Transaction Advisory Services Consultant

Peoplefy; Mumbai; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

Peoplefy is looking for an experienced Advisory Senior in Mumbai to join the Transaction Advisory Services (TAS) team. The successful candidate will conduct financial due diligence and prepare Quality of Earnings (QoE) analyses for various transactions.

The ideal candidate must have a CA or CFA qualification and a minimum of 3 years’ experience in Transaction Advisory Services. Proficiency in Microsoft Excel and PowerPoint is essential for this role.

Qualifications

• Minimum 3 years of post-qualification experience in Transaction Advisory Services.
• Strong understanding of financial statement analysis and accounting principles.
• Knowledge of US GAAP preferred.

Responsibilities

• Conduct financial due diligence and prepare Quality of Earnings (QoE) reports for transactions.
• Analyze financial and operational performance to identify trends, risks, and opportunities.
• Support clients in evaluating acquisition opportunities and financing arrangements.

Skills

Financial Due Diligence

Quality of Earnings (QoE) Reporting

Financial Statement Analysis

Analytical Skills

Communication Skills

Education

CA / CFA

Bachelor's or Master's degree in Accounting, Finance, or Business

Tools

Microsoft Excel

PowerPoint

Job description

Advisory Senior – Transaction Advisory Services

Experience: 3-5 Years

Qualification: CA / CFA (MUST Have)

About the Rol

eWe are seeking an experienced Advisory Senior to join our Transaction Advisory Services (TAS) team. The successful candidate will be responsible for conducting financial due diligence and Quality of Earnings (QoE) analyses for buy-side and sell-side transactions involving Private Equity firms, Venture Capital investors, family-owned businesses, and corporate clients

Key Responsibiliti

• esConduct financial due diligence and prepare Quality of Earnings (QoE) reports for acquisition and divestiture transaction
• s.Analyze financial and operational performance to identify key trends, risks, and opportunitie
• s.Perform detailed financial statement analysis, including EBITDA adjustments, working capital assessments, and cash flow review
• s.Support clients in evaluating acquisition opportunities and financing arrangement
• s.Identify transaction-related issues and provide recommendations for post-acquisition improvement
• s.Collaborate with clients, investment bankers, private equity investors, legal advisors, and US-based engagement team
• s.Participate in client discussions and information-gathering meetings to support transaction analysi

Required Qualificati

• onsBachelor's or Master's degree in Accounting, Finance, or Busine
• ss.Chartered Accountant (CA) or CFA qualification is MU
• ST.Minimum 3 years of post-qualification experience in Transaction Advisory Services, Financial Due Diligence, or Deal Adviso
• ry.Strong understanding of financial statement analysis and accounting principl
• es.Knowledge of US GAAP preferr
• ed.Advanced proficiency in Microsoft Excel and PowerPoi

Preferred Sk

• illsExperience with buy-side and sell-side due diligence engageme
• nts.Exposure to Quality of Earnings (QoE) report
• ing.Strong analytical and problem-solving ski
• lls.Excellent written and verbal communication ski
• lls.Ability to manage multiple engagements and work within tight deadli
• nes.Experience working with US-based stakeholders and cross-functional te

Ideal Candidate Pr

• ofileBackground in Transaction Advisory Services, Financial Due Diligence, or M&A Advi
• sory.Experience with Private Equity, Venture Capital, or corporate transaction cli