BDO - Associate/Senior Associate - Deal Value Creation Services (0-2 yrs)

About Company:

BDO India LLP is the India member firm of BDO International. BDO India offers strategic, operational, accounting, tax & regulatory advisory and assistance for both domestic and international organisations across a range of industries. We are led by more than 300 Partners & Directors with a team of over 8500 professionals operating across 12 cities - Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Hyderabad, Goa, Kochi, Kolkata, Mumbai, New Delhi-Gurugram and Pune. We take pride in our service portfolio on the backing of a rich blend of experience and expertise, bringing to fore a work culture that is both client-centric and knowledge driven. Our focus on delivering exceptional client service is backed by a partner driven approach to offer tailor-made solutions ensuring quality excellence & time efficiencies.

About Deal Value Creation:

Mergers and Acquisitions (M&A) are Viral strategic levers to enhance the value of a business-whether to generate growth, enhance capabilities or reduce operational costs. HR is also a chance for business transformation, adopting new business models, workflows and workplace cultures.

Increased disruptions, industry convergence, technological changes and the dramatic shift to new business models to stay competitive means that value creation in deals has never been more crucial. Where the bar getting higher and deals becoming more complex and expensive, creating deal value in M&A is more challenging than ever.

Many deals fail to achieve their original financial or strategic objectives or, in many cases, tend to even minimise value, as companies are ill-prepared for the speed and intensity of the deal process. As businesses around the world continue to adapt to unique challenges, the traditional view of value optimisation in a deal is due for an overhaul - Creating value in today's market requires a broader, bolder perspective.

Details:

Position - Associate/Senior Associate

Location - Gurgaon

Core Deal value creation Role & Responsibilities:

Management Information System services

- Setup of management information system (MIS)

- Develop and implement a robust Management Information System (MIS) framework tailored to the company's investment strategies and operational requirements

- High proficiency in financial data analysing and reporting

- Understanding financial ratios and KPIs in 2-3 industries (Insurance, Fintech, ITES, FMCG etc.)

- Data visualisation and analysis of consolidated financial data from MIS and making strategic insights

- Understanding of metrics affecting financial statements, do a deep dive diagnostic review and industry benchmarking

- Develop systems for investment tracking, portfolio performance analysis, and comprehensive management of capital commitments, distributions, and valuations.

- Provide strong reporting and analytical information support to the management team

- Generate both periodic and ad hoc reports as needed

Post-merger Integration services

- Set up of integration management office (IMO) & reporting cadence

- Design of target operating model and to-be organisation structure (including change management & comms)

- Preparation of Day 1 & Day 100 plans and checklists

- Functional & business process integration - HR, IT, Mfg. & supply chain, finance, legal and secretarial, procurement etc.

- Post Deal performance improvement & synergy realisation initiatives

- Leadership workshops with acquirer & target mgmt. to align on integration strategy, priorities, blueprint and guiding principles

Pre-Deal services

- Synergy identification & assessment

- Operational diagnostic and identification of value creation opportunities to be implemented in the post deal phase

- Gain an understanding of a target's operations and its risks Identify performance gaps and potential for rapid improvement, e.g. through cost reduction, operational restructuring and off-shoring

- Provide an insight on key deal issues and opportunities

- Assess carve-out issues and associated costs

- Identify and challenge synergies

Carve out assessment & Separation support

- Preparation of separation plans, including Day 1 readiness and capability building to migrate off transitional support

- Identification of inter-company dependencies and separation risks, definition of an optimised standalone operating model for the Carve Out entity

- Standalone & stranded cost assessment

- Blueprint design, Project mgmt. support for divesture of business segment from a conglomerate, advice to define the optimal Transitional Service Agreements (TSAs)

Project management advisory

- Establish PMO office and governance cadence

- Detailed status reporting to leadership team

- Issue and risk management

- Structure and discipline within the transition management office

- Tracking & monitoring of synergy realisation, operational improvement, harmonisation of processes and policies and other strategic initiatives

Roles & Responsibilities-

- Design and implement a comprehensive MIS framework aligned with the firm's investment strategies and operational needs.

- Support deal execution by providing timely and accurate data analysis and financial modelling.

- Should prioritize backing the MIS framework in the private equity sector

- High proficiency in financial data analysing and reporting

- Understanding financial ratios and KPIs in 2-3 industries (Insurance, Fintech, ITES, FMCG etc.)

- Understanding of metrics affecting financial statements, do a deep dive diagnostic review and industry benchmarking

- Assisting clients on integrations or separations (and carve outs) and planning "Day 1 Activities" to manage a seamless business transition through the transaction stages

- Lead functional work-streams on projects supporting clients to fulfil their deal objectives

- Work with cross- functional teams for implementing services and lead functional interviews & workshops

- Develop the project plan, understand the risks and issues, work with team and client the developing the mitigation actions

- Project management of the Integration / separation office, including updating and reporting the project status, preparation of status update reports and presenting it to respective stakeholders

- Understanding of complex deal dynamics and remain updated on relevant tax, accounting, legal and sector updates impacting the deal situation

- Extensive interaction with senior client representatives (CXO level) and project management, including direct follow-ups with clients to achieve desired objectives within a defined timeline

- Review of Control and monitoring mechanisms; setting up MIS, SoPs, performing gap analysis etc. establishing & tracking critical KPIs periodically

- Provide support/assistance for proposals/business development activities

- Prepare first draft engagement letters, demonstrating technical/risk management awareness