Assistant / Senior Assistant - Financial Due Diligence

About Due Diligence:

We at BDO India, we carry out a procedure review based on verification of records and meetings conducted with key persons, along with an extensive analysis of data and information. We not only verify compliances and highlight potential risks and liabilities but also provide key inputs for structuring your transaction.

Details:

• Position Title - Assistant / Senior Assistant
• Location - Mumbai Lower Parel
• Department - Financial Due Diligence
• Reporting Manager - Manager / Associate Director
• Qualification - Semi qualified CA / BBA, B.Com (Finance) / Level I/ II CFA

Core Due Diligence role & responsibilities :

We are looking for a detail-oriented and analytical professional with strong skills in Excel, data handling, mathematical analysis, and logical formula building. The role also requires the ability to create structured PowerPoint presentations with inputs from team members.

• Collect and organize financial statements, management reports (MIS), and supporting documentation of the Companies for due diligence engagements.
• Manage, clean, and organize large datasets from multiple sources.
• Analyse the data so collated using excel formulas, logical and mathematical functions, pivot tables and presentation in waterfall and other charts.
• Assist in performing preliminary financial analysis and identify data inconsistencies and work with relevant teams to resolve gaps.
• Support the preparation of due diligence deliverables, including data summaries, working papers, schedules, and draft report sections.
• Coordinate with internal teams and occasionally with client contacts to obtain required data and clarify missing or inconsistent information.
• Assist senior team members in preparing presentations, client meeting materials, and internal status updates.
• Support administrative tasks such as setting up data rooms, preparing engagement-related correspondence, and ensuring compliance with internal engagement acceptance checks
• Contribute to a collaborative team environment by proactively offering support and maintaining strong attention to detail.
• Assisting team in preparation of the proposals.
• Ability to learn quickly and adapt to new tools or processes.

Competencies

Analytical capabilities

Strong Knowledge of Excel ((pivot tables, lookup functions, conditional logic, data cleaning); Working knowledge of power point

Team collaborator

Interpersonal Relationship & Respect