Associate / Engagement Manager

Sage Consulting Group; San Francisco (CA); Remote; USD 250,000 +; Full time

Job summary

A strategic insights firm is seeking an experienced Associate / Engagement Manager to support financial due diligence and strategic advisory engagements. The ideal candidate will have strong financial analytical skills, experience in deal advisory, and will need to possess Vietnamese citizenship for relocation to Vietnam. Competitive benefits offered. Interested candidates are encouraged to apply.

Benefits

Competitive benefits

Qualifications

• At least 1 - 5 years of experience in deal advisory or corporate finance.
• Strong analytical skills with proficiency in financial modeling.
• Fluent or nearly fluent in English; proficiency in Vietnamese is a plus.

Responsibilities

• Assist in conducting financial due diligence for transactions.
• Analyze financial statements and identify risks and opportunities.
• Develop financial models and prepare client deliverables.

Skills

Analyzing financial data

Preparing reports

Financial modeling

Communication skills

Understanding financial statements

Education

Bachelor's degree in finance, accounting, economics, or related field

Master's degree or CPA, CFA, ACCA

Tools

Excel

PowerPoint

Job description

Our client is a well-respected information services firm that provides strategic insights to other businesses so that they can execute critical decisions with peace of mind.

They are seeking a highly-intelligent and worldly Associate / Engagement Manager with a background in corporate finance / deal advisory to join one of their newly formed teams. In this role, you will be responsible for project delivery of insights that support client transactions, financial due diligence, and strategic advisory engagements.

The ideal candidate will be skilled at analyzing financial data, preparing reports, and has been previously involved with work on mergers, acquisitions, divestitures, and other types of transactions.

Please note that the legal requirements of the position call for a candidate who already possesses citizenship in Vietnam, and is willing to relocate to Ho Chi Minh City, Vietnam. However, this role is fully open to those applying from overseas - if they meet the above criteria.

Key Responsibilities

• Assist in conducting financial due diligence for buy-side and sell-side transactions.
• Analyze financial statements, operational performance, and key business drivers to identify risks and opportunities.
• Develop financial models to assess transaction impacts and provide scenario analysis.
• Prepare client deliverables, including due diligence reports, presentations, and executive summaries.
• Support valuation analysis and market research to benchmark companies and industries.
• Collaborate with team members and client stakeholders to provide clear recommendations.
• Participate in client meetings and contribute to strategic discussions on deal structures and transaction issues.
• Stay updated on industry trends, accounting standards, and regulatory changes relevant to transactions.

Requirements

• Must possess Vietnamese citizenship, and be willing to relocate to Vietnam.
• At least 1 - 5 years of experience in deal advisory, transaction services, corporate finance, or investment banking.
• Big 4 background may prove relevant and helpful.
• Strong analytical and financial modeling skills with proficiency in Excel and PowerPoint.
• Solid understanding of financial statements, accounting principles, and valuation techniques.
• Stellar written and verbal communication skills, with the ability to prepare high-quality reports and presentations.
• Fluent or nearly fluent in English. Some level of proficiency in Vietnamese will also be helpful.
• Bachelor's degree in finance, accounting, economics, or a related field. Master's degree or professional certifications such as CPA, CFA, or ACCA is a plus.

If you are qualified and interested, we kindly invite you to apply! In the meantime, please consider following our company page for more updates and relevant job opportunities.

Competitive benefits - negotiable upon further interviewing.