Manager 1, Financial Due Diligence

Overview

Manager 1 in Financial Due Diligence within RSM's Transaction Advisory Services practice, preparing and leading transaction analyses and deal workstreams for clients.

What you'll do

• Prepare and review transaction Databook/Workbook in accordance with the firm's professional standards and project requirements, with almost no rework and review comments.
• Actively and consistently participate as a Deal team member with high proficiency, including usage and training of junior team members.
• Prepare, update, and review initial/supplemental document request lists and manage gathered data effectively.
• Prepare industry-specific and other ad hoc analyses.
• Prepare proposals and scopes 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.
• 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 Exhibits.
• Set up Debt/Debt-like and Net Working Capital analysis with high proficiency and calculate basic to moderate complexity adjustments.
• Use technology tools such as Alteryx and Power BI.

What you'll need

• Bachelor's degree in accounting, finance, or a related field.
• 6-9 years of experience.
• Demonstrated experience managing teams and multiple workstreams.

Nice to have

• Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
• CA or MBA (finance).
• Approximately 9+ years of related financial due diligence work experience on buy-side and sell-side transactions.
• Deal experience with onshore team including data room management, document request list preparation, management meeting preparation, workbook analysis, Quality of Earnings, due diligence reports, client calls and engagement team calls.
• Team management/people experience.
• Understanding of financial statements, financial ratio analysis, U.S. GAAP accounting standards, and financial concepts.
• Advanced Excel skills (VLOOKUPs, pivot tables, advanced formulas), Word and PowerPoint skills.
• Strong analytical skills, including operational and financial analysis, benchmarking, and trend analysis.
• Excellent verbal and written communication skills.
• Strong skills in critical thinking, problem identification, resolution and process improvement.
• Evaluated as an exceptional performer in current position.
• Excellent interpersonal and communication skills to interact with internal team members and external clients.
• Willingness to invest time in communication with U.S.-based teams.
• Self-starter, confident when interacting with team members and clients and asking questions.
• Ability to work within tight deadlines and take responsibility for getting the job done in a timely manner.
• Industry experience in one or more of: manufacturing, distribution, consumer products, business services, healthcare, financial services, or technology.

Details

• Location: Bengaluru.
• Flexibility in schedule offered.