MO

Principal - FDD

Mount Talent Consulting
Mumbai10-18 LPA Posted 29 May 2025
FULL TIME
financial due diligence
Client Management
Team Leadership
Financial Modeling
Business Development
+1 more

Job Description

  • Lead the financial due diligence process for domestic transactions, adhering to established methodologies and best practices
  • Analyze financial statements, accounting records, and other relevant documents to assess the target company's financial performance, position, and key drivers
  • Identify potential financial risks, such as revenue recognition issues, contingent liabilities, and abnormal expenses, and evaluate their impact on the transaction
  • Review working capital, cash flow, and capital expenditure trends to identify areas of improvement or concern
  • Collaborate with the tax and legal teams to evaluate the financial implications of any tax or legal contingencies
  • Conduct comprehensive financial analysis, including ratio analysis, trend analysis, and benchmarking, to evaluate the target company's financial performance against industry standards
  • Develop financial models and projections to assess the potential impact of the transaction on the combined entity's financial performance
  • Identify and pursue new business opportunities in the field of financial due diligence for domestic transactions
  • Build and maintain relationships with key clients, industry contacts, and potential business partners to generate leads and referrals
  • Participate in networking events, conferences, and industry forums to enhance the firm's visibility and identify potential clients
  • Collaborate with the firm's marketing and business development teams to develop and implement strategies to promote services, generate leads, and win new projects
  • Prepare and deliver compelling presentations and proposals to prospective clients, showcasing the firm's expertise and value proposition
  • Stay updated on market trends, industry developments, and competitor activities to identify new opportunities and maintain a competitive edge
  • Manage and mentor a team of financial due diligence professionals, providing guidance, training, and feedback
  • Oversee the work of the team members, ensuring high-quality deliverables, adherence to timelines, and effective collaboration
  • Foster a positive and inclusive work environment, promoting teamwork, knowledge sharing, and professional development
  • Conduct performance evaluations, set goals, and provide career development support to team members
  • Prepare clear, concise, and insightful reports summarizing the findings of the financial due diligence process
  • Communicate complex financial concepts and findings to clients and other stakeholders in a clear and understandable manner
  • Provide strategic recommendations to clients based on the identified risks, opportunities, and financial impact of the transaction
  • Collaborate with the client's senior management and other advisors to develop post-transaction integration plans
  • Stay abreast of the latest industry trends, regulatory changes, and best practices related to financial due diligence
  • Contribute to the development of methodologies, tools, and thought leadership materials to enhance the firm's financial due diligence capabilities
  • Share knowledge and insights with colleagues, actively participating in internal training sessions and knowledge-sharing initiatives
  • Handle all critical issues arising from clients (investors) and assist them in resolving the issues

Preferred Candidate Profile:

  • Should be CA qualified
  • Extensive experience (typically 10+ years) in financial due diligence, transaction advisory, or related roles, with a focus on domestic transactions
  • Maintain client relationships and deliver reports on time
  • Should be able to manage his own P&L sheet for his team
  • Proven track record of managing a team of 10-15 people
  • Strong knowledge of accounting principles, financial analysis techniques, and financial modelling
  • Excellent analytical skills with the ability to identify and assess financial risks and opportunities
  • Proficiency in reviewing and interpreting financial statements, including income statements, balance sheets, and cash flow statements
  • Strong business development skills, with a proven track record of identifying and securing new clients and projects
  • Exceptional communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders
  • Strong leadership and team management abilities, with experience in leading and developing a team of professionals
  • Strong project management skills, with the ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines
  • Proficiency in MS Excel and PowerPoint
  • Knowledge about the real estate market and the market dynamics is additional
  • Handle all critical issues arising from clients (investors) and assist them in resolving the issues.

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