Roles & Responsibilities-
- Design and implement a comprehensive MIS framework aligned with the firms investment strategies and operational needs.
- Support deal execution by providing timely and accurate data analysis and financial modelling.
- Should prioritize backing the MIS framework in the private equity sector
- High proficiency in financial data analysing and reporting
- Understanding financial ratios and KPIs in 2-3 industries (Insurance, Fintech, ITES, FMCG etc.)
- Understanding of metrics affecting financial statements, do a deep dive diagnostic review and industry benchmarking
- Assisting clients on integrations or separations (and carve outs) and planning “Day 1 Activities” to manage a seamless business transition through the transaction stages
- Lead functional work-streams on projects supporting clients to fulfil their deal objectives
- Work with cross- functional teams for implementing services and lead functional interviews & workshops
- Develop the project plan, understand the risks and issues,



work with team and client the developing the mitigation actions
- Project management of the Integration / separation office, including updating and reporting the project status, preparation of status update reports and presenting it to respective stakeholders
- Understanding of complex deal dynamics and remain updated on relevant tax, accounting, legal and sector updates impacting the deal situation
- Extensive interaction with senior client representatives (CXO level) and project management, including direct follow-ups with clients to achieve desired objectives within a defined timeline
- Review of Control and monitoring mechanisms; setting up MIS, SoPs, performing gap analysis etc. establishing & tracking critical KPIs periodically
- Provide support/assistance for proposals/business development activities
- Prepare first draft engagement letters, demonstrating technical/risk management awareness

📌 Associate/Senior Associate (Mumbai)
🏢 BDO India
📍 Mumbai