Associate - SaT - National - SaT - TCF - Valuation

Technical Excellence

1. Technical expertise

1. • Ability to frame the right questions to get information from the client (both for builds and reviews),
   • Analyze Business plans prepared in MS Excel and identify material issues, which might impact the outputs of the model.
   • Ability to prepare a detailed financial model from scratch with strict deadlines
   • Strong knowledge of Integrated financial statements P&L, Balance Sheet, Cash Flow Statement, various financial/operating ratios and KPIs used for analysis and general understanding of differences between transaction models, bid models, operating models to be able to capture the relevant nuances of each in relevant assignments
   • Experience of using VBA with Excel, i.e., Macros, User forms, Add-ins etc.
   • Regularly deliver bespoke trainings on Financial Modelling and Valuation to various corporate organization and finance professionals.

2. Knowledge Management

1. • Support knowledge sharing efforts and continually improve processes so that the work team can capture and leverage knowledge

3. Client service delivery/execution

• Execute the work on a multiple client base. Assume near independent responsibility for smaller clients
• Develop rapport with middle layers of client management

4. Soft skills

• Exhibit strong communication verbal (for regular client communication and delivering trainings) as well as written (report-writing, email writing, etc)
• Good multi-tasking and time-management skills to be able to deliver multiple projects and manage team and client expectations in an efficient manner

Additionally, for Seniors

5. Risk Management

• Ensure compliance with risk management strategies, plans and activities.
• Understand the concept of risk management and bring to focus risk issues on client assignments and take issues to the notice of the manager/supervisor

6. Networking & Identification of opportunities:

• Begin to identify new opportunities for existing clients and communicates to manager
• Network internally within the peer group and other levels in the firm in order to gain understanding of issues that may impact clients

Skills and attributes

1. CA, CFA or MBA (preferably from a premier institute) with a good academic background
2. Also open to people with strong programming (Software Engg degree) with a good aptitude for Finance
3. Past experience or skills in visualization and analytics softwares such as PowerBI, Alteryx, Spotfire, etc would be an added plus

Experience

• 1-4 years of relevant post qualification experience, including experience in the consulting and financial advisory space.

• High team orientation
• Good communication both written and oral (including report writing)
• Analytical skills
• Strong Financial modeling skills
• Should be very conversant with Excel, Word and PowerPoint
• Significant amount of initiative

What we look for