Senior Associate, Transaction Advisory Services // Financial Due Diligence

Portage Point Partners; Gurugram District; On-site; INR 1,500,000 - 2,500,000; Full time

Benefits offered by this job

Competitive compensation

Career advancement opportunities

Opportunity to work on high-impact transactions

Job summary

A consulting advisory firm in India is seeking a Senior Associate, Financial Due Diligence to join its Transaction Advisory Services team. This role involves supporting due diligence engagements for US and global clients, requiring strong analytical abilities and experience in financial analysis. Candidates should have 4-6 years of experience in Financial Due Diligence or Transaction Advisory. The position offers an opportunity to collaborate with US teams and gain high visibility with senior leaders.

Qualifications

• 4-6 years of experience in Financial Due Diligence/Transaction Advisory.
• Proficiency in financial modeling and Excel analytics.
• Ability to work under tight timelines with ownership.

Responsibilities

• Support execution of FDD engagements including Quality of Earnings.
• Review financial statements to identify trends, risks, and value drivers.
• Prepare client-ready deliverables and assist in synergy assessments.

Skills

Financial Due Diligence

Analytical skills

Financial modeling

Communication skills

Experience with private equity

Education

CA, CPA, CFA, MBA (Finance)

Job description

Portage Point Partners is a Chicago headquartered, middle market focused advisory, interim management and investment banking firm with a national footprint across ten US offices. It delivers deeply integrated, cross functional solutions across Transaction Advisory, Valuations, Investment Banking, Turnaround & Restructuring, Performance Improvement, Transaction Execution Services and Office of the CFO services. Backed by 160+ experts with blue-chip consulting, finance, operations and investing backgrounds, the firm brings a uniquely holistic perspective to complex financial and operational situations.

The firm is known for its high impact, high pace execution model and has grown rapidly since inception in 2016.

Senior Associate, Financial Due Diligence (FDD)

Portage Point Partners is seeking a Senior Associate, Financial Due Diligence (FDD) to join its Transaction Advisory Services (TAS) India team. This Senior Associate will support buy-side and sell-side due diligence engagements for US and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced US deal environment.

Responsibilities

• Support execution of FDD engagements including Quality of Earnings (QoE), revenue / EBITDA analysis, working capital reviews and cash flow analysis.
• Review financial statements, management reports and transaction materials to identify key trends, risks and value drivers.
• Prepare client ready deliverables including data books, analytical schedules, QoE bridges and executive level summaries.
• Assist in synergy assessments, carveout analyses and integration support.
• Collaborate with US engagement teams and participate in client discussions when required.
• Work on multiple engagements simultaneously while maintaining high quality and responsiveness.
• Provide guidance and mentorship to analysts and junior team members.
• Contribute to developing best practices, knowledge sharing and India team processes.
• Support business development efforts including research, pitch materials and thought leadership.

Required Qualifications

• Four to six years of experience in Financial Due Diligence / Transaction Advisory / Deals.
• Willingness to relocate to or be primarily present in Gurgaon. Experience working with private equity clients or on US / global transactions is preferred.
• Strong analytical skills with the ability to translate financial data into insights.
• Proficiency in financial modelling, Excel analytics and management data analysis.
• Excellent written and verbal communication skills; ability to create client ready outputs.
• Ability to work under tight timelines with a strong sense of ownership.
• Proven experience in high-pressure, client-facing environments.

Preferred Attributes

• Exposure across sectors such as SaaS, healthcare, consumer, industrials or financial services.
• Ability to identify relevant issues and articulate clear observations and recommendations.
• A collaborative mindset and willingness to contribute to team development and firm building initiatives.
• Entrepreneurial attitude, comfort with ambiguity and enthusiasm to contribute to a fast-growing environment.

Education

• CA, CPA, CFA, MBA (Finance) or equivalent professional qualification.

Why Join Portage Point Partners?

• Opportunity to work directly with US deal teams on high-impact transactions.
• Be part of building a rapidly scaling India hub for a high-growth consulting firm.
• High visibility with senior leadership and accelerated learning curve.
• Competitive compensation and career advancement opportunities.