Roles & Responsibilities:

MIS Frameworks:

- Design and implement comprehensive MIS (Management Information Systems) frameworks aligned with investment strategies and operational needs, with a solid focus on the private equity sector.

- Review control and monitoring mechanisms, establish and track critical KPIs periodically, and perform gap analysis.

Financial Analysis & Reporting:

- Conduct deep-dive diagnostic reviews of financial statements and industry benchmarking.

- Analyze financial data, develop financial models, and provide industry-specific insights into key financial ratios and KPIs (e.g., Insurance, Fintech, ITES, FMCG).

Deal Execution & Transaction Support:

- Assist clients in integrations, separations, and carve-outs, including planning and managing "Day 1 Activities" for seamless business transitions.

- Support deal execution by providing timely and accurate data analysis, financial modeling, and decision-making insights.

- Stay updated on relevant tax, accounting, legal,



and sector updates that impact deal situations.

Program and Project Management

- Lead functional workstreams, conduct interviews and workshops, and collaborate with cross-functional teams to implement services effectively.

- Develop and manage project plans, identify risks and issues, and work with the team and client to create mitigation actions.

- Oversee the Integration/Separation Office, including project tracking, updating stakeholders, and preparing status update reports.

Client Engagement

- Facilitate extensive interactions with senior client representatives (CXO Levels), providing status updates, gathering feedbacks and aligning deliverables with client objectives.

- Assist in preparing proposals and business development activities, including first-draft engagement letters and risk management considerations.

📌 Associate - Deal Value Creation (Bengaluru)
🏢 BDO India
📍 Bengaluru