Strategy and Transactions - Transaction Diligence Associate

SGV & Co.; Makati; On-site; PHP 420,000 - 680,000; Full time

Benefits offered by this job

Continuous learning

Flexible working arrangements

Diverse and inclusive culture

Job summary

SGV & Co. in the Philippines seeks a Transaction Diligence Associate to help evaluate merger and acquisition opportunities. You will analyze financial data, assess earnings quality, and prepare detailed reports to support deal valuation and negotiations.

Join a high-performing team delivering comprehensive due diligence, with opportunities for leadership, collaboration and continual learning in a diverse, inclusive culture. CPA holders with Accountancy degree are encouraged to apply.

Qualifications

• University degree in Accountancy and CPA license required.
• Excellent written and verbal communication skills.
• Leadership, teamwork and client service orientation.
• Strong integrity in a professional environment.

Responsibilities

• Conduct detailed financial due diligence investigations to identify risks and opportunities in proposed transactions, providing clients with the insights needed to make informed decisions.
• Analyze financial statements, business plans, and forecasts to assess the quality of earnings, working capital requirements, and long-term financial health of target entities.
• Prepare analyses of historical and pro forma financial information to assess trends and fluctuations that may impact cash flow requirements and deal valuation.
• Assist in researching technical accounting issues to evaluate implications on transaction valuation and structuring.
• Prepare and present detailed reports and presentations that summarize findings, highlight key risks, and recommend mitigating strategies.

Skills

Advanced Excel

Analytical thinking

Team collaboration

Strong communication

Drive for excellence

Education

Bachelor's degree in Accountancy

CPA license

Job description

Here at SGV, you’ll have the chance to build a truly exceptional experience. We’ll empower you with the latest technology, surround you with high-performing teams, and provide the global scale and diverse and inclusive culture you need to discover your full potential.

Our Financial Due Diligence team plays a crucial role in guiding clients through the complexities of mergers, acquisitions, and other financial transactions. Services provided include but not limited to Buy-side/Sell-side due diligence, Seller assistance/advisory, and Pre-IPO readiness.

Job Summary

Our Transaction Diligence professionals focus on providing comprehensive due diligence services for mergers and acquisitions. This includes in-depth analysis of financial, operational, and strategic aspects of a target company to identify risks, validate financial health, and assess overall viability. The goal is to ensure clients make informed investment decisions, negotiate favorable terms, and achieve successful, value-creating transactions.

Your key responsibilities

As a Transaction Diligence Associate, you will:

• Conduct detailed financial due diligence investigations to identify risks and opportunities in proposed transactions, providing clients with the insights needed to make informed decisions.
• Analyze financial statements, business plans, and forecasts to assess the quality of earnings, working capital requirements, and long-term financial health of target entities.
• Prepare analyses of historical and pro forma financial information to assess trends and fluctuations that may impact cash flow requirements and deal valuation.
• Assist in researching technical accounting issues to evaluate implications on transaction valuation and structuring.
• Prepare and present detailed reports and presentations that summarize findings, highlight key risks, and recommend mitigating strategies.

Skills and attributes for success

• Knowledgeable with basic and advance Excel formulas commonly used in analyzing financial information
• Demonstrate strong analytical skills – able to analyze financial and non-financial information to formulate views and conclusions.
• Work effectively as a team member by demonstrating commitment to quality, sharing responsibility, providing support, maintaining communication and updating senior team members on progress.
• Must have advanced written and verbal communication skills in the business setting.
• Displays strong drive to excel professionally, and to guide and motivate others.

To qualify for the role, you must have:

• A university degree in Accountancy
• CPA license
• Strong written and verbal communication skills and presentation skills
• Leadership, teamwork and client service skills
• Demonstrated integrity within a professional environment

What we offer:

SGV offers a competitive remuneration package where you’ll be rewarded for your individual and team performance. We are committed to being an inclusive employer and are happy to consider flexible working arrangements. Plus, we offer:

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

SGV | Building a better working world.

SGV exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, SGV teams ask better questions to find new answers for the complex issues facing our world today.