Financial Due Diligence Specialist (Buy-Side & Sell-Side)

Requirements

Financial Due Diligence (FDD) Specialist

client-facing position

Key Responsibilities

2. Client Advisory & Relationship Management

3. Transaction Support & Strategic Insights

4. Team Leadership & Process Excellence

• Buy-Side & Sell-Side Due Diligence Execution
• Lead financial due diligence engagements for both buy-side and sell-side transactions.
• Analyze historical financial statements, key performance indicators, revenue streams, and cost structures.
• Assess quality of earnings, working capital requirements, debt levels, and cash flow sustainability.
• Identify key business drivers, financial risks, and synergies that impact deal valuation and structure.
• Perform industry benchmarking and market analysis to support valuation and growth assessments.
• Serve as the primary point of contact for clients throughout the due diligence process.
• Communicate complex financial analyses in a clear and concise manner tailored to diverse audiences, including C-suite executives, dealmakers, and investors.
• Present findings and recommendations in structured reports and presentations to support decision-making.
• Develop and nurture long-term relationships with key clients to drive repeat business and referrals.
• Support transaction negotiations by providing accurate and insightful financial analysis.
• Collaborate with legal, tax, and operational due diligence teams to ensure a holistic approach to deal evaluation.
• Advise clients on deal structuring, valuation implications, and post-transaction integration strategies.
• Highlight opportunities for operational improvement and value creation post-deal.
• Mentor and guide junior team members, fostering a high-performance culture.
• Ensure deliverables meet the highest standards of accuracy, clarity, and compliance.
• Continuously improve FDD methodologies, templates, and processes to increase efficiency and quality.
  

Required Skills & Qualifications

• Experience: 7+ years in financial due diligence, transaction advisory, or related fields, with demonstrated buy-side and sell-side expertise.
• Technical Skills: Strong proficiency in financial modeling, valuation techniques, and data analysis tools (Excel, BI tools).
• Industry Knowledge: Exposure to multiple sectors with deep understanding of M&A transactions.
• Client-Facing Skills: Exceptional presentation, communication, and relationship management abilities.
• Analytical Skills: Ability to interpret complex financial data and derive actionable insights.
• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA/CA/CPA/CFA preferred