Roles &amp; Responsibilities

<ul>
<li style="margin-left:0px;">Prepare and review transaction Databook/Workbook in accordance with the firm’s professional standards and project requirements, ensuring minimal rework and review comments.</li>
</ul>

<ul>
<li style="margin-left:0px;">Actively and consistently participate as a Deal team member with high proficiency, including training junior team members.</li>
</ul>

<ul>
<li style="margin-left:0px;">Prepare, update, and review initial/supplemental document request lists and manage gathered data effectively.</li>
</ul>

<ul>
<li style="margin-left:0px;">Prepare industry-specific and ad hoc analyses as needed.</li>
</ul>

<ul>
<li style="margin-left:0px;">Prepare proposals and scope of work as required by the engagement team(s).</li>
</ul>

<ul>
<li style="margin-left:0px;">Prepare management discussion decks.</li>
</ul>

<ul>
<li style="margin-left:0px;">Participate in and lead specific sections in management calls; take notes in management meetings.</li>
</ul>

<ul>
<li style="margin-left:0px;">Independently draft sections of the FDD Report, such as Background, Points of Interest (basic), Quality of Earnings (proficiency in basic and moderate complexity adjustments, beginning to quantify complex adjustments), Summary Financials, and Exhibits.</li>
</ul>

<ul>
<li style="margin-left:0px;">Set up Debt/Debt-like and Net Working Capital analysis with high proficiency and calculate basic to moderate complexity adjustments.</li>
</ul>

<ul>
<li style="margin-left:0px;">Demonstrate proficiency in technology tools such as Alteryx, Power BI, etc.</li>
</ul>

Educational Qualifications

<ul>
<li style="margin-left:0px;">CA / MBA Qualified</li>
</ul>

Work Experience

<ul>
<li style="margin-left:0px;">Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.</li>
</ul>

<ul>
<li style="margin-left:0px;">Qualification: CA/MBA Finance.</li>
</ul>

<ul>
<li style="margin-left:0px;">Approximately 7–10 years of related financial due diligence work experience on buy-side and sell-side transactions.</li>
</ul>

<ul>
<li style="margin-left:0px;">Team management/people experience.</li>
</ul>

Mandatory Technical &amp; Functional Skills

<ul>
<li style="margin-left:0px;">Deal experience with onshore teams, 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.</li>
</ul>

<ul>
<li style="margin-left:0px;">Team management/people experience.</li>
</ul>

<ul>
<li style="margin-left:0px;">Understanding of financial statements, financial ratio analysis, U.K. GAAP accounting standards, and financial concepts.</li>
</ul>

<ul>
<li style="margin-left:0px;">Advanced Excel skills (VLOOKUPs, pivot tables, advanced formulas), Word, and PowerPoint skills.</li>
</ul>

<ul>
<li style="margin-left:0px;">Strong analytical skills, including operational and financial analysis, benchmarking, and trend analysis.</li>
</ul>

<ul>
<li style="margin-left:0px;">Excellent verbal and written communication skills.</li>
</ul>

Preferred Technical &amp; Functional Skills

<ul>
<li style="margin-left:0px;">Strong skills in critical thinking, problem identification, resolution, and process improvement.</li>
</ul>

<ul>
<li style="margin-left:0px;">Ability to work within tight deadlines and take responsibility for timely completion.</li>
</ul>

<ul>
<li style="margin-left:0px;">Preferred industry experience in one or more of the following: manufacturing, distribution, consumer products, business services, healthcare, financial services, or technology.</li>
</ul>

Key Behavioural Attributes/Requirements


<ul>
<li style="margin-left:0px;">Takes personal responsibility and accountability for own work and that of subordinates.</li>
</ul>

<ul>
<li style="margin-left:0px;">High level of personal integrity and ability to quickly build trust among colleagues and clients.</li>
</ul>

<ul>
<li style="margin-left:0px;">Personal drive and positive work ethic to deliver results within tight deadlines and demanding situations.</li>
</ul>

<ul>
<li style="margin-left:0px;">Flexibility to adapt to a variety of engagement types, working hours, work environments, and locations.</li>
</ul>

<ul>
<li style="margin-left:0px;">Excellent written and verbal communication skills. </li>
</ul>

Financial Manager

India

Roles &amp; Responsibilities Prepare and review transaction Databook/Workbook in accordance with the firm’s professional standards and project requirements, ensuring minimal rework and review comments. Actively and consistently participate as a Deal team member with high proficiency, including training junior team members. Prepare, update, and review initial/supplemental document request lists and manage gathered data effectively. Prepare industry-specific and ad hoc analyses as needed. Prepare proposals and scope of work as required by the engagement team(s). Prepare management discussion decks. Participate in and lead specific sections in management calls; take notes in management meetings. Independently draft sections of the FDD Report, such as 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. Demonstrate proficiency in technology tools such as Alteryx, Power BI, etc. Educational Qualifications CA / MBA Qualified Work Experience Relevant experience from Big 4 or equivalent Transaction Advisory Services practice. Qualification: CA/MBA Finance. Approximately 7–10 years of related financial due diligence work experience on buy-side and sell-side transactions. Team management/people experience. Mandatory Technical &amp; Functional Skills Deal experience with onshore teams, 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.K. 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. Preferred Technical &amp; Functional Skills Strong skills in critical thinking, problem identification, resolution, and process improvement. Ability to work within tight deadlines and take responsibility for timely completion. Preferred industry experience in one or more of the following: manufacturing, distribution, consumer products, business services, healthcare, financial services, or technology. Key Behavioural Attributes/Requirements Takes personal responsibility and accountability for own work and that of subordinates. High level of personal integrity and ability to quickly build trust among colleagues and clients. Personal drive and positive work ethic to deliver results within tight deadlines and demanding situations. Flexibility to adapt to a variety of engagement types, working hours, work environments, and locations. Excellent written and verbal communication skills.

Financial Manager · Mumbai

Job highlights

Skillset required

Job Description

Job Description for Financial Manager

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