Associate Valuations & Financial Advisory

2 - 6 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be part of the Valuation & Financial Advisory team, where you will assist in performing valuation assignments for M&A transactions, tax planning, financial reporting, and other advisory services across diverse industries. Additionally, you will be involved in developing business plans, teasers, Confidential Information Memorandums (CIMs), and investor pitch decks to support fundraising and advisory engagements. Your role will also include preparing professional deliverables with high attention to detail, conducting comprehensive research, performing financial analysis, building financial models, and participating in client meetings. Key Responsibilities: - Assist in performing valuation assignments for M&A transactions, tax planning, financial reporting, and other advisory services. - Develop business plans, teasers, CIMs, and investor pitch decks for fundraising and advisory engagements. - Prepare professional deliverables including reports, engagement letters, presentations, and client correspondence with high attention to detail. - Conduct comprehensive economic, industry, and market research. - Analyze financial and non-financial data to derive insights for senior team members. - Build and maintain financial models using various valuation methodologies and analytical tools. - Participate in client meetings and calls as a secondary contact for project execution. Qualifications & Skills: - CPA designation or equivalent (preferred but not mandatory). - Prior experience in accounting, valuation, corporate finance, or M&A advisory (preferred). - Strong understanding of IFRS, ASPE, or US GAAP, with emphasis on fair value concepts. - Proficiency in Microsoft Excel, Word, and PowerPoint. - Familiarity with valuation tools such as BVR Resource, IBIS World, and Pitchbook. - Analytical thinker with strong attention to detail and problem-solving skills. - Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. - Excellent communication and presentation skills with the ability to engage clients effectively. Please note that the additional details of the company were not provided in the job description.,

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