Associate Director, Transaction Services

Leads financial due diligence engagements, managing deal teams and delivering high-quality analyses and reports that meet professional and client standards. This role involves overseeing transaction workbooks, preparing management discussions, drafting key report sections, and driving insights across buy-side and sell-side projects. The position also plays a pivotal role in mentoring team members, coordinating with onshore counterparts, and ensuring seamless project execution. Success in this role requires strong leadership, analytical thinking, and a proactive, results-driven approach in a fast-paced, deal-oriented environment. Through your work, you'll build a global network and unlock opportunities that you may not have thought possible with access to great support, vast resources, and an inclusive, supportive environment to help you reach your full potential.

Roles & responsibilities:

•Lead engagement team with active and consistent participation as a Deal team member with high proficiency including usage and training of junior team members

•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.

•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 complex adjustments.

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

This role is for you if you have the following:

Educational qualifications

MBA Finance, CFA, CPA, Post-graduate in Finance or CA

Ideal candidate would have:

• Deal experience with onshore team including data room management, document request list preparation, management meeting preparation, workbook analysis, Quality of Earnings, due diligence reports, client calls and engagement team calls.

• Team management/People experience.

• Understanding of financial statements, financial ratio analysis, accounting standards, financial concepts, etc.

• Advanced Excel skills (vlookups, pivot tables, and advanced formulas), Word and PowerPoint skills.

• Strong analytical skills, including operational and financial analysis, benchmarking, and trend analysis

Transaction Services Associate Director