Hiring CA Principal Financial Due Diligence

Role Qualifier & Responsibility

• Should be CA qualified.
• Excellent Interpersonal Skills & Team Mentoring.
• High on leadership and decision making.
• Well versed with Microsoft office application.
• Maintain client relationships and deliver the reports on time.
• Should be able to manage his own P&L sheet for his team.
• Proven track record of managing a team of 10 -15 people.

1. Lead Financial Due Diligence assignment:

• Lead and oversee financial due diligence engagements from initiation to completion, ensuring adherence to timelines, quality standards, and client expectations.
• Conduct detailed reviews of target company's financial statements, historical performance, cash flow dynamics, and accounting practices.
• Identify and assess financial and operational risks, including key drivers of profitability, working capital considerations, and potential deal breakers.
• Collaborate with cross-functional teams, including legal, tax, and operational specialists, to provide holistic due diligence insights and recommendations.

2. Client Engagement and Management:

• Cultivate and maintain strong relationships with clients, serving as a trusted advisor on financial due diligence matters.
• Actively engage with clients to understand their strategic objectives, transaction goals, and specific due diligence requirements.
• Deliver clear and concise findings, insights, and recommendations to clients through written reports, presentations, and verbal communication.
• Anticipate client needs, address concerns proactively, and provide value-added solutions to enhance the overall client experience.

3. Business Development and Revenue Growth:

• Identify and pursue new business opportunities through networking, referrals, and targeted marketing efforts.
• Develop compelling proposals and presentations tailored to client needs and market trends.
• Collaborate with senior management and business development teams to develop and execute strategic initiatives to expand the firm's client base and service offerings.
• Track business development activities, pipeline, and revenue forecasts to achieve growth targets and objectives.

4. Team Leadership and Development:

• Provide mentorship, guidance, and leadership to a team of financial due diligence professionals, fostering a culture of excellence, collaboration, and continuous learning.
• Delegate responsibilities effectively, ensuring optimal utilization of team resources and capabilities.
• Conduct regular performance evaluations, provide constructive feedback, and support career development opportunities for team members.
• Promote knowledge sharing, best practices, and professional development within the team to enhance overall capabilities and expertise.