BDO RISE is Hiring for TAS - Financial Due Diligence Role - CA/MBA preferred - Kolkata, Gurgaon, Bangalore

Job Responsibilities

• Lead and execute financial due diligence engagements for mergers, acquisitions, and investments, primarily focused on SaaS-based companies.
• Analyze financial statements, key performance indicators (KPIs), and operational metrics specific to SaaS businesses (e.g., ARR, MRR, churn, CAC, LTV).
• Assess revenue recognition policies, deferred revenue, and subscription-based revenue models.
• Identify and evaluate financial risks, opportunities, and deal drivers unique to SaaS companies.
• Prepare detailed due diligence reports and present findings to clients and stakeholders.
• Examining historical trends and discussing significant fluctuations and non-recurring items between periods
• Performing analysis on quality of earnings, working capital and debt like items and communicating key findings to the Onsite teams.
• Analyze key KPIs such as customer churn, retention rates, and revenue concentration to assess stability, growth potential, and risk exposure. Interpret these metrics in the context of ARR/MRR trends and contract structures to support valuation and deal strategy.
• Assisting clients in identifying pre and post-acquisition transaction issues
• Performing consistency checks on the data books and reports.
• Supporting Associate Director in identifying new business opportunities and developing long-term business relationships with Onsite teams.
• Strong interpersonal and client relationship skills
• Excellent analytical skills and high attention to detail
• Identify potential risks in transactions and assist in developing mitigation strategies.
• A team player with strong intellectual curiosity, industrious and willing to learn new capabilities.

Qualifications, Knowledge, Skills and Abilities

Education:

• A bachelors degree in accounting and finance
• A masters degree in accounting and finance (i.e. M. Com, MBA etc.)
• Professional qualifications such as CFA, CPA, CA and CMA, will be advantageous.

Experience:

• Up to 16 years of relevant experience in conducting financial due diligence for projects involving SaaS-based companies.
• Strong understanding of SaaS business models, metrics, and industry trends.
• Demonstrated interpersonal and client relationships skills.
• Demonstrated proficiency in Microsoft Office, with focus on Word and Excel