Assistant Vice President - Finance - Transaction Advisory Services

Job Description

Assistant Vice President - Finance - Transaction Advisory Services - CA/CFA Position Overview: - As an AVP TAS, you will play a crucial role in ensuring the satisfaction and success of our clients. You will lead the team of 10-12 members specialized in financial modeling, Valuations, Financial Due Diligence, Lead Advisory, and post-merger integration engagements. Key Responsibilities: - Manage diverse valuation engagements including for M&A, Taxation, Financial Reporting, ESOP and strategic purposes. - Lead M&A advisory and fund-raising mandates - Participate in buy-side and sell-side M&A diligence engagements and separate data-focused engagements - Assisting in identifying issues for purchase price reductions, deal restructuring, or deal termination - Identifying post-acquisition steps to achieve anticipated earnings/cash flow improvements - Working with management to build and maintain client relationships. Contributing directly to the development of proposals, presentations, and publications Qualifications: - MBA Finance or Chartered Accountant or CFA (US) Level 2 cleared. - Minimum of 15 years related work experience in M&A, valuations, due diligence and fundraising areas - Familiarity with financial statement analysis and business concepts. - Strong interpersonal skills with a high level of professionalism. - Strong organizational and problem-solving skills.