Manager 1, Financial Due Diligence
Core
Lead financial due diligence (FDD) engagements for middle-market transactions, preparing workbooks, analyzing financials, and drafting FDD reports to instill client confidence.
Role type
Manager 1, Financial Due Diligence (Transaction Advisory Services)
Builds
FDD reports, management discussion decks, and transaction workbooks for buy-side and sell-side deals
Domain
Professional services / Transaction Advisory / Middle Market
Deliverable
client delivery
Required skills
Financial statement analysis, Quality of Earnings adjustments, Debt/Net Working Capital analysis, Data room management, Management meeting facilitation, Proposal and scope of work preparation, Industry-specific ad hoc analysis, Team management, Advanced Excel (vlookups, pivot tables, formulas), Alteryx, Power BI
Preferred skills
Big 4 or equivalent TAS practice experience, CA/MBA finance, 9+ years in FDD on buy/sell-side, U.S. GAAP accounting standards, Operational and financial benchmarking, Trend analysis
Technologies
Alteryx, Power BI, Excel, Word, PowerPoint
Responsibilities
Prepare and review transaction Databook/Workbook; Manage document request lists and gathered data; Lead specific sections of FDD reports including Background, Points of Interest, and Quality of Earnings; Conduct Debt/Debt-like and Net Working Capital analysis; Prepare management discussion decks; Participate in and lead sections of management calls; Draft proposals and scope of work; Train junior team members
Seniority
Manager, hands-on IC with team management responsibilities