Senior Associate/Supervisor/Associate Manager-Financial Due Diligence

About Company:

The RSM USI supports RSM U.S. risk consulting, transaction advisory, technical accounting, financial consulting, technology and management consulting, tax and assurance engagement teams by providing access to highly skilled professionals for repeatable business processes over an extended business day.

RSMs vision is to be the first-choice advisor to middle market leaders globally. You will work directly with clients, key decision makers and business owners across various industries and geographies to deliver a top-quality client experience. RSM is a diverse and inclusive place where you will work as part of a team while being valued as an individual, mentored as a future leader, and recognized for your accomplishments.

Job Description

Responsibilities:

• Prioritize data gathered from financial reports into Excel workbook analyses that provides valuable guidance to the U.S. based engagement team on specific reviews of company financials in the fast-paced world of mergers and acquisitions
• Prepare and update document request lists and management meeting agendas
• Participate in management meetings with the Target Company and discussions with the Client
• Assist in preparing Quality of Earnings adjustments, Net Working Capital analyses, identifying Debt-like Items, key Points of Interest for consideration in the Report, etc.
• Review and tie out final client reports to ensure data accuracy of reported numbers.
• Remotely work and coordinate with RSM consulting professionals, supervisors, and senior management in the U.S. on a daily basis, including some early morning and late evening conference calls.
• Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-upskills

Required Qualifications:

• Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
• Qualification - CA/CPA/MBA finance
• Approximately 2+ years of related financial due diligence work experience on buy-side and sell-side transactions.
• Ability to prepare industry-specific and other ad hoc analyses for asset management, insurance and specialty finance industries.
• Deal experience with onshore team including data room management, document request list preparation, management meeting preparation, workbook analysis, Quality of Earnings, due diligence reports, client calls and engagement team calls.
• Understanding of financial statements, financial ratio analysis, U.S. GAAP accounting standards, financial concepts, etc.
• Advanced Excel skills (VLOOKUPs, pivot tables, and advanced formulas), Word and PowerPoint skills.