TAS Associate 1 - Financial Due Diligence

The RSM USI supports RSM U.S. risk consulting, transaction advisory, technical accounting, financial consulting, technology and management consulting, tax and assurance engagement teams by providing access to highly skilled professionals for repeatable business processes over an extended business day.

RSM's vision is to be the first-choice advisor to middle market leaders globally. You will work directly with clients, key decision makers and business owners across various industries and geographies to deliver a top-quality client experience. RSM is a diverse and inclusive place where you will work as part of a team while being valued as an individual, mentored as a future leader, and recognized for your accomplishments.

Job Synopsis:

RSM USI is seeking for a Transaction Advisory Services Associate who will work closely with our onshore and offshore team members to provide financial due diligence of middle-market US clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance. This is an exciting opportunity to join an established, practice that is experiencing exceptional growth.

Minimum Entry Requirements

Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.

Qualification - CA/CPA/MBA finance

Approximately 0-2 years of related financial due diligence work experience on buy-side and sell-side transactions.

Ability to prepare industry-specific and other ad hoc analyses for asset management, insurance and specialty finance industries.

Deal experience with onshore team including data room management, document request list preparation, management meeting preparation, workbook analysis, Quality of Earnings, due diligence reports, client calls and engagement team calls.

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.

Strong analytical skills, including operational and financial analysis, benchmarking, and trend analysis

.Excellent verbal and written communication skills

Position Responsibilities:-

Prioritize data gathered from financial reports into Excel workbook analyses that provides valuable guidance to the U.S. based engagement team on specific reviews of company financials in the fast-paced world of mergers and acquisitions

Prepare and update document request lists and management meeting agendas

Participate in management meetings with the Target Company and discussions with the Client

Assist in preparing Quality of Earnings adjustments, Net Working Capital analyses, identifying Debt-like Items, key Points of Interest for consideration in the Report, etc.

Review and tie out final client reports to ensure data accuracy of reported numbers.

Remotely work and coordinate with RSM consulting professionals, supervisors, and senior management in the U.S. on a daily basis, including some early morning and late evening conference calls.

Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-upskills

Demonstrates proficient knowledge of the technology tools (e.g., advanced Excel, data analytics tools like Alteryx, etc.) required within assigned responsibilities.

Key Skills to Accelerate Career:

Strong skills in critical thinking, problem identification, resolution and process improvement.

Evaluated as an exceptional performer in current position

Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm

Demonstrates willingness to invest time in communication with U.S. based teams

Ability to be a self-starter and to be confident when interacting with team members, clients and asking questions

Able to work within tight deadlines and take responsibility for getting the job done in a timely manner

Preferred industry experience in one or more of the following: manufacturing, distribution, consumer products, business services, healthcare, financial services.