential deal issues to seniors
• Knowledge of data analytics software like Alteryx, Tableau, Power BI is a plus.

Team Work

• Proactively ensure that skills and capabilities of the team are growing
• Develop constructive working relationships with the team and assist team during time crunch
• Promote team culture and build trust
• Seeks guidance and feedback for growth and demonstrates the commitment to develop
• Mentor juniors and provide them with on-the-job training

Qualifications:

• Chartered Accountant (CA) or equivalent)

Experience:

Required

• 2–3 years relevant experience in financial due diligence (Senior Associate).
• We will also consider statutory audit candidate with 3-4 year experience on a selective basis for this role.