Associate Director Transaction Services

KPMG R.G. Manabat & Co.; Makati; On-site; PHP 4,725,000 - 5,907,000; Full time

Job summary

A leading financial advisory firm in Makati is seeking an experienced professional to lead financial due diligence (FDD) engagements. The role requires a CA/MBA finance and 10-15 years of relevant experience in buy-side and sell-side transactions. Key responsibilities include leading engagement teams, preparing transaction documents, and conducting complex analyses using tools like Alteryx and Power BI. This position offers opportunities for career advancement in a collaborative environment.

Qualifications

• 10-15 years of related financial due diligence work experience on buy-side and sell-side transactions.
• Proven track record of leading complex FDD engagements across sectors and geographies.
• Team management experience.

Responsibilities

• Lead engagement team with active participation as a Deal team member.
• Prepare and review transaction Databook/Workbook.
• Manage gathered data effectively.
• Draft sections of the FDD Report and perform analysis.
• Participate in management calls and meetings.

Skills

Leadership

Financial analysis

Data management

Proficiency in Alteryx and Power BI

Team management

Education

CA/MBA finance

Job description

Job Responsibilities

• Lead engagement team with active and consistent participation as a Deal team member with high proficiency including usage and training of junior team members

• Prepare and review transaction Databook/Workbook in accordance with the firm’s professional standards and as per the requirements of the projects, with almost no rework and review comments

• Prepare, update, and review initial/supplemental document request list and manage gathered data effectively

• Ability to prepare industry-specific and other ad hoc analyses

• Preparation of the proposal and scope of work as required by the engagement team(s).

• Prepare Management discussion decks

• Participate and lead specific sections in management calls and take notes in management meetings

• Ability to independently draft sections of the FDD Report such as the Background, Points of Interest(basic), Quality of Earnings (proficiency in basic and moderate complexity adjustments, beginning to quantify complex adjustments), Summary Financials and Exhibit

• Ability to do set up of Debt/Debt like and Net Working Capital analysis with high proficiency and calculate basic to complex adjustments

• Proficiency in technology tools such as Alteryx, Power BI, etc.

Job Requirements

• Qualification - CA/MBA finance

• 10-15 years of related financial due diligence work experience on buy-side and sell-side transactions

• Proven track record of leading complex FDD engagements across sectors and geographies

• Team management/People experience