Senior Manager – Financial Due Diligence – Transaction Advisory Munsar Services

The Corporate Institute; Pune District; On-site; INR 2,800,000 - 5,000,000; Full time

Benefits offered by this job

Partner exposure to leadership

Director-Partner track potential

Performance-based variable pay

Job summary

The Corporate Institute is seeking an experienced Senior Manager to join our financial due diligence practice in a client-facing role. You will lead end-to-end FDD engagements on buy-side and sell-side deals, supervise a team, and ensure high-quality deliverables for CFOs, PE investors, and corporate clients.

Ideal candidates hold CA qualification with 8–12 years of post-qualification experience in FDD/transaction advisory, with strong QoE, working capital normalization, and debt schedule

Qualifications

• CA mandatory; CFA-MBA (Finance) a plus.
• 8–12 years post-qualification experience in financial due diligence or transaction advisory.

Responsibilities

• Lead end-to-end buy-side and sell-side FDD engagements, including QoE, EBITDA, WC, net debt, and cash flow analysis.
• Review financial statements, accounting policies, and MIS to identify adjustments and deal-relevant findings.
• Oversee data room analysis, management interviews, and information requests; mentor junior staff.
• Draft and review due diligence reports and schedules for CFOs, PE investors, and corporate clients.
• Liaise with legal, tax and other workstreams to ensure integrated deliverables.
• Drive business development, pitch preparation, and fee negotiations; build relationships with PE funds and corporates.

Skills

FDD leadership

Client relationship management

Stakeholder management

Excel modeling

Presentation to CXOs

Education

CA

CFA/MBA (Finance)

Tools

Excel

PowerPoint

Job description

Role & responsibilities:

We are looking for an experienced Senior Manager to join our financial due diligence practice and play a dual role – technical delivery leadership and business development – within our Transaction Advisory practice. This is a client-facing, high-visibility role suited to a professional who can independently run complex FDD assignments while actively contributing to the growth of the practice.

Key Responsibilities:

Technical Delivery:

• – Lead end-to-end buy-side and sell-side financial due diligence engagements, including quality of earnings (QoE) analysis, normalized EBITDA, working capital analysis, net debt-debt-like items, and cash flow assessment.
• – Review and interpret target company financial statements, accounting policies, and MIS-management accounts to identify red flags, adjustments, and deal-relevant findings.
• – Analyze historical trends, revenue quality, customer concentration, related-party transactions, and off-balance-sheet items.
• – Oversee data room analysis, management interviews, and information requests.
• – Draft and review high-quality due diligence reports, executive summaries, and SPA-relevant schedules for CFOs, PE investors, and corporate clients.
• – Ensure technical accuracy on Ind AS-IFRS-US GAAP matters as relevant to engagements.
• – Manage engagement economics – budgets, timelines, realization, and profitability.
• – Review and mentor the work of Managers, Assistant Managers, and Associates on the engagement team.
• – Liaise with legal, tax, and other due diligence workstreams to ensure integrated deliverables.

Business Development:

• – Build and nurture relationships with PE funds, corporates, investment bankers, and other intermediaries to generate deal flow and referrals.
• – Identify and originate new FDD mandates; participate in pitch preparation, proposal drafting, and fee negotiations.
• – Represent the firm at industry forums, networking events, and client meetings to enhance market visibility.
• – Work closely with Partners to develop and execute the practice’s go-to-market and growth strategy.
• – Track deal pipelines in the M&A ecosystem and proactively identify opportunities for the firm.
• – Contribute to thought leadership – market insights, sector notes, deal trend commentary.

People & Practice Development:

• – Support recruitment, training, and capability building within the FDD team.
• – Contribute to development of methodology, templates, and quality standards for the practice.
• – Drive knowledge-sharing and technical upskilling across the team.

Preferred candidate profile:

Qualifications:

• – Chartered Accountant (CA) mandatory; CFA-MBA (Finance) a plus.
• – 8 – 12 years of relevant post-qualification experience, with a significant portion in financial due diligence-transaction advisory at a Big 4, mid-tier advisory firm, or investment bank.

Technical Skills:

• – Strong command of financial reporting standards (Ind AS; working knowledge of IFRS-US GAAP preferred).
• – Deep understanding of QoE analysis, working capital normalization, net debt schedules, and deal structuring implications.
• – Ability to interrogate financial statements and MIS with a sharp, skeptical eye.
• – Proficient in Excel-based financial modeling and analysis; PowerPoint for client reporting.

Business & Leadership Skills:

• – Demonstrated track record (or strong aptitude) for business origination and client relationship management.
• – Excellent stakeholder management – comfortable presenting to CXOs, PE partners, and investment committees.
• – Strong team leadership, mentoring, and engagement management capability.
• – Ability to manage multiple engagements simultaneously under tight deal timelines.

Other:

• – Willingness to travel for client engagements as required.
• – High ownership mindset – comfortable operating as both a technical expert and a practice builder.

What We Offer:

• – A high-growth, entrepreneurial environment within a multi-service-line professional services firm.
• – Direct exposure to Partners and leadership, with a clear path to Director-Partner track.
• – Competitive compensation with performance-linked variable pay tied to origination and delivery.