As a Financial Analyst in the Transaction Advisory Services vertical, you will support Transaction Support professionals to convert raw financial data to structured financial schedules in a uniform format for due diligence engagements. You will be assisting Transaction Support team in final quality reviews by performing casting and cross-referencing for due diligence reports and databooks (data book) . You will work closely with project teams to provide other value-added support.

Responsibilities:

Databooks:

- Review financial data received from Transaction Support professionals and understand the expectation of data schedules to be prepared from project team.

- Strong technical knowledge of financial statements analysis, preparation/consolidation of financial statements , trial balance mapping , reconciliation of management and audited accounts, KPIs, building databook, analysis pack .

- Convert raw financial data into well-structured financial schedules in a databook conforming to standardized formatting requirements and deliver a complete databook to project team on a timely basis. Perform various other analysis : price-volume, churn-rate, top customers, ageing, headcount and trending analysis.

- Framing management questions and writing diligence reports (including business overviews, historical sections, Quality of earnings (QoE) adjustment section etc.)

- Independent handling of large assignments and maintain a robust user connects

- Understand business industry issues / trends.



Identify areas requiring improvement in the clients business processes to enable preparation of recommendations

- Perform quality reviews on accuracy of casting and cross-referencing in databooks and reports.

- Work closely with project teams to provide continuous data compilation support during the entire due diligence process.

- Utilize advanced Microsoft Excel functions to quickly turnaround data processing requests.

- Some travel (

Valuations:

- Prepare and maintain high quality financial models ad valuation analysis.

- Prepare draft reports, tables, exhibits, and charts on a wide range of assignments.

- Conduct financial and market analysis as well as economic and industry research.

- Review and summarize engagement related documentation.

- Review and input financial data into various models or workbooks.

Requirements:

- Chartered Accountants with 3-5 years of relevant experience. Progression towards CFA certification would be preferred. MBA with relevant experience can also be considreed

- At least 2 years of post-qualification experience in compiling databooks and carrying out Due Diligence Reviews for Transaction Advisory Services professionals. AND/ OR

- Should have hands on experience of using Discounted Cash Flow (DCF) method and other valuation techniques.

- Familiarity with financial statement analysis and business concepts.

- Highly proficient in using Microsoft Excel and other MS office tools

- Strong communication and Client management skills.

- Demonstrated ability to generate a quality work product in a timely manner with strong attention to detail.

📌 Associate/Senior Associate (Gurugram)
🏢 Valueonshore
📍 Gurugram