Key Responsibilities
- Prioritize data gathered from financial reports into Excel workbooks for detailed analyses
- Prepare and update document request lists and management meeting agendas
- Participate in management meetings with the Target Company and discussions with the Client
- Assist in quantification of Quality of Earnings adjustments, Net Working Capital analyses, and identifying Debt-like Items
- Draft advanced sections in the report such as Income Statement and Balance Sheet overview, key Points of Interest for consideration in the Report, etc.
- Conduct industry-specific analysis to support decision-making processes
- Utilize technology tools like advanced Excel, data analytics tools such as Alteryx, etc. within assigned responsibilities
- Mentor, lead, and develop junior staff
- Review all historic financial data available related to the proposed deal
- Evaluate potential synergies and post-merger integration considerations
Qualifications Required
- Superior verbal and written communication skills
- Attention to detail and accuracy
- Project management skills
- Organizational abilities
- Prioritization and follow-up skills
In addition to the above responsibilities and qualifications, you will be expected to have a minimum of 7 years of experience in financial due diligence.