35 T D Newton & Associates Jobs
Financial Due Diligence Role (5-11 yrs)
T D Newton & Associates
posted 5d ago
Flexible timing
Key skills for the job
Minimum Entry Requirements
- Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
- Qualification - CA/CPA/MBA finance.
- Approximately 5-7 years of related financial due diligence work experience on buy-side and sell-side transactions.
Position Responsibilities
- 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 (VLOOKUP's, 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.
- Relevant people development and training experience.
- Prepare an expert-level of workbook in accordance with the firm's professional standards and as per the requirements of the project, with almost no rework and review comments.
- 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.
- 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 this 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-up skills.
- Prepare and update the initial/supplemental document request list and manage gathered data effectively.
- Ability to prepare industry-specific and other ad hoc analyses.
- Prepare Management discussion decks.
- Review and consistency check of the final deliverable(s) ensuring data accuracy and final review of the report consistency done by juniors.
- Ability to independently draft certain sections of FDD Report such as the Background, Quality of Earnings (basic to moderate complexity adjustments), Summary Financials, and Exhibits.
- Ability to do basic Debt/Debt-Like and Net Working Capital analysis and adjustment calculations.
- Basic understanding and hands-on knowledge of technology tools such as Alteryx, Power BI.
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, or technology.
Functional Areas: Other
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5-8 Yrs