Functional Expert in FDD

About Zenalyst

Zenalyst is building an AI-powered financial analysis and intelligence platform that transforms how consultants, investors, and enterprises conduct due diligence and monitor portfolios. Our products reduce analysis time from weeks to hours, deliver audit-grade insights, and create institutional-grade intelligence for decision makers.

Role Overview

Functional Expert in Financial Due Diligence (FDD) and Portfolio Intelligence

The candidate will work closely with product managers, developers, and data scientists to design and validate AI-powered features for FDD and portfolio monitoring modules.

Key Responsibilities

1. Product Design & Functional Inputs

FDD

* Define portfolio monitoring requirements (fund setup, company onboarding, KPI library, benchmarking, automated alerts, LP reporting).

user stories and workflows

* Validate that product outputs mirror consulting-grade deliverables (FDD reports, portfolio dashboards).

2. Domain Expertise

* Bring hands-on experience from consulting (Big4, CA firm, VC/PE fund, or boutique advisory).

accounting/audit standards

red flag detection, KPI thresholds, and benchmarking models

3. Collaboration & Training

* Act as the bridge between business users and tech team.

* Train developers on financial/accounting concepts to ensure accuracy of automation.

* Conduct UAT (User Acceptance Testing) and validate that features meet functional expectations.

4. Reporting & Stakeholder Engagement

* Assist in preparing functional documentation, SOPs, and product BRDs.

* Support client-facing teams in explaining product functionalities to pilot clients.

* Collect client feedback and feed into product roadmap.

Qualifications & Experience

* Chartered Accountant (CA), MBA (Finance), or equivalent professional degree.

5–10 years

 * Financial Due Diligence (Big 4, CA firms, boutique advisory), and/or

 * Portfolio monitoring (VC/PE fund, investment banking, corporate FP\&A).

* Strong understanding of financial statements, accounting standards, and investment reporting frameworks.

* Exposure to tools like Excel-based FDD models, BI dashboards, and data rooms.

* Experience in working with *tech-enabled consulting tools* preferred.

Skills Required

* Deep knowledge of FDD processes (EBITDA adjustments, working capital normalization, debt validation, tax assessments).

* Familiarity with portfolio intelligence KPIs – revenue growth, runway, CAC, churn, LTV, ESG metrics.

* Strong analytical and problem-solving skills.

* Ability to translate business requirements into system workflows.

* Excellent communication and documentation skills.

* Collaborative mindset to work with product, dev, and client teams.

Why Join Us

* Be at the forefront of transforming financial due diligence and portfolio monitoring with AI.

* Work closely with founders and product leaders on high-impact features.

* Opportunity to shape industry-first financial intelligence tools used by consultants, PE/VC funds, and enterprises globally.

Interested candidates are invited to share their resumes with us at hr@zenalyst.ai