Manager, Deal Advisory
The Manager leads and supports financial due diligence engagements, overseeing end-to-end project execution while ensuring deliverables meet the firm's quality standards. This role involves preparing and reviewing transaction workbooks, managing document requests and data analysis, and drafting key sections of due diligence reports such as Quality of Earnings, financial summaries, and management discussion decks. The manager role actively contributes as a key member of the deal team, mentors junior staff, collaborates with onshore teams, and applies analytical and technology-driven approaches to deliver actionable insights. This position requires strong leadership, critical thinking, and a proactive approach to managing multiple engagements in a dynamic, deadline-driven 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.
What you'll be doing:
- 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.
- Active and consistent participation as a Deal team member with high proficiency including usage and training of junior team members.
- 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 moderate complexity adjustments.
- Proficiency in technology tools such as Alteryx, Power BI, etc.
This role is for you if you have the following:
- CPA/CA/MBA preferred; equivalent certifications such as CFA, CVA, ABV, DDP, or other similar credentials are acceptable
- Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
- Approximately 7-10 years of related financial due diligence work experience on buy-side and sell-side transactions.
- Team management/People experience
Mandatory technical & functional skills
- 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.
- Understanding of financial statements, financial ratio analysis, U.K. GAAP 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.
- Excellent verbal and written communication skills.
Preferred technical & functional skills
- Strong skills in critical thinking, problem identification, resolution and process improvement.
- Able to work within tight deadlines and take responsibility for getting the job done in a timely manner.
- Preferred industry experience in one or more of the following: manufacturing, distribution, consumer products, business services, healthcare, financial services, or technology.
Key behavioural attributes/requirements
- Takes personal responsibility and accountability for own work and that of subordinates.
- High level of personal integrity and ability to quickly build trust amongst colleagues and clients.
- Personal drive and positive work ethic to deliver results within tight deadlines and in demanding situations.
- Flexibility to adapt to a variety of engagement types, working hours and work environments and locations.
