Manager- Financial Due Diligence (DAS)

Job Description

KPMG Global Services (KGS) was set up in India in 2008. It is a strategic global delivery organization, which works with more than 50 KPMG member firms to provide a progressive, scalable and customized approach to business requirements. The KGS journey has been one of consistent growth, with a current employee count of nearly 11,000 operating from four locations in India — Bengaluru, Gurugram, Mumbai, Kochi and Pune, providing a range of Advisory and Tax-related services to member firms within the KPMG network.

As part of KPMG in India, we were ranked among the top companies to work for in the country for four years in a row by LinkedIn and recognized as one of the top three employers in the region for women, as well as for policies on Inclusion & Diversity by ASSOCHAM (The Associated Chambers of Commerce & Industry of India). Furthermore, as KPMG in India, we were recognized as one of the ‘Best Companies for Millennials’ at The Millennial Max Conference 2019 presented by The LNOD Roundtable, as well as ‘the Great Indian Workplace’ at the Culture Summit and Great Indian Workplace Awards 2019.

Team Overview

The position in discussion is with the Deal Advisory & Strategy team at KGS, which is KPMG’s global delivery center and an integral part of the firm’s strategy to enhance innovation, build scalability, and improve profitability globally. KGS’ Deal Advisory & Strategy group is a team of over 900 professionals based in Gurgaon, Mumbai, and Bangalore. KGS DA&S has been providing solutions to KPMG member firms globally. By leveraging insights and applying best practices, the team helps create customized approaches to M&A transactions. The team’s capabilities include:

• Corporate Finance

• Transaction Services

• Strategy

• Business Modeling

• Accounting Advisory Services

• Deal Advisory Research and Benchmarking

Roles and Responsibilities

Designation: Manager/Associate Director 

Reporting to: Director

Role type: 75% individual contributor and 25% team contributor

Employment type: Full time

We are recruiting for a Manager/AD in the Financial Due Diligence team. Working as a Manager/AD in this team, your responsibilities will include:

• Prepare and review transaction Databook/Workbook in accordance with the firm’s professional standards and as per the requirements of the projects, with almost no rework and review comments.

• Identification of key issues and carrying out the relevant financial analysis.

• To lead smaller assignments from KGS and/ or assist in larger assignments reporting to Director/ PMD, with their limited supervision.

• Active and consistent participation as a Deal team member with high proficiency including usage and training of junior team members.

• Prepare, update, and review initial/supplemental document request list and manage gathered data effectively.

• Ability to prepare industry-specific and other ad hoc analyses.

• Preparation of the proposal and scope of work as required by the engagement team(s).

• Prepare Management discussion decks.

• Participate and lead specific sections in management calls and take notes in management meetings.

• Ability to independently draft sections of the FDD Report such as the Background, Points of Interest(basic), Quality of Earnings (proficiency in basic and moderate complexity adjustments, beginning to quantify complex adjustments), Summary Financials and Exhibit.

• Ability to do set up of Debt/Debt like and Net Working Capital analysis with high proficiency and calculate basic to moderate complexity adjustments.

• Proficiency in technology tools such as Alteryx, Power BI, etc.

Job Requirements

Mandatory Skills

• Qualifications: CA / MBA Qualified

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

• Qualification - CA/MBA finance.

• Approximately 8-12 years of related financial due diligence work experience on buy-side and sell-side transactions.

• Team management/People experience.

  Mandatory technical & functional skills

• Strong analytical, issue identification/prioritization/ resolution and report writing skills, including understanding of key TS concepts relating to Adjusted/Quality of Earnings, Adjusted Net Working Capital and Adjusted Net Debt amongst other TS analysis.

• Team management/People experience.

• 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.

• Proficiency in technology tools such as Alteryx, Power BI, etc.

• Excellent verbal and written communication skills

Key behavioral attributes/requirements
 

• Takes personal responsibility and accountability for own work and that of subordinates.
• High level of personal integrity and ability to quickly build trust amongst colleagues and clients.
• Personal drive and positive work ethic to deliver results within tight deadlines and in demanding situations
• Flexibility to adapt to a variety of engagement types, working hours and work environments and locations
• Excellent written and verbal communication skills.

Other Information

• Number of interview rounds: 4

• Mode of interview: Virtual

• Job location: Mumbai

• Clean room policy (specific to business): No

Note: Benefits/Perks listed above may vary depending on the nature of your employment with KPMG and the country where you work.

KPMG is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.