Sr Consultant ( M&A, Financial modeling,-CA/CFA)

Tecnova India; Gurugram District; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Tecnova India seeks a skilled finance professional to lead detailed financial modelling, valuation, and scenario analysis for M&A opportunities. You will prepare business plans, investor materials, and board-level presentations while analyzing historical performance and forecast assumptions to uncover risks and value drivers.

Responsibilities include coordinating with clients, lenders, and advisors, managing end-to-end acquisition processes, and tracking timelines for live deals.

Qualifications

• CA / CFA / CA Inter or equivalent qualification.
• 47 years of relevant experience in M&A Advisory, Transaction Services, Investment Banking, Corporate Finance, Private Equity, or Strategic Advisory.
• Strong hands-on experience in financial modelling and valuation.
• Proven experience in preparing business plans, management presentations, and client-facing materials.
• Prior experience in M&A transaction execution, including due diligence, valuation, term sheets, SPA/SSA, and closing workstreams.
• Strong understanding of financial statements, business performance, operational metrics, and financial analysis.
• Excellent analytical, communication, presentation, and stakeholder management skills.
• Ability to manage multiple transactions/workstreams and coordinate effectively with clients and external advisors.

Responsibilities

• Build and review detailed financial models, including valuation models, scenario analysis, and financial projections.
• Prepare business plans, management presentations, investment teasers, and board-level presentations.
• Analyse historical financial statements, business performance, operational metrics, and forecast assumptions to identify key risks, opportunities, and value drivers.
• Support the execution of inbound M&A opportunities, including target screening, investor/client coordination, process management, and transaction tracking.
• Assist in managing the end-to-end acquisition process, including NDA execution, information flow, due diligence coordination, valuation assessment, term sheet support, SPA/SSA process tracking, and closing activities.
• Coordinate with clients, investors, lenders, legal advisors, tax advisors, diligence teams, and other transaction stakeholders.
• Conduct industry, company, and market research to support transaction evaluation and strategic decision-making.
• Support preparation of transaction-related analysis, presentations, and reports for clients and senior management.
• Track transaction timelines, deliverables, and key action items to ensure smooth execution of live deals.
• Work closely with internal and external stakeholders to ensure timely completion of transaction milestones

Skills

Financial modelling

Valuation

M&A advisory

Presentation

Stakeholder management

Due diligence

Education

CA / CFA / CA Inter

Tools

Excel

Job description

Roles & Responsibilities

• Build and review detailed financial models, including valuation models, scenario analysis, and financial projections.
• Prepare business plans, management presentations, investment teasers, and board-level presentations.
• Analyse historical financial statements, business performance, operational metrics, and forecast assumptions to identify key risks, opportunities, and value drivers.
• Support the execution of inbound M&A opportunities, including target screening, investor/client coordination, process management, and transaction tracking.
• Assist in managing the end-to-end acquisition process, including NDA execution, information flow, due diligence coordination, valuation assessment, term sheet support, SPA/SSA process tracking, and closing activities.
• Coordinate with clients, investors, lenders, legal advisors, tax advisors, diligence teams, and other transaction stakeholders.
• Conduct industry, company, and market research to support transaction evaluation and strategic decision-making.
• Support preparation of transaction-related analysis, presentations, and reports for clients and senior management.
• Track transaction timelines, deliverables, and key action items to ensure smooth execution of live deals.
• Work closely with internal and external stakeholders to ensure timely completion of transaction milestones

Candidate Profile / Qualification

• CA / CFA / CA Inter / equivalent qualification from a reputed institution.
• 47 years of relevant experience in M&A Advisory, Transaction Services, Investment Banking, Corporate Finance, Private Equity, or Strategic Advisory.
• Strong hands-on experience in financial modelling and valuation.
• Proven experience in preparing business plans, management presentations, and client-facing materials.
• Prior experience in M&A transaction execution, including due diligence, valuation, term sheets, SPA/SSA, and closing workstreams.
• Strong understanding of financial statements, business performance, operational metrics, and financial analysis.
• Excellent analytical, communication, presentation, and stakeholder management skills.
• Ability to manage multiple transactions/workstreams and coordinate effectively with clients and external advisors.