The Analyst in Transaction Advisory Services performs financial data analysis, reconciles information, collaborates with teams in the US and India, and prepares reports on financial due diligence for transactions.
Analyst Transaction Advisory Services (TAS) Job Summary: Under the direction of Senior / Manager, the Analyst is responsible for input, analysis and review of financial data of VFLT clients of the firm. The Analyst is also responsible for identifying the trends and operational characteristics of the data, reconcile data, collaborate with team members in India and US and adhere to the work plan defined by the Senior/ Manager in India.
Essential Responsibilities: • Collaborate with TAS team members in the US and India and assisting in financial due diligence projects for buy and sell transactions. • Preparation of Databook in accordance with firm and professional standards • Analyze the target company's historical and projected financial data to identify operating trends, quality of earnings and working capital considerations • Identify potential liabilities and risks which impact valuation and negotiation of the target company • Evaluating the effects of seasonality and cyclicality on cash flow requirements • Reconciling information provided by management with audited financial information/tax returns. • Read through the data files we receive and summarize results that could be included in the analysis • Develop technical competency with US GAAP • Respond to client and firm associate requests in a timely, accurate, positive and professional manner • Communicate proactively with other firm associates regarding open items, problems, or other important matters in a timely manner • Draft reports, tables, exhibits, charts and provide business insights on a wide range of assignments
Essential Qualifications and Experience: • Master's or Bachelor's degree in accounting or finance with strong conceptual knowledge• Relevant TAS work experience of 1 - 2 years • Prior experience of working with an overseas team would be an added advantage
Skills & Abilities: • Good spoken and written English • Self-motivated, independent, and meticulous with strong attention to detail • Team player with good interpersonal and communication skills • Advanced knowledge required in Microsoft Office suite (Excel, Word, PowerPoint) • Ability to think independently and come up with recommendations • Able to communicate well with team members across US and India. • Ability to plan and prioritize multiple projects, follow through on requests, take initiative, work under pressure, deliver high-quality work products and meet timelines • Ability to assist in identification and research of complex technical issues/problems
Essential Responsibilities: • Collaborate with TAS team members in the US and India and assisting in financial due diligence projects for buy and sell transactions. • Preparation of Databook in accordance with firm and professional standards • Analyze the target company's historical and projected financial data to identify operating trends, quality of earnings and working capital considerations • Identify potential liabilities and risks which impact valuation and negotiation of the target company • Evaluating the effects of seasonality and cyclicality on cash flow requirements • Reconciling information provided by management with audited financial information/tax returns. • Read through the data files we receive and summarize results that could be included in the analysis • Develop technical competency with US GAAP • Respond to client and firm associate requests in a timely, accurate, positive and professional manner • Communicate proactively with other firm associates regarding open items, problems, or other important matters in a timely manner • Draft reports, tables, exhibits, charts and provide business insights on a wide range of assignments
Essential Qualifications and Experience: • Master's or Bachelor's degree in accounting or finance with strong conceptual knowledge• Relevant TAS work experience of 1 - 2 years • Prior experience of working with an overseas team would be an added advantage
Skills & Abilities: • Good spoken and written English • Self-motivated, independent, and meticulous with strong attention to detail • Team player with good interpersonal and communication skills • Advanced knowledge required in Microsoft Office suite (Excel, Word, PowerPoint) • Ability to think independently and come up with recommendations • Able to communicate well with team members across US and India. • Ability to plan and prioritize multiple projects, follow through on requests, take initiative, work under pressure, deliver high-quality work products and meet timelines • Ability to assist in identification and research of complex technical issues/problems
Top Skills
Microsoft Office Suite
Us Gaap
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