SR&T Senior Consultant/Manager, M&A Transaction Diligence, Execution & Rpt (Financial Services)
Core
Senior Consultant/Manager leading M&A transaction financial due diligence, execution, and reporting for Financial Services clients.
Role type
Senior IC financial advisor (M&A transaction advisory)
Builds
Financial due diligence reports, analysis, and recommendations for M&A transactions
Domain
Financial Services (Banking, Insurance, Asset Management, Wealth Management, Fintech)
Required skills
Financial statement analysis, M&A due diligence, industry analysis, risk assessment, project management, proposal development, client presentation, team mentoring, IFRS knowledge, Microsoft Excel, PowerPoint
Preferred skills
CFA, FRM, ASIA, CPA, CA, CMA, Big 4 audit/advisory background, Investment Banking, Private Equity
Technologies
Microsoft Excel, PowerPoint, Word
Responsibilities
Review and comment on databooks, guide junior team members, write and present M&A due diligence reports, communicate with engagement management, lead client/stakeholder meetings, prepare proposals and tender documents, manage project risks, participate in business development, coach and mentor practitioners, develop training programs
Seniority
Senior, hands-on IC with leadership responsibilities