Description
Team Profile:
Alvarez & Marsal’s Transaction Advisory Group (TAG) works with strategic players across industries and PE community. TAG focuses on providing potential clients with an understanding of company’s
Sustainable economic earnings Historical sales and operating expense trends Working capital needs Key assumptions used in management’s forecast Key personnel and accounting information systems
TAG covers quality of earnings (over/understated assets and liabilities, post-closing cost structure changes), trend analysis (key market drivers, sales strategies, customer relationships and customer churn) and qualitative observations like company’s internal control structure, management and accounting team, and accounting information system.
Job Roles & Responsibilities:
Project Management
- Timely set up project codes
- Develop efficient financial/commercial due diligence workplan for the team
- Ensure early involvement of seniors on the assignment to develop the initial hypothesis
- Ensure the timely delivery of work allocated
- Ensure actions on feedback by clients/seniors
Due Diligence
- Prepare zero-defect, review-ready excel worksheets (Work Products)
- Develop a quick understanding of clients’ businesses and its derivers
- Compile full data book with no supervision
- Complete complex sections of report with supervision
- Proficiently arrive at complex business analyses
- Understand deal dynamics/ valuation concerns
- Understand Alteryx and proficiently use on assignments
- Complete complex sections of a report with
- Prioritize several projects and assignments while meeting tight deadlines
- Discern patterns of complex commercial/financial diligence matters and provide accurate understanding
- Identify and effectively communicate potential deal issues to Manager
Team Work
- Proactively ensure that skills and capabilities of the team are growing
- Share learnings of each project with group in the form of case study
- Develop constructive working relationships with the team and assist team during time crunch
- Provide timely and constructive feedback to team members at the end each assignment
- Effectively lead discussions with client and team
Qualifications:
- Chartered Accountant (CA) or equivalent (e.g., accounting degree or economics degree and CFE credential)/ MBA or equivalent master’s degree in Finance, Statistics, Economics or Mathematics from premium institutes required (preferred IIM / ISB / IIT / NIT)
Experience:
- Required
- 4 – 10 years relevant experience in commercial/financial due diligence or corporate strategic deals is a must
Location: Mumbai/Delhi