Financial Due Diligence (FDD) Specialist

Requirements

Financial Due Diligence (FDD) professional

5+ years of experience in FDD, transaction advisory, or related fields

client-facing capacity

Key Responsibilities

• Financial Due Diligence Execution
• Conduct end-to-end financial due diligence (FDD) engagements for M&A transactions.
• Analyze income statements, balance sheets, cash flows, working capital, and net debt positions to assess financial sustainability and risks.
• Prepare and review Quality of Earnings (QoE) reports, highlighting adjustments, revenue trends, and profit normalization.
• Identify and evaluate deal issues, financial red flags, and opportunities that could impact valuation or transaction structure.
• Client Advisory & Relationship Management
• Act as a trusted advisor to clients, presenting findings in a clear, concise, and actionable manner.
• Lead discussions with client executives, investors, and key stakeholders to explain the financial and strategic implications of findings.
• Provide insights into the financial performance drivers and help clients assess the impact of industry and market trends on the target company.
• Cross-Functional Collaboration
• Work closely with colleagues across transaction advisory, tax, legal, and strategy teams to deliver holistic due diligence services.
• Support business development initiatives by contributing to client proposals, pitch materials, and thought leadership content.
• Collaborate with internal teams to ensure that due diligence insights align with the broader deal strategy and objectives.
• Project & Team Management
• Lead multiple engagements simultaneously, managing timelines, priorities, and deliverables with precision.
• Supervise and mentor junior consultants, guiding them on financial modeling, data analysis, and report drafting.
• Maintain rigorous compliance with internal quality standards, professional guidelines, and confidentiality requirements.
  

Desired Profile

• Educational Qualification: Chartered Accountant (CA), CPA, CFA, or MBA in Finance from a reputed institution.
• Experience: Minimum 5+ years in financial due diligence, transaction advisory, M&A consulting, or audit.
• Strong technical expertise in FDD methodologies, financial statement analysis, and deal structuring.
• Excellent analytical, problem-solving, and critical-thinking skills with a keen eye for detail.
• Outstanding communication and presentation skills; ability to interact confidently with senior stakeholders and clients.
• Strong project management abilities, with experience in leading teams and delivering under tight deadlines.
• Proficiency in Excel, financial modeling, and data visualization tools; exposure to BI tools is an advantage