Responsibilities

Roles & Responsibilities

- Identification of key issues and carrying out the relevant financial analysis
- To lead smaller assignments from KGS and/ or assist in larger assignments reporting to Director/ PMD, with their limited supervision
- Active and consistent participation 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 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.
- Prepare high quality FDD Reports including review of sections written by other team members on the job
- Maintaining business contacts at PMD level (i.e. it is our expectation that Associate Director will make a positive commitment to maintaining contact with people they meet on transactions, who may become key providers of work in the future)
- To contribute to the effective working of the team and development of team morale
- To contribute to practice development initiative including people, team administration and solution development etc.

Mandatory Technical & Functional Skills

- Strong analytical, issue identification/prioritization/ resolution and report writing skills, including understanding of key TS concepts relating to Adjusted/Quality of Earnings, Adjusted Net Working Capital and Adjusted Net Debt amongst other TS analysis
- Team management/People experience.
- Understanding of financial statements, financial ratio analysis, U.S. GAAP accounting standards, financial concepts, etc.




- Advanced Excel skills (vlookups, pivot tables, and advanced formulas), Word and PowerPoint skills.
- Proficiency in technology tools such as Alteryx, Power BI, etc•Excellent verbal and written communication skills

Preferred Technical & Functional Skills

- Strong skills in critical thinking, problem identification, resolution, and process improvement.
- Ability to execute project plans, manage multiple tasks, prioritize workloads and manage individual/team budgets
- 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 Behavioral 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.

Other Information

- Interview process: 4 line interviews.
- Does the job role involve travelling: No.

Qualifications

CA / MBA Qualified/CPA

Work Experience

- Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
- Qualification: CA/MBA Finance/CPA
- Approximately 8–12 years of related financial due diligence work experience on buy-side and sell-side transactions.
- Team management/people experience.

#KGS

📌 Associate Director - FDD (Bengaluru)
🏢 BSR u0026
📍 Bengaluru