Transaction Diligence Senior Associate

SGV & Co.; Makati; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

SGV & Co. in the Philippines is seeking a Senior Associate in Transaction Diligence to help clients make informed decisions by reviewing company financials and researching trends and risks related to transactions.

You will prepare reports, support project teams, and build strong client relationships while contributing to due diligence engagements across private equity groups and strategic buyers.

Qualifications

• Bachelor's degree in accountancy or finance with at least three years of relevant work experience.
• CPA license would be advantageous.
• Strong analytical, presentation, and report-writing abilities.
• Experience in audit and/or mergers or acquisitions within a large professional services firm.
• Ability to work effectively in a team and develop client relationships.

Responsibilities

• Participate in financial due diligence engagements related to transactions involving private equity investor groups and strategic corporate buyers
• Analyze the financial and operational results of businesses to be acquired or sold through reviewing accounting records and participating in interviews with management
• Work effectively as a team member by demonstrating your commitment to quality, sharing responsibility, providing support, maintaining communication and updating senior team members on progress
• Prepare analyses of historical and pro forma financial information to assess trends and fluctuations that may impact cash flow requirements and deal valuation
• Perform industry and company research utilizing online tools and publicly available information
• Assist in researching technical accounting issues to evaluate implications on transaction valuation and structuring
• Assist in preparing reports and schedules that will be delivered to clients and other parties
• Develop and maintain productive working relationships with client personnel

Skills

Analytical skills

Presentation skills

Report writing

Audit & M&A experience

Team collaboration

Education

Bachelor's degree in accountancy or finance

CPA license would be advantageous

Job description

SGV is the largest professional services firm in the Philippines. In everything we do, we nurture leaders and enable businesses for a better Philippines. This Purpose is our aspirational reason for being that ignites positive change and inclusive growth.

Our multidisciplinary teams work across a full spectrum of services in assurance, tax, strategy and transactions, and consulting. Enabled by data, AI and advanced technology, we help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

At SGV, we develop you with future-focused skills and equip you with world-class experiences. We empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

Our Transaction Compliance Framework (TCF) services focus on equipping organizations with the tools and strategies needed to ensure compliance during critical transactions. We partner with clients to develop comprehensive compliance protocols that address legal, regulatory, and internal policy requirements throughout the transaction process. By applying our expertise and industry knowledge, we help businesses identify potential compliance risks and implement effective controls. Our customized solutions support organizations in navigating the complexities of transactions while safeguarding their interests and achieving successful results.

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.

As a Senior Associate in Transaction Diligence, you will help clients make informed business decisions by reviewing company financials, conducting research, and identifying key trends and risks related to transactions. You will also prepare reports, support project teams, and build strong working relationships with clients.

Your key responsibilities

• Participate in financial due diligence engagements related to transactions involving private equity investor groups and strategic corporate buyers
• Analyze the financial and operational results of businesses to be acquired or sold through reviewing accounting records and participating in interviews with management
• Work effectively as a team member by demonstrating your commitment to quality, sharing responsibility, providing support, maintaining communication and updating senior team members on progress.
• Prepare analyses of historical and pro forma financial information to assess trends and fluctuations that may impact cash flow requirements and deal valuation
• Perform industry and company research utilizing online tools and publicly available information
• Assist in researching technical accounting issues to evaluate implications on transaction valuation and structuring
• Assist in preparing reports and schedules that will be delivered to clients and other parties
• Develop and maintain productive working relationships with client personnel

Skills and attributes for success

What we look for:

• Bachelor's degree in accountancy or finance with at least three years of relevant work experience
• CPA license would be advantageous

Ideally, you'll also:

• Strong analytical skills, able to analyze financial and non-financial information to formulate views and conclusions
• Strong presentation and report writing skills
• A proven record of excellence in audit and/or mergers or acquisitions transactions role.
• Experience gained within another large professional services organization.

What we offer you

• Developing an extraordinary you - Gain access to world-class training, coaching, and hands-on experience that will build your skills, sharpen your expertise, and prepare you for leadership opportunities.
• Empowering an extraordinary you - Thrive in a flexible and supportive work environment that prioritizes wellbeing, embraces our values, and helps you achieve both professional success and personal fulfillment.
• Fueling an extraordinary you - Be part of an inclusive, diverse culture where collaboration and innovation drive impactful work, and where you're inspired and challenged by teams who bring out your best.

At SGV, we're all in to shape your future with confidence.